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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
AP
326
Aspect Partners
Virginia
$9.1K
GWM
327
Geneos Wealth Management
Colorado
$8.66K +$286 +7 +3%
LI
328
LRI Investments
Florida
$8.57K +$981 +24 +11%
CSC
329
Caldwell Sutter Capital
California
$8.22K
KG
330
Kilter Group
New York
$7.1K +$7.97K +195 New
VNA
331
Valley National Advisers
Pennsylvania
$7K
MCM
332
MAI Capital Management
Ohio
$6.77K +$1.47K +36 +24%
RFP
333
Root Financial Partners
California
$6.44K
MAM
334
Marquette Asset Management
Minnesota
$6.04K +$6.79K +166 New
BBHC
335
Brown Brothers Harriman & Co
New York
$5.02K
BIA
336
Bell Investment Advisors
California
$4.99K +$573 +14 +11%
GCM
337
Gables Capital Management
Florida
$4.99K
AAP
338
Arax Advisory Partners
Colorado
$4.7K -$2.9K -71 -36%
BFS
339
Bare Financial Services
Pennsylvania
$4.55K -$3.6K -88 -41%
FFO
340
Fortitude Family Office
Arizona
$4.48K +$41 +1 +0.8%
AssetMark Inc
341
AssetMark Inc
California
$4.37K +$4.01K +98 +445%
RIL
342
Rothschild Investment LLC
Illinois
$4.08K +$1.02K +25 +29%
IAS
343
IMA Advisory Services
Colorado
$3.64K -$245 -6 -6%
CJ
344
Caitlin John
Michigan
$3.09K +$82 +2 +2%
EP
345
Essential Partners
California
$2.73K -$532 -13 -15%
CFM
346
Cornerstone Financial Management
Massachusetts
$2.58K +$695 +17 +31%
CFO
347
CVA Family Office
Colorado
$2.15K +$654 +16 +37%
PWA
348
Physician Wealth Advisors
Utah
$2.08K +$2.33K +57 New
AFC
349
Ares Financial Consulting
California
$2.01K
FMII
350
Farmers & Merchants Investments Inc
Nebraska
$1.64K