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Affiliated Managers Group

433 hedge funds and large institutions have $5.28B invested in Affiliated Managers Group in 2025 Q2 according to their latest regulatory filings, with 85 funds opening new positions, 110 increasing their positions, 177 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

198% more call options, than puts

Call options by funds: $6.45M | Put options by funds: $2.16M

93% more first-time investments, than exits

New positions opened: 85 | Existing positions closed: 44

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

14% more capital invested

Capital invested by funds: $4.65B → $5.28B (+$632M)

9% more funds holding

Funds holding: 396433 (+37)

0.17% less ownership

Funds ownership: 94.63%94.46% (-0.17%)

38% less repeat investments, than reductions

Existing positions increased: 110 | Existing positions reduced: 177

Holders
433
Holders Change
+37
Holders Change %
+9.34%
% of All Funds
5.7%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.08%
New
85
Increased
110
Reduced
177
Closed
44
Calls
$6.45M
Puts
$2.16M
Net Calls
+$4.29M
Net Calls Change
-$865K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$555M -$19.6M -113,075 -4%
Vanguard Group
2
Vanguard Group
Pennsylvania
$553M -$31.7M -182,435 -6%
Morgan Stanley
3
Morgan Stanley
New York
$397M -$48.1M -277,035 -12%
Millennium Management
4
Millennium Management
New York
$309M +$52.7M +303,671 +24%
CCP
5
Clarkston Capital Partners
Michigan
$282M -$26M -149,970 -9%
AI
6
Ariel Investments
Illinois
$267M -$9.03M -52,076 -4%
Boston Partners
7
Boston Partners
Massachusetts
$223M -$3.76M -21,664 -2%
State Street
8
State Street
Massachusetts
$193M -$2.96M -17,041 -2%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$133M -$5.75M -33,141 -5%
Citadel Advisors
10
Citadel Advisors
Florida
$126M +$49.4M +284,957 +80%
Fuller & Thaler Asset Management
11
Fuller & Thaler Asset Management
California
$112M +$2.71M +15,626 +3%
LAM
12
Lyrical Asset Management
New York
$106M -$11.7M -67,209 -11%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$99.3M -$6.65M -38,335 -7%
LSV Asset Management
14
LSV Asset Management
Illinois
$93.7M +$1.41M +8,140 +2%
CCM
15
Channing Capital Management
Illinois
$84.7M -$2.38M -13,728 -3%
Norges Bank
16
Norges Bank
Norway
$71.8M +$2.1M +12,110 +3%
Allianz Asset Management
17
Allianz Asset Management
Germany
$67.5M +$5.8M +33,415 +11%
Northern Trust
18
Northern Trust
Illinois
$65.9M -$8.7M -50,141 -13%
Balyasny Asset Management
19
Balyasny Asset Management
Illinois
$61.3M +$52.6M +303,423 +3,812%
Charles Schwab
20
Charles Schwab
California
$61.3M -$1.23M -7,099 -2%
KP
21
Kiltearn Partners
United Kingdom
$59.1M -$4.42M -25,500 -8%
JVBC
22
J.V. Bruni & Co
Colorado
$57.8M -$670K -3,863 -1%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$50.3M -$3.71M -21,370 -8%
First Trust Advisors
24
First Trust Advisors
Illinois
$46.2M +$6.25M +36,045 +18%
T. Rowe Price Associates
25
T. Rowe Price Associates
Maryland
$46.1M +$191K +1,099 +0.5%

AMG Hedge Fund Activity: Q2 2025 in Review

433 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Affiliated Managers Group (AMG) for Q2 2025, worth a combined $5.28B — up 14% from $4.65B a quarter earlier.

Buyers outnumbered sellers: 85 funds opened new AMG positions and 44 closed out — a net gain of 41 holders — while 110 added to existing stakes and 177 trimmed.

The largest buyer was Millennium Management, adding an estimated $52.7M. The largest seller was Southeastern Asset Management, cutting an estimated $82M.

  • 433 institutional investors held Affiliated Managers Group (AMG) as of Q2 2025, up from 396 in Q1 2025.
  • Funds reported $5.28B of Affiliated Managers Group stock for Q2 2025, up 14% quarter-over-quarter.
  • 85 funds opened new Affiliated Managers Group positions in Q2 2025 and 44 closed out, a net change of +41 holders.
  • The largest Affiliated Managers Group buyer in Q2 2025 was Millennium Management, an estimated $52.7M added.
  • The largest Affiliated Managers Group seller in Q2 2025 was Southeastern Asset Management, an estimated $82M sold.

Based on aggregated 13F filings for Q2 2025.