Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

ARTISAN PARTNERS ASSET MGMT (APAM)

365 + 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
↓ -7
Streak
1Q ▼
Buyers last Q
52%

Smart Money Signals — APAM

Based on 360 hedge funds · latest filing: 2025 Q4 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their APAM positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
🏔️

At the ownership peak (98% of max)

98% of all-time peak
360 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 — +7% more funds vs a year ago

fund count last 6Q
+22 new funds entered over the past year (+7% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 52% buying

186 buying174 selling
Last quarter: 186 funds bought or added vs 174 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.
⚠️

Fewer new buyers each quarter (-14 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 48 → 54 → 54 → 40. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔒

69% of holders stayed for 2+ years

■ 69% conviction (2yr+) ■ 19% medium ■ 12% new
248 out of 360 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.
➡️

Steady discovery — ~40 new funds/quarter

47 → 48 → 54 → 54 → 40 new funds/Q
New funds entering each quarter: 48 → 54 → 54 → 40. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 72% of holders stayed 2+ years

■ 72% veterans ■ 10% 1-2yr ■ 18% new
Of 365 current holders: 263 (72%) 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 — 45% AUM from top-100 funds

45% from top-100 AUM funds
41 of 360 holders are among the 100 largest funds by AUM, controlling 45% of total institutional value in APAM. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.4
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.

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.

Smart Money Signal ?
Broad Consensus, Selective Conviction

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

53 top-rated funds 0 high-conviction
Consensus
7.5
/ 10
breadth
×
Elite
0.6
/ 10
conviction
Hedge Fund Positioning: APAM
2026 Q1 Stats Unlock in 14 days 365 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 365 375 -2.67%
13F Shares 65M 65M 1.01%
Total Value $2.66B $2.80B -4.99%
New Positions 40 54 -14
Increased Positions 154 167 -13
Closed Positions 49 29 +20
Reduced Positions 135 119 +16
Total Calls 3 5 -40.0%
Total Puts 3 4 -25.0%
PUT/CALL Ratio 1.0 0.8 Neutral

Statistics: APAM

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Valuation Measures Data as of: --

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

Financial Highlights

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Institutional Holders (2026 Q1)

365 + investors

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

Top 25 institutional holders of APAM — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. 0.95% 2,587,946 $94.2M
2 Carolina Wealth Advisors, LLC 0.87% 57,238 $2.1M
3 FCG Investment Co 0.77% 48,543 $1.8M
4 MOODY ALDRICH PARTNERS LLC 0.74% 113,059 $4.1M
5 Twelve Points Wealth Management LLC 0.65% 81,511 $3.0M
6 Phocas Financial Corp. 0.52% 91,229 $3.3M
7 WASATCH ADVISORS LP 0.38% 1,571,535 $57.2M
8 ISTHMUS PARTNERS, LLC 0.35% 91,072 $3.3M
9 MeadowBrook Investment Advisors LLC 0.30% 9,206 $335K
10 ROMANO BROTHERS AND COMPANY 0.26% 62,453 $2.3M
11 DGS Capital Management, LLC 0.23% 39,243 $1.4M
12 DIVERSIFIED MANAGEMENT INC 0.22% 35,980 $1.3M
13 MQS Management LLC 0.19% 7,558 $275K
14 HARBOR CAPITAL ADVISORS, INC. 0.17% 58,610 $2K
15 Salvus Wealth Management, LLC 0.17% 7,874 $287K
16 SEVEN MILE ADVISORY 0.14% 5,512 $201K
17 Range Financial Group LLC 0.14% 11,491 $418K
18 R Squared Ltd 0.13% 6,302 $229K
19 RDA Financial Network 0.11% 11,621 $423K
20 Impact Capital Partners LLC 0.11% 9,588 $349K
21 AdvisorShares Investments LLC 0.08% 12,300 $448K
22 GREATMARK INVESTMENT PARTNERS, INC. 0.07% 16,725 $609K
23 Moran Wealth Management, LLC 0.06% 50,515 $1.8M
24 Hendershot Investments Inc. 0.06% 11,475 $418K
25 Continuum Advisory, LLC 0.05% 13,117 $477K
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?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their APAM positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for APAM?

Slight buying edge — 52% buying: Last quarter: 186 funds bought or added vs 174 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?

Elite ownership — 45% AUM from top-100 funds: 41 of 360 holders are among the 100 largest funds by AUM, controlling 45% of total institutional value in APAM. 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 APAM?

69% of holders stayed for 2+ years: 248 out of 360 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.

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.