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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
FMII
351
Farmers & Merchants Investments Inc
Nebraska
$1.64K
WSFG
352
Wall Street Financial Group
Illinois
$1.64K +$1.84K +45 New
GC
353
Globeflex Capital
California
$1.38K
TFA
354
Transamerica Financial Advisors
Florida
$1.16K -$82 -2 -6%
JWA
355
JFS Wealth Advisors
Pennsylvania
$1.13K -$573 -14 -31%
RWM
356
Rialto Wealth Management
New York
$1.09K +$409 +10 +50%
NSIM
357
North Star Investment Management
Illinois
$1.09K +$1.23K +30 New
AW
358
Avion Wealth
Texas
$1K +$41 +1 +2%
IWS
359
Intentional Wealth Strategies
Colorado
$837 +$941 +23 New
PTC
360
Private Trust Company
Ohio
$728
PWMG
361
Private Wealth Management Group
New Jersey
$619
GSEP
362
Golden State Equity Partners
California
$562 +$613 +15 New
JWM
363
JPL Wealth Management
Colorado
$546 +$613 +15 New
ZBNA
364
Zions Bancorporation, National Association
Utah
$546 +$613 +15 New
BIM
365
Breakwater Investment Management
Washington
$510 +$573 +14 New
BGAI
366
Bruce G. Allen Investments
Colorado
$509 -$204 -5 -26%
CA
367
Crewe Advisors
Utah
$474 +$532 +13 New
ACA
368
American Capital Advisory
Idaho
$364 +$409 +10 New
SIC
369
SJS Investment Consulting
Ohio
$292 +$123 +3 +60%
AW
370
Ankerstar Wealth
Texas
$291 -$286 -7 -47%
CFB
371
Cullen/Frost Bankers
Texas
$278 -$24K -586 -99%
AT
372
Arlington Trust
Alabama
$255 +$286 +7 New
DPW
373
DiNuzzo Private Wealth
Pennsylvania
$219
BHWM
374
Bay Harbor Wealth Management
Maryland
$218 -$82 -2 -25%
SHIM
375
Stone House Investment Management
Pennsylvania
$182 -$3.11K -76 -94%