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Artisan Partners

383 hedge funds and large institutions have $2.46B invested in Artisan Partners in 2026 Q1 according to their latest regulatory filings, with 52 funds opening new positions, 151 increasing their positions, 125 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 40

21% more repeat investments, than reductions

Existing positions increased: 151 | Existing positions reduced: 125

2.74% more ownership

Funds ownership: 93.16%95.9% (+2.7%)

1% more funds holding

Funds holding: 380383 (+3)

1% more call options, than puts

Call options by funds: $4.3M | Put options by funds: $4.28M

8% less capital invested

Capital invested by funds: $2.67B → $2.46B (-$213M)

Holders
383
Holders Change
+3
Holders Change %
+0.79%
% of All Funds
4.72%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
52
Increased
151
Reduced
125
Closed
40
Calls
$4.3M
Puts
$4.28M
Net Calls
+$25K
Net Calls Change
-$3.4M
Name Holding Trade Value Shares
Change
Change in
Stake
AFP
251
Ausdal Financial Partners
Iowa
$259K -$3.84K -94 -1%
SPIA
252
Steward Partners Investment Advisory
New York
$259K
KAS
253
Kestra Advisory Services
Texas
$257K -$55.9K -1,368 -16%
NFG
254
Nations Financial Group
Iowa
$257K -$44.5K -1,087 -13%
Truist Financial
255
Truist Financial
North Carolina
$255K +$71K +1,737 +33%
DADC
256
D.A. Davidson & Co
Montana
$250K
State of Wisconsin Investment Board
257
State of Wisconsin Investment Board
Wisconsin
$249K +$280K +6,854 New
WIA
258
World Investment Advisors
California
$241K -$25.8K -632 -9%
MFG
259
Merit Financial Group
Georgia
$241K +$12.3K +301 +5%
IWC
260
Integrated Wealth Concepts
Massachusetts
$240K +$270K +6,605 New
SFA
261
Sequoia Financial Advisors
Ohio
$240K +$270K +6,597 New
IA
262
Inspire Advisors
Idaho
$236K +$265K +6,485 New
GT
263
Greenleaf Trust
Michigan
$230K -$20.4K -498 -7%
RS
264
R Squared
Hong Kong
$229K +$258K +6,302 New
BAM
265
Belpointe Asset Management
Nevada
$223K -$36.6K -894 -13%
CGA
266
Crescent Grove Advisors
Illinois
$218K
X
267
Xponance
Pennsylvania
$215K +$38.8K +949 +19%
National Bank of Canada
268
National Bank of Canada
Quebec, Canada
$215K -$264K -6,449 -52%
PF
269
Prosperitas Financial
California
$214K +$241K +5,890 New
MML Investors Services
270
MML Investors Services
Massachusetts
$206K -$241K -5,892 -51%
Carson Wealth (CWM LLC)
271
Carson Wealth (CWM LLC)
Nebraska
$202K +$34.2K +837 +18%
SMA
272
Seven Mile Advisory
New Jersey
$201K +$225K +5,512 New
AIP
273
Ameritas Investment Partners
Nebraska
$190K
EWA
274
EverSource Wealth Advisors
Alabama
$183K +$42.4K +1,037 +26%
DWM
275
Dogwood Wealth Management
Kansas
$183K -$40.8K -998 -17%