Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Artisan Partners Asset Mgmt (APAM)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +3
Streak
1Q ▲
Buyers last Q
54%

Smart Money Signals — APAM

Based on 381 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added APAM 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 (99% of max)

99% of all-time peak
381 hedge funds hold APAM 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.
📶

Steady growth — +9% more funds vs a year ago

fund count last 6Q
+30 new funds entered over the past year (+9% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 54% buying

200 buying171 selling
Last quarter: 200 funds bought or added vs 171 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 (+7 vs last Q)

new funds entering per quarter
Funds opening a new APAM position: 57 → 56 → 41 → 48. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

66% of holders stayed for 2+ years

■ 66% conviction (2yr+) ■ 19% medium ■ 15% new
250 out of 381 hedge funds have held APAM 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.
📊

Peak discovery — momentum slowing

50 → 57 → 56 → 41 → 48 new funds/Q
New funds entering each quarter: 57 → 56 → 41 → 48. APAM is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.
🏛️

Veteran-anchored — 68% veterans vs 21% newcomers

■ 68% veterans ■ 11% 1-2yr ■ 21% new
Entry-cohort mix of 387 holders: 263 (68%) are 2+ year veterans, 43 entered 1–2 years ago, and 81 (21%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
✅

Strong quality — 35% AUM from major funds

35% from top-100 AUM funds
52 of 380 holders rank in the top 100 by AUM, accounting for 35% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.4
out of 10
Low Exit Risk
Exit risk score 3.4/10 — 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.

Institutional Sentiment Summary — APAM

In 2026 Q1, 200 hedge funds were net buyers of APAM (48 opened a new position, 152 added to an existing one), while 171 reduced or exited (126 trimmed, 45 sold completely) — a 54% buyer ratio, indicating a slight buying edge. 35% of total institutional value in APAM is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +3 funds (more new holders than closures). Total institutional holders: 381.

Hedge Fund Ownership: APAM

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

Market Analysis: APAM

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: APAM

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy Artisan Partners Asset Mgmt (APAM) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much APAM has moved relative to its sector benchmark (XLF) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 85d ago
APAM
-2.6%
XLF
+8.8%

APAM outperformed XLF by -11.4% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 40d ago
APAM
-2.7%
XLF
+5.1%

Since the filing became public, APAM outperformed XLF by -7.8% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

30 top-rated funds 0 high-conviction
Consensus
6.5
/ 10
breadth
×
Elite
1.1
/ 10
conviction
Hedge Fund Positioning: APAM
378 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 378 378 -
13F Shares 68M 66M 3.2%
Total Value $2.43B $2.67B -8.9%
New Positions 46 41 +5
Increased Positions 152 148 +4
Closed Positions 46 48 -2
Reduced Positions 124 132 -8
Total Calls 3 3 -
Total Puts 4 3 33.33%
PUT/CALL Ratio 1.33 1.0 Bearish

Statistics: APAM

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Short % of Float --

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Institutional Holders (2026 Q1)

378 + investors

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

QUARTER:
Top 25 APAM holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Channing Capital Management, LLC 1.78% 1,909,869 $69.5M
2 Measured Risk Portfolios, Inc. 1.71% 42,939 $1.6M
3 Punch & Associates Investment Management, INC. 1.16% 551,336 $20.1M
4 Optimist Retirement Group LLC 0.97% 60,542 $2.2M
5 Vaughan Nelson Investment Management, L.P. 0.95% 2,587,946 $94.2M
6 Carolina Wealth Advisors, LLC 0.87% 57,238 $2.1M
7 FCG Investment Co 0.77% 48,543 $1.8M
8 Moody Aldrich Partners LLC 0.74% 113,059 $4.1M
9 Twelve Points Wealth Management LLC 0.65% 81,511 $3.0M
10 Kayne Anderson Rudnick Investment Management LLC 0.59% 5,564,382 $202.5M
11 Phocas Financial Corp. 0.52% 91,229 $3.3M
12 Sprott INC. 0.38% 362,095 $13.2M
13 Wasatch Advisors LP 0.38% 1,571,535 $57.2M
14 Operose Advisors LLC 0.36% 42,878 $1.6M
15 Royce & Associates LP 0.35% 973,227 $35.4M
16 Isthmus Partners, LLC 0.35% 91,072 $3.3M
17 Crawford Investment Counsel Inc 0.33% 529,279 $19.3M
18 Navellier & Associates Inc 0.31% 81,782 $3.0M
19 JMN Financial LLC 0.31% 8,633 $314K
20 MeadowBrook Investment Advisors LLC 0.30% 9,206 $335K
21 Integrated Quantitative Investments LLC 0.26% 39,848 $1.5M
22 Edgestream Partners, L.P. 0.26% 218,013 $7.9M
23 Romano Brothers and Company 0.26% 62,453 $2.3M
24 DGS Capital Management, LLC 0.23% 39,243 $1.4M
25 Diversified Management Inc 0.22% 35,980 $1.3M
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 — Artisan Partners Asset Mgmt (APAM)

What does the Smart Money Trend signal show for APAM?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added APAM 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 APAM?

Slight buying edge — 54% buying: Last quarter: 200 funds bought or added vs 171 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 APAM holders?

Strong quality — 35% AUM from major funds: 52 of 380 holders rank in the top 100 by AUM, accounting for 35% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held APAM?

66% of holders stayed for 2+ years: 250 out of 381 hedge funds have held APAM 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.

Is it too late to buy Artisan Partners Asset Mgmt (APAM) following the 2026 Q1 hedge fund 13F filings?

As of today, APAM has moved -2.7% since the 2026 Q1 13F filing date (May 15, 2026), compared to +5.1% for the XLF sector ETF — an outperformance of -7.8%. Since the quarter end (March 31, 2026), APAM has gained -2.6% vs +8.8% for XLF. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

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.

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