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Artisan Partners

380 hedge funds and large institutions have $2.67B invested in Artisan Partners in 2025 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 151 increasing their positions, 135 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

204% more call options, than puts

Call options by funds: $5.1M | Put options by funds: $1.68M

12% more repeat investments, than reductions

Existing positions increased: 151 | Existing positions reduced: 135

0.52% more ownership

Funds ownership: 92.63%93.16% (+0.52%)

5% less funds holding

Funds holding: 398380 (-18)

5% less capital invested

Capital invested by funds: $2.83B → $2.67B (-$155M)

22% less first-time investments, than exits

New positions opened: 36 | Existing positions closed: 46

Holders
380
Holders Change
-18
Holders Change %
-4.52%
% of All Funds
4.62%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
36
Increased
151
Reduced
135
Closed
46
Calls
$5.1M
Puts
$1.68M
Net Calls
+$3.42M
Net Calls Change
-$1.85M
Name Holding Trade Value Shares
Change
Change in
Stake
CJ
351
Caitlin John
Michigan
$3.38K +$85 +2 +2%
SHIM
352
Stone House Investment Management
Pennsylvania
$3.3K -$4.91K -115 -59%
KFAS
353
Keating Financial Advisory Services
Kansas
$2.53K +$2.65K +62 New
AFC
354
Ares Financial Consulting
California
$2.24K +$2.35K +55 New
CFM
355
Cornerstone Financial Management
Massachusetts
$2.2K +$2.3K +54 New
JWA
356
JFS Wealth Advisors
Pennsylvania
$1.83K +$512 +12 +36%
FMII
357
Farmers & Merchants Investments Inc
Nebraska
$1.83K
CFO
358
CVA Family Office
Colorado
$1.75K
GC
359
Globeflex Capital
California
$1.55K
TFA
360
Transamerica Financial Advisors
Florida
$1.39K -$85 -2 -6%
CIBC Private Wealth Group
361
CIBC Private Wealth Group
Georgia
$1.22K +$683 +16 +114%
OC
362
Optima Capital
Oregon
$1.22K +$1.28K +30 New
AW
363
Avion Wealth
Texas
$1K
AssetMark Inc
364
AssetMark Inc
California
$896
PTC
365
Private Trust Company
Ohio
$815
RWM
366
Rialto Wealth Management
New York
$815 +$85 +2 +11%
BGAI
367
Bruce G. Allen Investments
Colorado
$774 +$811 +19 New
PWMG
368
Private Wealth Management Group
New Jersey
$693
OP
369
ORG Partners
Indiana
$629
AW
370
Ankerstar Wealth
Texas
$611 +$640 +15 New
NA
371
NewEdge Advisors
Louisiana
$448 +$469 +11 New
TWD
372
True Wealth Design
Ohio
$408 +$256 +6 +150%
BHWM
373
Bay Harbor Wealth Management
Maryland
$325 +$85 +2 +33%
DPW
374
DiNuzzo Private Wealth
Pennsylvania
$245 -$43 -1 -14%
GWM
375
Gilpin Wealth Management
Colorado
$245 +$256 +6 New