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Affiliated Managers Group

392 hedge funds and large institutions have $4.59B invested in Affiliated Managers Group in 2025 Q1 according to their latest regulatory filings, with 39 funds opening new positions, 113 increasing their positions, 167 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
392
Holders Change
-13
Holders Change %
-3.21%
% of All Funds
5.32%
Holding in Top 10
5
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-37.5%
% of All Funds
0.07%
New
39
Increased
113
Reduced
167
Closed
49
Calls
$6.13M
Puts
$975K
Net Calls
+$5.16M
Net Calls Change
+$6.95M
Name Holding Trade Value Shares
Change
Shares
Change %
WF
201
Welch & Forbes
Massachusetts
$588K -$25.2K -150 -4%
GCM
202
Genus Capital Management
British Columbia, Canada
$586K +$586K +3,490 New
MWM
203
Mission Wealth Management
California
$581K -$168 -1 -0%
X
204
Xponance
Pennsylvania
$575K -$57K -339 -9%
P
205
&Partners
Tennessee
$559K +$122K +731 +28%
Prudential Financial
206
Prudential Financial
New Jersey
$547K -$289K -1,561 -35%
CAM
207
Cresset Asset Management
Illinois
$543K -$116K -690 -18%
FC
208
Forte Capital
New York
$540K +$60.2K +358 +13%
WGAM
209
Wilkinson Global Asset Management
New York
$538K -$33.6K -200 -6%
HIM
210
Hillsdale Investment Management
Ontario, Canada
$536K +$16.8K +100 +3%
SC
211
Schubert & Co
Texas
$533K -$89.7K -534 -14%
GAM
212
Guinness Asset Management
United Kingdom
$525K -$34.3K -204 -6%
QCG
213
Quadrant Capital Group
Ohio
$522K +$416K +2,475 +393%
Wealth Enhancement Advisory Services
214
Wealth Enhancement Advisory Services
Minnesota
$520K -$17.5K -104 -3%
Kovitz Investment Group Partners
215
Kovitz Investment Group Partners
Illinois
$517K -$5.88K -35 -1%
EI
216
Ethic Inc
New York
$507K -$150K -887 -23%
Dodge & Cox
217
Dodge & Cox
California
$504K -$588K -3,500 -54%
RCM
218
Radnor Capital Management
Pennsylvania
$499K
PCM
219
Polymer Capital Management
New York
$495K +$495K +2,943 New
Stifel Financial
220
Stifel Financial
Missouri
$475K -$16.1K -96 -3%
AI
221
AdvisorShares Investments
Maryland
$474K +$18K +106 +4%
VA
222
Vident Advisory
Georgia
$465K -$19.5K -116 -4%
National Bank of Canada
223
National Bank of Canada
Quebec, Canada
$465K +$51.9K +309 +13%
Public Employees Retirement Association of Colorado
224
Public Employees Retirement Association of Colorado
Colorado
$457K
GF
225
Gabelli Funds
New York
$448K -$21.8K -130 -5%