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
↓ -7
Streak
1Q ▼
Buyers last Q
51%

Smart Money Signals — APAM

Based on 378 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
378 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
+26 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 — 51% buying

192 buying181 selling
Last quarter: 192 funds bought or added vs 181 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 (-15 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 50 → 57 → 56 → 41. 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.
🔒

68% of holders stayed for 2+ years

■ 68% conviction (2yr+) ■ 20% medium ■ 13% new
256 out of 378 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 — ~41 new funds/quarter

51 → 50 → 57 → 56 → 41 new funds/Q
New funds entering each quarter: 50 → 57 → 56 → 41. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 71% of holders stayed 2+ years

■ 71% veterans ■ 10% 1-2yr ■ 19% new
Of 383 current holders: 271 (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 — 47% AUM from top-100 funds

47% from top-100 AUM funds
57 of 378 holders are among the 100 largest funds by AUM, controlling 47% 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.

Institutional Sentiment Summary — APAM

In 2025 Q4, 192 hedge funds were net buyers of APAM (41 opened a new position, 151 added to an existing one), while 181 reduced or exited (133 trimmed, 48 sold completely) — a 51% buyer ratio, indicating a slight buying edge. 47% of total institutional value in APAM is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: -7 funds (more exits than new entries). Total institutional holders: 378.

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 · 50d ago
APAM
+1.9%
XLF
+4.8%

APAM outperformed XLF by -2.9% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 5d ago
APAM
+0.4%
XLF
+1.2%

Since the filing became public, APAM outperformed XLF by -0.8% .

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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Financial Highlights

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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 institutional holders of APAM — 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?

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 — 51% buying: Last quarter: 192 funds bought or added vs 181 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 — 47% AUM from top-100 funds: 57 of 378 holders are among the 100 largest funds by AUM, controlling 47% 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?

68% of holders stayed for 2+ years: 256 out of 378 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 +0.4% since the 2026 Q1 13F filing date (May 15, 2026), compared to +1.2% for the XLF sector ETF — an outperformance of -0.8%. Since the quarter end (March 31, 2026), APAM has gained +1.9% vs +4.8% 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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