APAM Hedge Fund Ownership (Q2 2026)

Q: Is it too late to buy Artisan Partners Asset Mgmt (APAM) following the 2026 Q2 hedge fund 13F filings?

As of today, APAM has moved +2.1% since the 2026 Q2 13F filing date (August 14, 2026), compared to -1.2% for the XLF sector ETF — an outperformance of +3.3%. Since the quarter end (June 30, 2026), APAM gained +22.4% vs +7.2% 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.

Artisan Partners Asset Mgmt (APAM)

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

Smart Money Signals — APAM

Based on 383 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

383 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

+32 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

201 buying172 selling

Last quarter: 201 funds bought or added vs 172 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 (+8 vs last Q)

new funds entering per quarter

Funds opening a new APAM position: 58 → 56 → 41 → 49. 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

251 out of 383 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 → 58 → 56 → 41 → 49 new funds/Q

New funds entering each quarter: 58 → 56 → 41 → 49. 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 389 holders: 265 (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.

🏆

Elite ownership — 52% AUM from top-100 funds

52% from top-100 AUM funds

57 of 382 holders are among the 100 largest funds by AUM, controlling 52% 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.

Metric	All 13F Filers (2026 Q2)	Prior (2026 Q1)	Change
Funds Holding	374	383	-2.35%
13F Shares	69M	68M	2.14%
Total Value	$2.35B	$2.44B	-3.6%
New Positions	53	49	+4
Increased Positions	154	152	+2
Closed Positions	61	45	+16
Reduced Positions	110	125	-15
Total Calls	3	3	-
Total Puts	4	4	-
PUT/CALL Ratio	1.33	1.33	Bearish

Metric

All 13F Filers (2026 Q2)

Prior (2026 Q1)

Change

Funds Holding

374

383

-2.35%

13F Shares

69M

68M

2.14%

Total Value

$2.35B

$2.44B

-3.6%

New Positions

Increased Positions

154

152

Closed Positions

+16

Reduced Positions

110

125

-15

Total Calls

Total Puts

PUT/CALL Ratio

1.33

Bearish

Institutional Holders (2026 Q2)

374 + 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:

FILTER:All New Added To Reduced No Change | Overweight >5%

Top 25 APAM holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Towle & Co	1.95%	167,060	$5.8M
2	Channing Capital Management, LLC	1.48%	1,856,106	$64.1M
3	Measured Risk Portfolios, Inc.	1.26%	41,095	$1.4M
4	Punch & Associates Investment Management, INC.	1.02%	594,780	$20.5M
5	Carolina Wealth Advisors, LLC	0.77%	56,577	$2.0M
6	Twelve Points Wealth Management LLC	0.75%	109,104	$3.8M
7	Vaughan Nelson Investment Management, L.P.	0.75%	2,466,770	$85.2M
8	Moody Aldrich Partners LLC	0.70%	113,059	$3.9M
9	Kayne Anderson Rudnick Investment Management LLC	0.55%	5,171,453	$178.6M
10	Sprott INC.	0.40%	362,095	$12.5M
11	Wasatch Advisors LP	0.39%	1,704,243	$58.8M
12	Isthmus Partners, LLC	0.32%	94,792	$3.3M
13	Operose Advisors LLC	0.29%	42,878	$1.5M
14	JMN Financial LLC	0.28%	10,417	$360K
15	MeadowBrook Investment Advisors LLC	0.28%	10,106	$349K
16	Royce & Associates LP	0.27%	978,485	$33.8M
17	Crawford Investment Counsel Inc	0.25%	426,937	$14.7M
18	Navellier & Associates Inc	0.23%	85,193	$2.9M
19	Inceptionr LLC	0.21%	25,304	$874K
20	Romano Brothers and Company	0.21%	61,015	$2.1M
21	Morningstar Investment Management LLC	0.20%	88,669	$3.2M
22	Salvus Wealth Management, LLC	0.19%	9,650	$333K
23	Fulcrum Asset Management LLP	0.16%	46,904	$1.6M
24	Ironwood Investment Management LLC	0.16%	13,109	$453K
25	Ruffer LLP	0.15%	122,211	$4.2M

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: 201 funds bought or added vs 172 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 — 52% AUM from top-100 funds: 57 of 382 holders are among the 100 largest funds by AUM, controlling 52% 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?

66% of holders stayed for 2+ years: 251 out of 383 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 Q2 hedge fund 13F filings?

As of today, APAM has moved +2.1% since the 2026 Q2 13F filing date (August 14, 2026), compared to -1.2% for the XLF sector ETF — an outperformance of +3.3%. Since the quarter end (June 30, 2026), APAM has gained +22.4% vs +7.2% 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.

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Artisan Partners Asset Mgmt (APAM)

Smart Money Signals — APAM

Buying streak — 1 quarter in a row

At the ownership peak (99% of max)

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

Slight buying edge — 54% buying

More new buyers each quarter (+8 vs last Q)

66% of holders stayed for 2+ years

Peak discovery — momentum slowing

Veteran-anchored — 68% veterans vs 21% newcomers

Elite ownership — 52% AUM from top-100 funds

Institutional Sentiment Summary — APAM

Hedge Fund Ownership: APAM

Market Analysis: APAM

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: APAM

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

Hedge Fund Positioning: APAM

Statistics: APAM

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

Frequently Asked Questions — Artisan Partners Asset Mgmt (APAM)

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