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Artisan Partners

382 hedge funds and large institutions have $2.46B invested in Artisan Partners in 2026 Q1 according to their latest regulatory filings, with 51 funds opening new positions, 151 increasing their positions, 125 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

28% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 40

21% more repeat investments, than reductions

Existing positions increased: 151 | Existing positions reduced: 125

2.73% more ownership

Funds ownership: 93.16%95.88% (+2.7%)

1% more call options, than puts

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

1% more funds holding

Funds holding: 380382 (+2)

8% less capital invested

Capital invested by funds: $2.67B → $2.46B (-$214M)

Holders
382
Holders Change
+2
Holders Change %
+0.53%
% of All Funds
4.71%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
51
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
SPIA
251
Steward Partners Investment Advisory
New York
$259K
KAS
252
Kestra Advisory Services
Texas
$257K -$55.9K -1,368 -16%
NFG
253
Nations Financial Group
Iowa
$257K -$44.5K -1,087 -13%
Truist Financial
254
Truist Financial
North Carolina
$255K +$71K +1,737 +33%
DADC
255
D.A. Davidson & Co
Montana
$250K
State of Wisconsin Investment Board
256
State of Wisconsin Investment Board
Wisconsin
$249K +$280K +6,854 New
WIA
257
World Investment Advisors
California
$241K -$25.8K -632 -9%
MFG
258
Merit Financial Group
Georgia
$241K +$12.3K +301 +5%
IWC
259
Integrated Wealth Concepts
Massachusetts
$240K +$270K +6,605 New
SFA
260
Sequoia Financial Advisors
Ohio
$240K +$270K +6,597 New
IA
261
Inspire Advisors
Idaho
$236K +$265K +6,485 New
GT
262
Greenleaf Trust
Michigan
$230K -$20.4K -498 -7%
RS
263
R Squared
Hong Kong
$229K +$258K +6,302 New
BAM
264
Belpointe Asset Management
Nevada
$223K -$36.6K -894 -13%
CGA
265
Crescent Grove Advisors
Illinois
$218K
X
266
Xponance
Pennsylvania
$215K +$38.8K +949 +19%
National Bank of Canada
267
National Bank of Canada
Quebec, Canada
$215K -$264K -6,449 -52%
PF
268
Prosperitas Financial
California
$214K +$241K +5,890 New
MML Investors Services
269
MML Investors Services
Massachusetts
$206K -$241K -5,892 -51%
Carson Wealth (CWM LLC)
270
Carson Wealth (CWM LLC)
Nebraska
$202K +$34.2K +837 +18%
SMA
271
Seven Mile Advisory
New Jersey
$201K +$225K +5,512 New
AIP
272
Ameritas Investment Partners
Nebraska
$190K
EWA
273
EverSource Wealth Advisors
Alabama
$183K +$42.4K +1,037 +26%
DWM
274
Dogwood Wealth Management
Kansas
$183K -$40.8K -998 -17%
TRCT
275
Tower Research Capital (TRC)
New York
$164K +$156K +3,820 +552%