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Artisan Partners
APAM

Overview Fund Activity

357 hedge funds and large institutions have $2.49B invested in Artisan Partners in 2025 Q1 according to their latest regulatory filings, with 51 funds opening new positions, 137 increasing their positions, 122 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
357
Holders Change
-1
Holders Change %
-0.28%
% of All Funds
4.85%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
51
Increased
137
Reduced
122
Closed
47
Calls
$3.98M
Puts
$589K
Net Calls
+$3.39M
Net Calls Change
-$3.1M

Top Buyers

1
PAIM
Punch & Associates Investment Management
Minnesota
$17.1M
2
VNIM
Vaughan Nelson Investment Management
Texas
$77.1M
3
HCA
Harbor Capital Advisors
Illinois
$9.92M
4
Charles Schwab
Charles Schwab
California
$115M
5
Invesco
Invesco
Georgia
$24.3M

Top Sellers

1
Vanguard Group
Vanguard Group
Pennsylvania
$297M
2
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$4.71M
3
Federated Hermes
Federated Hermes
Pennsylvania
$16.8M
4
BlackRock
BlackRock
New York
$405M
5
Millennium Management
Millennium Management
New York
$9.03M
Name Holding Trade Value Shares
Change 		Shares
Change %
AF
326
Allworth Financial
California
$2.71K +$595 +16 +28%
PWMG
327
Private Wealth Management Group
New Jersey
$2.62K – – –
SCM
328
Sterling Capital Management
North Carolina
$2.54K – – –
MPWT
329
MassMutual Private Wealth & Trust
Connecticut
$2.5K -$1.72K -44 -41%
NC
330
NewSquare Capital
Pennsylvania
$2.03K +$2.03K +52 New
FMII
331
Farmers & Merchants Investments Inc
Nebraska
$1.76K – – –
SC
332
SouthState Corp
Florida
$1.49K +$1.49K +38 New
CA
333
CoreCap Advisors
Michigan
$1.45K +$978 +25 +208%
PFBT
334
Parkside Financial Bank & Trust
Missouri
$1.41K +$1.17K +30 +500%
JWA
335
JFS Wealth Advisors
Pennsylvania
$1.29K – – –
HI
336
Horizon Investments
North Carolina
$1.17K +$1.17K +30 New
SWM
337
Spire Wealth Management
Virginia
$1.13K -$39 -1 -3%
AAP
338
Arax Advisory Partners
Colorado
$1.1K +$1.1K +28 New
HWM
339
Hemington Wealth Management
Virginia
$1K +$75 +3 +8%
HFS
340
Hughes Financial Services
Virginia
$990 +$990 +25 New
PWA
341
Physician Wealth Advisors
Utah
$900 +$900 +23 New
SC
342
Stephens Consulting
Michigan
$782 +$782 +20 New
TWD
343
True Wealth Design
Ohio
$704 +$704 +18 New
OP
344
ORG Partners
Indiana
$612 -$204 -5 -25%
SIC
345
SJS Investment Consulting
Ohio
$470 -$3.09K -79 -87%
BGAI
346
Bruce G. Allen Investments
Colorado
$391 +$235 +6 +150%
GWSG
347
GPS Wealth Strategies Group
Colorado
$391 +$391 +10 New
DPW
348
DiNuzzo Private Wealth
Pennsylvania
$313 +$78 +2 +33%
GFPC
349
Global Financial Private Client
Florida
$235 +$118 +3 +100%
RA
350
Rise Advisors
New York
$142 -$10.1K -285 -99%
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