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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
TPWA
326
Twin Peaks Wealth Advisors
California
$9.64K +$10.8K +265 New
AP
327
Aspect Partners
Virginia
$9.1K
GWM
328
Geneos Wealth Management
Colorado
$8.66K +$286 +7 +3%
LI
329
LRI Investments
Florida
$8.57K +$981 +24 +11%
CSC
330
Caldwell Sutter Capital
California
$8.22K
KG
331
Kilter Group
New York
$7.1K +$7.97K +195 New
VNA
332
Valley National Advisers
Pennsylvania
$7K
MCM
333
MAI Capital Management
Ohio
$6.77K +$1.47K +36 +24%
RFP
334
Root Financial Partners
California
$6.44K
MAM
335
Marquette Asset Management
Minnesota
$6.04K +$6.79K +166 New
BBHC
336
Brown Brothers Harriman & Co
New York
$5.02K
BIA
337
Bell Investment Advisors
California
$4.99K +$573 +14 +11%
GCM
338
Gables Capital Management
Florida
$4.99K
AAP
339
Arax Advisory Partners
Colorado
$4.7K -$2.9K -71 -36%
BFS
340
Bare Financial Services
Pennsylvania
$4.55K -$3.6K -88 -41%
FFO
341
Fortitude Family Office
Arizona
$4.48K +$41 +1 +0.8%
AssetMark Inc
342
AssetMark Inc
California
$4.37K +$4.01K +98 +445%
RIL
343
Rothschild Investment LLC
Illinois
$4.08K +$1.02K +25 +29%
IAS
344
IMA Advisory Services
Colorado
$3.64K -$245 -6 -6%
CJ
345
Caitlin John
Michigan
$3.09K +$82 +2 +2%
EP
346
Essential Partners
California
$2.73K -$532 -13 -15%
CFM
347
Cornerstone Financial Management
Massachusetts
$2.58K +$695 +17 +31%
CFO
348
CVA Family Office
Colorado
$2.15K +$654 +16 +37%
PWA
349
Physician Wealth Advisors
Utah
$2.08K +$2.33K +57 New
AFC
350
Ares Financial Consulting
California
$2.01K