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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
WSFG
351
Wall Street Financial Group
Illinois
$1.64K +$1.84K +45 New
GC
352
Globeflex Capital
California
$1.38K
TFA
353
Transamerica Financial Advisors
Florida
$1.16K -$82 -2 -6%
JWA
354
JFS Wealth Advisors
Pennsylvania
$1.13K -$573 -14 -31%
RWM
355
Rialto Wealth Management
New York
$1.09K +$409 +10 +50%
NSIM
356
North Star Investment Management
Illinois
$1.09K +$1.23K +30 New
AW
357
Avion Wealth
Texas
$1K +$41 +1 +2%
IWS
358
Intentional Wealth Strategies
Colorado
$837 +$941 +23 New
PTC
359
Private Trust Company
Ohio
$728
PWMG
360
Private Wealth Management Group
New Jersey
$619
GSEP
361
Golden State Equity Partners
California
$562 +$613 +15 New
JWM
362
JPL Wealth Management
Colorado
$546 +$613 +15 New
ZBNA
363
Zions Bancorporation, National Association
Utah
$546 +$613 +15 New
BIM
364
Breakwater Investment Management
Washington
$510 +$573 +14 New
BGAI
365
Bruce G. Allen Investments
Colorado
$509 -$204 -5 -26%
CA
366
Crewe Advisors
Utah
$474 +$532 +13 New
ACA
367
American Capital Advisory
Idaho
$364 +$409 +10 New
SIC
368
SJS Investment Consulting
Ohio
$292 +$123 +3 +60%
AW
369
Ankerstar Wealth
Texas
$291 -$286 -7 -47%
CFB
370
Cullen/Frost Bankers
Texas
$278 -$24K -586 -99%
AT
371
Arlington Trust
Alabama
$255 +$286 +7 New
DPW
372
DiNuzzo Private Wealth
Pennsylvania
$219
BHWM
373
Bay Harbor Wealth Management
Maryland
$218 -$82 -2 -25%
SHIM
374
Stone House Investment Management
Pennsylvania
$182 -$3.11K -76 -94%
KFAS
375
Keating Financial Advisory Services
Kansas
$182 -$2.33K -57 -92%