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Artisan Partners

359 hedge funds and large institutions have $2.5B invested in Artisan Partners in 2025 Q1 according to their latest regulatory filings, with 49 funds opening new positions, 140 increasing their positions, 123 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

575% more call options, than puts

Call options by funds: $3.98M | Put options by funds: $589K

14% more repeat investments, than reductions

Existing positions increased: 140 | Existing positions reduced: 123

7% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 46

0% more funds holding

Funds holding: 358359 (+1)

0.11% less ownership

Funds ownership: 91.42%91.31% (-0.11%)

9% less capital invested

Capital invested by funds: $2.76B → $2.5B (-$258M)

Holders
359
Holders Change
+1
Holders Change %
+0.28%
% of All Funds
4.81%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
49
Increased
140
Reduced
123
Closed
46
Calls
$3.98M
Puts
$589K
Net Calls
+$3.39M
Net Calls Change
-$3.1M
Name Holding Trade Value Shares
Change
Change in
Stake
MAM
226
Morse Asset Management
Connecticut
$330K -$67.8K -1,600 -16%
MTC
227
Matrix Trust Company
Colorado
$327K +$124K +2,919 +54%
MIA
228
MeadowBrook Investment Advisors
Michigan
$323K +$36.8K +869 +12%
AWM
229
Apollon Wealth Management
South Carolina
$321K -$5.85K -138 -2%
WI
230
WBI Investments
New Jersey
$318K -$17.6K -416 -5%
Public Employees Retirement Association of Colorado
231
Public Employees Retirement Association of Colorado
Colorado
$316K
National Bank of Canada
232
National Bank of Canada
Quebec, Canada
$314K -$23.4K -552 -6%
QPW
233
Quantum Private Wealth
Florida
$314K
MML Investors Services
234
MML Investors Services
Massachusetts
$309K +$48.7K +1,149 +17%
IA
235
IFG Advisory
Georgia
$303K +$8.09K +191 +3%
HSBC Holdings
236
HSBC Holdings
United Kingdom
$296K -$6.06M -143,132 -95%
AFP
237
Ausdal Financial Partners
Iowa
$289K -$4.66K -110 -1%
CWP
238
Curated Wealth Partners
California
$288K
State of Wisconsin Investment Board
239
State of Wisconsin Investment Board
Wisconsin
$284K +$33.2K +783 +12%
MFWP
240
Mosaic Family Wealth Partners
Missouri
$284K
NFG
241
Nations Financial Group
Iowa
$283K +$31.3K +739 +11%
MM
242
MQS Management
New York
$277K +$300K +7,079 New
FCBT
243
First Citizens Bank & Trust
North Carolina
$275K +$298K +7,024 New
CFO
244
Callan Family Office
Pennsylvania
$274K -$168K -3,968 -36%
TCM
245
Teza Capital Management
Illinois
$273K +$296K +6,988 New
SPIA
246
Steward Partners Investment Advisory
New York
$271K
DADC
247
D.A. Davidson & Co
Montana
$268K
AWA
248
Arete Wealth Advisors
Illinois
$264K -$21.2K -500 -7%
VF
249
Virtu Financial
New York
$258K +$280K +6,604 New
BAM
250
Belpointe Asset Management
Nevada
$256K +$19.7K +466 +8%