Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

AFFILIATED MANAGERS GROUP (AMG)

480 + Investors. Track Smart Money conviction in AMG. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +58
Streak
3Q ▲
Buyers last Q
55%

Smart Money Signals — AMG

Based on 475 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q
For 3 consecutive quarters, more hedge funds added AMG than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
475 hedge funds hold AMG right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
🚀

Fast accumulation — +23% more funds vs a year ago

fund count last 6Q
+88 new funds entered over the past year (+23% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟡

Slight buying edge — 55% buying

240 buying194 selling
Last quarter: 240 funds bought or added vs 194 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
📈

More new buyers each quarter (+35 vs last Q)

new funds entering per quarter
Funds opening a new AMG position: 40 → 77 → 64 → 99. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

65% of holders stayed for 2+ years

■ 65% conviction (2yr+) ■ 16% medium ■ 19% new
308 out of 475 hedge funds have held AMG for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
💰

Price up while funds trimmed (+20% value, -1% shares)

Value
+19%
Shares
-1%
Last quarter: total value of institutional AMG holdings rose +20% even though funds reduced share count by 1%. The stock price increased enough to offset the selling. Institutions are quietly trimming into price strength — watch for rotation.
📈

Growing discovery — still being found

48 → 40 → 77 → 64 → 99 new funds/Q
New funds entering each quarter: 40 → 77 → 64 → 99. A growing number of institutions are discovering AMG each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 71% of holders stayed 2+ years

■ 71% veterans ■ 8% 1-2yr ■ 20% new
Of 480 current holders: 343 (71%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
🏆

Elite ownership — 41% AUM from top-100 funds

41% from top-100 AUM funds
42 of 475 holders are among the 100 largest funds by AUM, controlling 41% of total institutional value in AMG. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.8
out of 10
Low Exit Risk
Exit risk score 3.8/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Hedge Fund Ownership: AMG

How many hedge funds hold AMG — quarterly history vs. share price
Quarterly hedge fund ownership of AMG vs. share price

Market Analysis: AMG

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: AMG

-- --
Smart Money Signal ?
Broad Consensus, Selective Conviction

Many quality funds hold this stock, but top-tier positions remain relatively small.

59 top-rated funds 2 high-conviction
Consensus
7.7
/ 10
breadth
×
Elite
2.2
/ 10
conviction
Hedge Fund Positioning: AMG
2026 Q1 Stats Unlock in 19 days 480 + Investors

Track Smart Money conviction in AMG. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 480 422 13.74%
13F Shares 26M 26M -1.49%
Total Value $7.38B $6.17B 19.73%
New Positions 100 65 +35
Increased Positions 146 135 +11
Closed Positions 41 48 -7
Reduced Positions 161 156 +5
Total Calls 4 3 33.33%
Total Puts 3 3 -
PUT/CALL Ratio 0.75 1.0 Neutral

Statistics: AMG

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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
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Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
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Institutional Holders (2026 Q1)

480 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in AMG. Verified SEC 13F-HR filings.

Top 25 institutional holders of AMG — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 CWC Advisors, LLC. 1.49% 11,309 $3.1M
2 Seascape Capital Management 1.48% 18,617 $5K
3 Traub Capital Management LLC 1.25% 4,551 $1.3M
4 Poehling Capital Management, INC. 1.06% 18,192 $5.0M
5 Oak Thistle LLC 0.86% 31,835 $8.8M
6 Citadel Investment Advisory, Inc. 0.85% 6,452 $1.8M
7 MOODY ALDRICH PARTNERS LLC 0.75% 15,111 $4.2M
8 Oliver Luxxe Assets LLC 0.54% 13,101 $3.6M
9 Corus Family Wealth Advisors 0.50% 2,210 $612K
10 PRIVATE CLIENT SERVICES, LLC 0.47% 5,659 $1.6M
11 Amplius Wealth Advisors, LLC 0.45% 19,616 $5.4M
12 Index Technologies Group LLC 0.39% 1,304 $361K
13 BW Gestao de Investimentos Ltda. 0.30% 33,000 $9.1M
14 Quantum Portfolio Management LLC 0.26% 2,138 $592K
15 Inspire Investing, LLC 0.24% 10,608 $2.9M
16 Kendall Capital Management 0.21% 3,700 $1.0M
17 REINHART PARTNERS, LLC. 0.21% 26,285 $7.3M
18 Moran Wealth Management, LLC 0.20% 23,192 $6.4M
19 Bayforest Capital Ltd 0.20% 633 $175K
20 Legacy Wealth Asset Management, LLC 0.17% 2,586 $716K
21 R Squared Ltd 0.17% 1,093 $302K
22 MQS Management LLC 0.16% 858 $237K
23 Investment Partners Asset Management, Inc. 0.14% 836 $231K
24 Y-Intercept (Hong Kong) Ltd 0.14% 25,891 $7.2M
25 AlphaQuest LLC 0.13% 8,258 $2.4M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — AFFILIATED MANAGERS GROUP (AMG)

What does the Smart Money Trend signal show for AMG?

Buying streak — 3 quarters in a row: For 3 consecutive quarters, more hedge funds added AMG than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for AMG?

Slight buying edge — 55% buying: Last quarter: 240 funds bought or added vs 194 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for AMG holders?

Elite ownership — 41% AUM from top-100 funds: 42 of 475 holders are among the 100 largest funds by AUM, controlling 41% of total institutional value in AMG. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held AMG?

65% of holders stayed for 2+ years: 308 out of 475 hedge funds have held AMG for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.