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Artisan Partners

380 hedge funds and large institutions have $2.67B invested in Artisan Partners in 2025 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 151 increasing their positions, 135 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

204% more call options, than puts

Call options by funds: $5.1M | Put options by funds: $1.68M

12% more repeat investments, than reductions

Existing positions increased: 151 | Existing positions reduced: 135

0.52% more ownership

Funds ownership: 92.63%93.16% (+0.52%)

5% less funds holding

Funds holding: 398380 (-18)

5% less capital invested

Capital invested by funds: $2.83B → $2.67B (-$155M)

22% less first-time investments, than exits

New positions opened: 36 | Existing positions closed: 46

Holders
380
Holders Change
-18
Holders Change %
-4.52%
% of All Funds
4.62%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
36
Increased
151
Reduced
135
Closed
46
Calls
$5.1M
Puts
$1.68M
Net Calls
+$3.42M
Net Calls Change
-$1.85M
Name Holding Trade Value Shares
Change
Change in
Stake
SPIA
251
Steward Partners Investment Advisory
New York
$289K +$7.13K +167 +2%
SWM
252
Salvus Wealth Management
New Jersey
$288K +$8.96K +210 +3%
BAM
253
Belpointe Asset Management
Nevada
$286K +$34.9K +818 +13%
DADC
254
D.A. Davidson & Co
Montana
$279K
GT
255
Greenleaf Trust
Michigan
$278K -$66.2K -1,551 -19%
MFG
256
Merit Financial Group
Georgia
$257K +$56.7K +1,329 +27%
CG
257
Caprock Group
Idaho
$257K -$59.6K -1,397 -18%
Hudson Bay Capital Management
258
Hudson Bay Capital Management
Connecticut
$250K +$262K +6,130 New
DWM
259
Dogwood Wealth Management
Kansas
$245K -$49.8K -1,167 -16%
CGA
260
Crescent Grove Advisors
Illinois
$244K
VF
261
Virtu Financial
New York
$237K +$248K +5,820 New
Wealth Enhancement Advisory Services
262
Wealth Enhancement Advisory Services
Minnesota
$227K -$15.8K -370 -7%
PA
263
Profund Advisors
Maryland
$225K +$236K +5,520 New
OC
264
Oppenheimer & Co
New York
$217K +$227K +5,322 New
HW
265
Hancock Whitney
Mississippi
$216K
Truist Financial
266
Truist Financial
North Carolina
$214K +$225K +5,261 New
AIP
267
Ameritas Investment Partners
Nebraska
$213K
AWM
268
AE Wealth Management
Kansas
$210K -$66.3K -1,553 -23%
X
269
Xponance
Pennsylvania
$202K +$2.35K +55 +1%
PNC Financial Services Group
270
PNC Financial Services Group
Pennsylvania
$202K +$23.2K +544 +12%
SOW
271
State of Wyoming
Wyoming
$196K -$279K -6,547 -58%
Carson Wealth (CWM LLC)
272
Carson Wealth (CWM LLC)
Nebraska
$193K +$6.7K +157 +3%
EWA
273
EverSource Wealth Advisors
Alabama
$163K +$35.4K +829 +26%
US Bancorp
274
US Bancorp
Minnesota
$140K -$4.87K -114 -3%
Ensign Peak Advisors
275
Ensign Peak Advisors
Utah
$129K -$551K -12,900 -80%