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Artisan Partners

359 hedge funds and large institutions have $2.5B invested in Artisan Partners in 2025 Q1 according to their latest regulatory filings, with 49 funds opening new positions, 140 increasing their positions, 123 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

575% more call options, than puts

Call options by funds: $3.98M | Put options by funds: $589K

14% more repeat investments, than reductions

Existing positions increased: 140 | Existing positions reduced: 123

7% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 46

0% more funds holding

Funds holding: 358359 (+1)

0.11% less ownership

Funds ownership: 91.42%91.31% (-0.11%)

9% less capital invested

Capital invested by funds: $2.76B → $2.5B (-$258M)

Holders
359
Holders Change
+1
Holders Change %
+0.28%
% of All Funds
4.81%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
49
Increased
140
Reduced
123
Closed
46
Calls
$3.98M
Puts
$589K
Net Calls
+$3.39M
Net Calls Change
-$3.1M
Name Holding Trade Value Shares
Change
Change in
Stake
SSB
326
Sandy Spring Bank
Maryland
$3.91K +$4.24K +100 New
BFS
327
Bare Financial Services
Pennsylvania
$2.74K +$2.96K +70 New
AF
328
Allworth Financial
California
$2.71K +$678 +16 +28%
PWMG
329
Private Wealth Management Group
New Jersey
$2.62K
SCM
330
Sterling Capital Management
North Carolina
$2.54K
MPWT
331
MassMutual Private Wealth & Trust
Connecticut
$2.5K -$1.86K -44 -41%
NC
332
NewSquare Capital
Pennsylvania
$2.03K +$2.2K +52 New
FMII
333
Farmers & Merchants Investments Inc
Nebraska
$1.76K
SC
334
SouthState Corp
Florida
$1.49K +$1.61K +38 New
CA
335
CoreCap Advisors
Michigan
$1.45K +$1.06K +25 +208%
PFBT
336
Parkside Financial Bank & Trust
Missouri
$1.41K +$1.27K +30 +500%
JWA
337
JFS Wealth Advisors
Pennsylvania
$1.29K
HI
338
Horizon Investments
North Carolina
$1.17K +$1.27K +30 New
SWM
339
Spire Wealth Management
Virginia
$1.13K -$42 -1 -3%
AAP
340
Arax Advisory Partners
Colorado
$1.09K +$1.19K +28 New
HWM
341
Hemington Wealth Management
Virginia
$1K +$127 +3 +8%
HFS
342
Hughes Financial Services
Virginia
$990 +$1.06K +25 New
PWA
343
Physician Wealth Advisors
Utah
$900 +$974 +23 New
SC
344
Stephens Consulting
Michigan
$782 +$847 +20 New
TWD
345
True Wealth Design
Ohio
$704 +$763 +18 New
OP
346
ORG Partners
Indiana
$612 -$212 -5 -25%
SIC
347
SJS Investment Consulting
Ohio
$470 -$3.35K -79 -87%
BGAI
348
Bruce G. Allen Investments
Colorado
$391 +$254 +6 +150%
GWSG
349
GPS Wealth Strategies Group
Colorado
$391 +$424 +10 New
DPW
350
DiNuzzo Private Wealth
Pennsylvania
$313 +$85 +2 +33%