We are live on ! Find out more
AMG icon

Affiliated Managers Group

543 hedge funds and large institutions have $6.87B invested in Affiliated Managers Group in 2026 Q1 according to their latest regulatory filings, with 90 funds opening new positions, 216 increasing their positions, 137 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

96% more first-time investments, than exits

New positions opened: 90 | Existing positions closed: 46

58% more repeat investments, than reductions

Existing positions increased: 216 | Existing positions reduced: 137

7% more funds holding

Funds holding: 509543 (+34)

0.86% more ownership

Funds ownership: 92.2%93.06% (+0.86%)

8% less capital invested

Capital invested by funds: $7.47B → $6.87B (-$596M)

26% less call options, than puts

Call options by funds: $10.5M | Put options by funds: $14.2M

29% less funds holding in top 10

Funds holding in top 10: 75 (-2)

Holders
543
Holders Change
+34
Holders Change %
+6.68%
% of All Funds
6.69%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.06%
New
90
Increased
216
Reduced
137
Closed
46
Calls
$10.5M
Puts
$14.2M
Net Calls
-$3.71M
Net Calls Change
-$23M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$793M +$20.6M +68,464 +2%
Morgan Stanley
2
Morgan Stanley
New York
$479M +$8.07M +26,791 +2%
VPM
3
Vanguard Portfolio Management
Pennsylvania
$376M +$410M +1,359,793 New
VCM
4
Vanguard Capital Management
Pennsylvania
$325M +$354M +1,174,746 New
AI
5
Ariel Investments
Illinois
$294M -$35.6M -118,193 -10%
Boston Partners
6
Boston Partners
Massachusetts
$269M -$49.9M -165,463 -15%
State Street
7
State Street
Massachusetts
$256M -$803K -2,664 -0.3%
Fuller & Thaler Asset Management
8
Fuller & Thaler Asset Management
California
$210M +$22.5M +74,625 +11%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$199M +$5.68M +18,865 +3%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$176M +$25.5M +84,625 +15%
LAM
11
Lyrical Asset Management
New York
$139M -$14.9M -49,466 -9%
Allianz Asset Management
12
Allianz Asset Management
Germany
$135M +$18.7M +62,093 +15%
LSV Asset Management
13
LSV Asset Management
Illinois
$132M +$1.14M +3,790 +0.8%
Bank of America
14
Bank of America
North Carolina
$113M +$53.1M +176,246 +76%
Northern Trust
15
Northern Trust
Illinois
$96.5M +$6.99M +23,186 +7%
Invesco
16
Invesco
Georgia
$87.6M +$66.2M +219,769 +227%
CCP
17
Clarkston Capital Partners
Michigan
$86.8M -$178M -590,411 -65%
Charles Schwab
18
Charles Schwab
California
$85.2M +$734K +2,435 +0.8%
CCM
19
Channing Capital Management
Illinois
$83.7M +$3.6M +11,952 +4%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$83.1M +$16M +53,076 +21%
Fisher Asset Management
21
Fisher Asset Management
Washington
$70.1M +$2.84M +9,433 +4%
Jane Street
22
Jane Street
New York
$69.9M +$64M +212,426 +530%
JVBC
23
J.V. Bruni & Co
Colorado
$69.1M -$718K -2,382 -0.9%
Citadel Advisors
24
Citadel Advisors
Florida
$68.4M -$21.8M -72,217 -23%
Raymond James Financial
25
Raymond James Financial
Florida
$63.6M -$1.64M -5,436 -2%