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Affiliated Managers Group

396 hedge funds and large institutions have $4.65B invested in Affiliated Managers Group in 2025 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 114 increasing their positions, 170 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

529% more call options, than puts

Call options by funds: $6.13M | Put options by funds: $975K

0.86% more ownership

Funds ownership: 93.76%94.63% (+0.86%)

3% less funds holding

Funds holding: 408396 (-12)

11% less capital invested

Capital invested by funds: $5.21B → $4.65B (-$556M)

21% less first-time investments, than exits

New positions opened: 38 | Existing positions closed: 48

33% less repeat investments, than reductions

Existing positions increased: 114 | Existing positions reduced: 170

38% less funds holding in top 10

Funds holding in top 10: 85 (-3)

Holders
396
Holders Change
-12
Holders Change %
-2.94%
% of All Funds
5.31%
Holding in Top 10
5
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-37.5%
% of All Funds
0.07%
New
38
Increased
114
Reduced
170
Closed
48
Calls
$6.13M
Puts
$975K
Net Calls
+$5.16M
Net Calls Change
+$6.95M
Name Holding Trade Value Shares
Change
Change in
Stake
Focus Partners Wealth
201
Focus Partners Wealth
Massachusetts
$613K -$7.84K -45 -1%
OTL
202
Oak Thistle LLC
New York
$610K +$155K +888 +32%
Janney Montgomery Scott
203
Janney Montgomery Scott
Pennsylvania
$593K -$42.7K -245 -6%
WF
204
Welch & Forbes
Massachusetts
$588K -$26.1K -150 -4%
GCM
205
Genus Capital Management
British Columbia, Canada
$586K +$608K +3,490 New
MWM
206
Mission Wealth Management
California
$581K -$174 -1 -0%
X
207
Xponance
Pennsylvania
$575K -$59.1K -339 -9%
P
208
&Partners
Tennessee
$559K +$127K +731 +28%
Prudential Financial
209
Prudential Financial
New Jersey
$547K -$272K -1,561 -35%
CAM
210
Cresset Asset Management
Illinois
$543K -$120K -690 -18%
FC
211
Forte Capital
New York
$540K +$62.4K +358 +13%
WGAM
212
Wilkinson Global Asset Management
New York
$538K -$34.9K -200 -6%
HIM
213
Hillsdale Investment Management
Ontario, Canada
$536K +$17.4K +100 +3%
SC
214
Schubert & Co
Texas
$533K -$93.1K -534 -14%
GAM
215
Guinness Asset Management
United Kingdom
$525K -$35.6K -204 -6%
QCG
216
Quadrant Capital Group
Ohio
$522K +$431K +2,475 +393%
Wealth Enhancement Advisory Services
217
Wealth Enhancement Advisory Services
Minnesota
$520K -$18.1K -104 -3%
Kovitz Investment Group Partners
218
Kovitz Investment Group Partners
Illinois
$517K -$6.1K -35 -1%
EI
219
Ethic Inc
New York
$507K -$155K -887 -23%
Dodge & Cox
220
Dodge & Cox
California
$504K -$610K -3,500 -54%
RCM
221
Radnor Capital Management
Pennsylvania
$499K
PCM
222
Polymer Capital Management
New York
$495K +$513K +2,943 New
Stifel Financial
223
Stifel Financial
Missouri
$475K -$16.7K -96 -3%
AI
224
AdvisorShares Investments
Maryland
$474K +$18.5K +106 +4%
VA
225
Vident Advisory
Georgia
$465K -$20.2K -116 -4%

AMG Hedge Fund Activity: Q1 2025 in Review

396 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Affiliated Managers Group (AMG) for Q1 2025, worth a combined $4.65B — down 11% from $5.21B a quarter earlier.

Sellers outnumbered buyers: 48 funds closed out of AMG and 38 opened new positions — a net loss of 10 holders — while 170 trimmed existing stakes and 114 added.

The largest buyer was Millennium Management, adding an estimated $167M. The largest seller was Southeastern Asset Management, cutting an estimated $38.8M.

  • 396 institutional investors held Affiliated Managers Group (AMG) as of Q1 2025, down from 408 in Q4 2024.
  • Funds reported $4.65B of Affiliated Managers Group stock for Q1 2025, down 11% quarter-over-quarter.
  • 38 funds opened new Affiliated Managers Group positions in Q1 2025 and 48 closed out, a net change of -10 holders.
  • The largest Affiliated Managers Group buyer in Q1 2025 was Millennium Management, an estimated $167M added.
  • The largest Affiliated Managers Group seller in Q1 2025 was Southeastern Asset Management, an estimated $38.8M sold.

Based on aggregated 13F filings for Q1 2025.