Ray Dalio's AMG Position Overview
Ray Dalio (via Bridgewater Associates, Lp) currently holds 14.3K shares of Affiliated Managers Group, Inc. (AMG) worth $3.42 M, representing 0.01% of the portfolio. First purchased in 2013-Q2, this long-term strategic position has been held for 50 quarters.
Based on 13F filings since 2013, Ray Dalio has maintained a long-term strategic position in AMG, representing a significant commitment to this investment thesis. Largest addition occurred in Q3 2023, adding 69.1K shares. Largest reduction occurred in Q3 2025, reducing 95.9K 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
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2013 | +3,763 | Add 0.00% | 3,762 | $164.01 |
| Q3 2013 | -3,762 | Sold Out | 3,762 | $0.00 |
| Q1 2014 | +3,026 | New Buy | 3,026 | $199.93 |
| Q2 2014 | -3,026 | Sold Out | 3,026 | $0.00 |
| Q3 2014 | +1,326 | New Buy | 1,326 | $200.60 |
| Q4 2014 | -1,326 | Sold Out | 1,326 | $0.00 |
| Q3 2015 | +1,854 | New Buy | 1,854 | $170.98 |
| Q4 2015 | -1,854 | Sold Out | 1,854 | $0.00 |
| Q2 2016 | +14,800 | New Buy | 14,800 | $140.74 |
| Q3 2016 | -14,800 | Sold Out | 14,800 | $0.00 |
| Q4 2016 | +20,700 | New Buy | 20,700 | $145.31 |
| Q1 2017 | -20,700 | Sold Out | 20,700 | $0.00 |
| Q2 2018 | +10,986 | New Buy | 10,986 | $148.64 |
| Q3 2018 | -10,986 | Sold Out | 10,986 | $0.00 |
| Q4 2018 | +12,888 | New Buy | 12,888 | $97.45 |
| Q1 2019 | +4,486 | Add 34.81% | 17,374 | $107.11 |
| Q2 2019 | -17,374 | Sold Out | 17,374 | $0.00 |
| Q4 2019 | +10,274 | New Buy | 10,274 | $84.78 |
| Q1 2020 | -10,274 | Sold Out | 10,274 | $0.00 |
| Q4 2020 | +8,337 | New Buy | 8,337 | $101.72 |
| Q1 2021 | +5,798 | Add 69.55% | 14,135 | $149.06 |
| Q2 2021 | -1,220 | Reduce 8.63% | 12,915 | $154.24 |
| Q3 2021 | +3,506 | Add 27.15% | 16,421 | $151.09 |
| Q4 2021 | -9,216 | Reduce 56.12% | 7,205 | $164.47 |
| Q1 2022 | -2,330 | Reduce 32.34% | 4,875 | $140.92 |
| Q2 2022 | +32,470 | Add 666.05% | 37,345 | $116.59 |
| Q3 2022 | +15,169 | Add 40.62% | 52,514 | $111.86 |
| Q4 2022 | -31,414 | Reduce 59.82% | 21,100 | $158.43 |
| Q1 2023 | +11,890 | Add 56.35% | 32,990 | $142.42 |
| Q2 2023 | -95 | Reduce 0.29% | 32,895 | $149.89 |
| Q3 2023 | +69,100 | Add 210.06% | 101,995 | $130.34 |
| Q4 2023 | +25,365 | Add 24.87% | 127,360 | $151.42 |
| Q1 2024 | +116 | Add 0.09% | 127,476 | $167.47 |
| Q2 2024 | -64,151 | Reduce 50.32% | 63,325 | $156.23 |
| Q3 2024 | +16,001 | Add 25.27% | 79,326 | $177.80 |
| Q4 2024 | -9,441 | Reduce 11.90% | 69,885 | $184.92 |
| Q1 2025 | +11,229 | Add 16.07% | 81,114 | $168.03 |
| Q2 2025 | +29,134 | Add 35.92% | 110,248 | $196.77 |
| Q3 2025 | -95,914 | Reduce 87.00% | 14,334 | $238.43 |
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 50 quarters since Q2 2013. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Ray Dalio's largest addition to Affiliated Managers Group, Inc. (AMG) was in Q3 2023, adding 101,995 shares worth $13.29 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q3 2025, Ray Dalio's firm, Bridgewater Associates, Lp, owns 14,334 shares of Affiliated Managers Group, Inc. (AMG), valued at approximately $3.42 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
As of the Q3 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. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Ray Dalio's peak holding in Affiliated Managers Group, Inc. (AMG) was 127,476 shares, as reported at the end of Q1 2024. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.