Ray Dalio's AMG Position Overview
Ray Dalio (via Bridgewater Associates, Lp) currently holds 13,159 shares of Affiliated Managers Group, Inc. (AMG) worth $3.79 M, representing 0.01% of the portfolio. First purchased in 2013-Q2, this long-term strategic position has been held for 40 quarters.
Based on 13F filings, Ray Dalio has maintained a strategic position in AMG, demonstrating sustained confidence in this investment. Largest addition occurred in Q3 2023, adding 69,100 shares. Largest reduction occurred in Q3 2025, reducing 95,914 shares.
Analysis based on 13F filings available since 2013 Q2
Ray Dalio's Affiliated Managers Group (AMG) Holding Value Over Time
Track share changes against reported price movement
Quarterly Affiliated Managers Group (AMG) Trades by Ray Dalio
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | -1,175 | Reduce 8.20% | 13,159 | $288.28 |
| Q3 2025 | -95,914 | Reduce 87.00% | 14,334 | $238.43 |
| Q2 2025 | +29,134 | Add 35.92% | 110,248 | $196.77 |
| Q1 2025 | +11,229 | Add 16.07% | 81,114 | $168.03 |
| Q4 2024 | -9,441 | Reduce 11.90% | 69,885 | $184.92 |
| Q3 2024 | +16,001 | Add 25.27% | 79,326 | $177.80 |
| Q2 2024 | -64,151 | Reduce 50.32% | 63,325 | $156.23 |
| Q1 2024 | +116 | Add 0.09% | 127,476 | $167.47 |
| Q4 2023 | +25,365 | Add 24.87% | 127,360 | $151.42 |
| Q3 2023 | +69,100 | Add 210.06% | 101,995 | $130.34 |
| Q2 2023 | -95 | Reduce 0.29% | 32,895 | $149.89 |
| Q1 2023 | +11,890 | Add 56.35% | 32,990 | $142.42 |
| Q4 2022 | -31,414 | Reduce 59.82% | 21,100 | $158.43 |
| Q3 2022 | +15,169 | Add 40.62% | 52,514 | $111.86 |
| Q2 2022 | +32,470 | Add 666.05% | 37,345 | $116.59 |
| Q1 2022 | -2,330 | Reduce 32.34% | 4,875 | $140.92 |
| Q4 2021 | -9,216 | Reduce 56.12% | 7,205 | $164.47 |
| Q3 2021 | +3,506 | Add 27.15% | 16,421 | $151.09 |
| Q2 2021 | -1,220 | Reduce 8.63% | 12,915 | $154.24 |
| Q1 2021 | +5,798 | Add 69.55% | 14,135 | $149.06 |
| Q4 2020 | +8,337 | New Buy | 8,337 | $101.72 |
| Q1 2020 | -10,274 | Sold Out | 0 | $0.00 |
| Q4 2019 | +10,274 | New Buy | 10,274 | $84.78 |
| Q2 2019 | -17,374 | Sold Out | 0 | $0.00 |
| Q1 2019 | +4,486 | Add 34.81% | 17,374 | $107.11 |
| Q4 2018 | +12,888 | New Buy | 12,888 | $97.45 |
| Q3 2018 | -10,986 | Sold Out | 0 | $0.00 |
| Q2 2018 | +10,986 | New Buy | 10,986 | $148.64 |
| Q1 2017 | -20,700 | Sold Out | 0 | $0.00 |
| Q4 2016 | +20,700 | New Buy | 20,700 | $145.31 |
| Q3 2016 | -14,800 | Sold Out | 0 | $0.00 |
| Q2 2016 | +14,800 | New Buy | 14,800 | $140.74 |
| Q4 2015 | -1,854 | Sold Out | 0 | $0.00 |
| Q3 2015 | +1,854 | New Buy | 1,854 | $170.98 |
| Q4 2014 | -1,326 | Sold Out | 0 | $0.00 |
| Q3 2014 | +1,326 | New Buy | 1,326 | $200.60 |
| Q2 2014 | -3,026 | Sold Out | 0 | $0.00 |
| Q1 2014 | +3,026 | New Buy | 3,026 | $199.93 |
| Q3 2013 | -3,762 | Sold Out | 0 | $0.00 |
| Q2 2013 | +3,762 | Add 0.00% | 3,762 | $164.01 |
Ray Dalio's Affiliated Managers Group Investment FAQs
Ray Dalio first purchased Affiliated Managers Group, Inc. (AMG) in Q2 2013, acquiring 3,762 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Ray Dalio has held Affiliated Managers Group, Inc. (AMG) for 40 quarters since Q2 2013.
Ray Dalio's largest addition to Affiliated Managers Group, Inc. (AMG) was in Q3 2023, adding 101,995 shares worth $13.29 M.
According to the latest 13F filing for Q4 2025, Ray Dalio's firm, Bridgewater Associates, Lp, owns 13,159 shares of Affiliated Managers Group, Inc. (AMG), valued at approximately $3.79 M.
As of the Q4 2025 filing, Affiliated Managers Group, Inc. (AMG) represents approximately 0.01% of Ray Dalio's publicly disclosed stock portfolio, making it one of their key holdings.
Ray Dalio's peak holding in Affiliated Managers Group, Inc. (AMG) was 127,476 shares, as reported at the end of Q1 2024.