AMG
AFFILIATED MANAGERS GROUP, INC.Marquee-fund ownership over time
This quarter's activity
New positions opened
Positions exited
None.
Current holders
Sorted by tenure (longest first)| Fund | First disclosed | Held | Entry price | Latest close | Return on entry |
|---|---|---|---|---|---|
| Bridgewater Associates re-entered | Q3 2013 | 52Q | $175 | $297 | +70% |
| Renaissance Technologies | Q3 2024(8Q snapshot) | 7Q | $165 | $297 | +80% |
| Citadel Advisors | Q3 2024(8Q snapshot) | 7Q | $167 | $297 | +77% |
| Two Sigma Investments re-entered | Q3 2024(8Q snapshot) | 7Q | $167 | $297 | +77% |
| D.E. Shaw | Q3 2024(8Q snapshot) | 7Q | $167 | $297 | +77% |
| Millennium Management | Q3 2024(8Q snapshot) | 7Q | $167 | $297 | +77% |
| Point72 Asset Management re-entered | Q3 2025(8Q snapshot) | 3Q | $223 | $297 | +33% |
“Return on entry” is the price-only move from the fund's first disclosure to today — it ignores any adds, trims, or dividends. A fund that built its position over multiple quarters has a true cost basis somewhere between entry price and latest close; this figure is the upper bound.
Past holders
Funds that exited at some point| Fund | Last entry | Exited | Entry → Exit | Return |
|---|---|---|---|---|
| Maverick Capital 3× in & out | Q2 2024 | Q3 2024 | → $167 | +4% |
| Coatue Management | Q1 2020 | Q2 2020 | → $62 | -25% |
Insider activity
Form 4 — officers, directors, 10%+ ownersFiled within two business days of each transaction by anyone with material insider status at AFFILIATED MANAGERS GROUP, INC.. Pair with the holders table above as a sanity check: heavy insider buying alongside marquee-fund accumulation is the strongest accumulation signal; heavy insider selling alongside fund exits is the strongest distribution signal.
30d / 90d windows measured from Jun 8, 2026 — the most recent Form 4 on file — not from today.
- Form 40001004434-26-000065Jun 8, 2026
- Form 40001004434-26-000062Jun 3, 2026
- Form 40001004434-26-000059May 8, 2026
- Form 40001004434-26-000058May 8, 2026
- Form 40001004434-26-000053May 6, 2026
- Form 40001004434-26-000051May 5, 2026
- Form 40001004434-26-000035Mar 9, 2026
- Form 40001004434-26-000033Mar 9, 2026
- Form 40001004434-26-000031Mar 9, 2026
- Form 40001004434-26-000029Mar 9, 2026
- Form 40001004434-26-000027Mar 9, 2026
- Form 40001004434-26-000025Mar 9, 2026
- Form 40001004434-26-000023Mar 9, 2026
- Form 40001004434-26-000021Mar 9, 2026
- Form 40001004434-26-000019Mar 9, 2026
Fundamentals
XBRL · AFFILIATED MANAGERS GROUP, INC.Annual figures sourced directly from AFFILIATED MANAGERS GROUP, INC.'s 10-K / 10-Q filings via SEC EDGAR XBRL. Latest fiscal year and the year-over-year change, with up to ten years of history.
Recent SEC filings
10-K · 10-Q · 8-K · 13D/G · proxyThe most recent material filings for AFFILIATED MANAGERS GROUP, INC. — earnings, material events, ownership disclosures, proxy statements. Form 4 insider activity is shown in the panel above.
- 8-KMaterial eventJun 9, 2026
- 8-KMaterial eventMay 28, 2026
- 10-QQuarterly reportMay 7, 2026
- 8-KMaterial eventMay 1, 2026
- DEF 14AProxy statementApr 17, 2026
- 8-KMaterial eventFeb 26, 2026
- 10-KAnnual reportFeb 17, 2026
- 8-KMaterial eventFeb 12, 2026
- 8-KMaterial eventFeb 12, 2026
- 8-KMaterial eventDec 11, 2025
- 8-KMaterial eventDec 8, 2025
- 10-QQuarterly reportNov 6, 2025
- 8-KMaterial eventNov 3, 2025
- 8-KMaterial eventAug 14, 2025
- 10-QQuarterly reportAug 7, 2025
Trade history
Every open→close lifecycle across tracked funds| Fund | Open date | Close date | Open price | Close price / current | Return |
|---|---|---|---|---|---|
| Two Sigma Investments | Q2 2026 | open | $294 | $297 | +1% |
| Point72 Asset Management | Q2 2026 | open | $294 | $297 | +1% |
| Two Sigma Investments | Q4 2025 | Q1 2026 | $258 | $323 | +25% |
| Point72 Asset Management | Q3 2025 | Q1 2026 | $223 | $323 | +45% |
| Citadel Advisors | Q3 2024 | open | $167 | $297 | +77% |
| Two Sigma Investments | Q3 2024 | Q2 2025 | $167 | $181 | +8% |
| D.E. Shaw | Q3 2024 | open | $167 | $297 | +77% |
| Millennium Management | Q3 2024 | open | $167 | $297 | +77% |
| Renaissance Technologies | Q3 2024 | open | $165 | $297 | +80% |
| Maverick Capital | Q2 2024 | Q3 2024 | $160 | $167 | +4% |
| Maverick Capital | Q2 2023 | Q4 2023 | $142 | $135 | -5% |
| Bridgewater Associates | Q1 2021 | open | $148 | $310 | +110% |
| Maverick Capital | Q2 2020 | Q2 2022 | $62 | $123 | +97% |
| Coatue Management | Q1 2020 | Q2 2020 | $83 | $62 | -25% |
| Bridgewater Associates | Q1 2020 | Q2 2020 | $82 | $62 | -25% |
| Bridgewater Associates | Q1 2019 | Q3 2019 | $105 | $79 | -25% |
| Bridgewater Associates | Q3 2018 | Q4 2018 | $143 | $109 | -24% |
| Bridgewater Associates | Q1 2017 | Q2 2017 | $162 | $148 | -9% |
| Bridgewater Associates | Q3 2016 | Q4 2016 | $139 | $135 | -3% |
| Bridgewater Associates | Q4 2015 | Q1 2016 | $166 | $114 | -31% |
| Bridgewater Associates | Q4 2014 | Q1 2015 | $194 | $206 | +6% |
| Bridgewater Associates | Q2 2014 | Q3 2014 | $184 | $191 | +3% |
| Bridgewater Associates | Q3 2013 | Q4 2013 | $175 | $196 | +12% |
- Covers only the 27 marquee funds tracked here, not the full institutional universe. A “0 holders” reading does not mean unowned.
- Heavy funds (Renaissance Technologies, Citadel Advisors, Soros Fund Management, Two Sigma Investments, D.E. Shaw, AQR Capital Management, Millennium Management, Point72 Asset Management) use 8-quarter snapshots, so their pre-2024 history is missing.
- “Current” reflects each fund's most recent 13F — filings lag the actual trade by up to 45 days; positions shown may have changed since.
- Cost = price at the entry filing date. Re-entered positions show the most recent open lot.
- Options, ADRs, and unmapped CUSIPs are excluded from the follower-backtest pipeline that produces these snapshots, so certain holding types won't appear here.