817 hedge funds and large institutions have $32.6B invested in Ametek in 2023 Q2 according to their latest regulatory filings, with 94 funds opening new positions, 295 increasing their positions, 297 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
817
Holders Change
+46
Holders Change %
+5.97%
% of All Funds
12.88%
Holding in Top 10
16
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+14.29%
% of All Funds
0.25%
New
94
Increased
295
Reduced
297
Closed
46
Calls
$38.4M
Puts
$9.27M
Net Calls
+$29.2M
Net Calls Change
+$5.96M
Name Holding Trade Value Shares
Change
Shares
Change %
PFO
526
Pathstone Family Office
New Jersey
$590K +$94.6K +581 +19%
OBWP
527
O'Brien Wealth Partners
Massachusetts
$585K -$1.94K -12 -0.3%
SIA
528
Strategic Investment Advisors
Michigan
$584K +$18.6K +115 +3%
FTDI
529
First Trust Direct Indexing
Massachusetts
$581K +$55.5K +343 +11%
Carson Wealth (CWM LLC)
530
Carson Wealth (CWM LLC)
Nebraska
$579K +$91.5K +565 +19%
WTC
531
WhitTier Trust Company
Nevada
$573K
CCIA
532
Campbell & Co Investment Adviser
Maryland
$569K +$3.72K +23 +0.7%
AWS
533
Atria Wealth Solutions
New York
$568K +$809 +5 +0.1%
PRC
534
Pearl River Capital
Michigan
$562K +$562K +3,470 New
SEC
535
Seven Eight Capital
New York
$561K +$561K +3,463 New
CWM
536
Connecticut Wealth Management
Connecticut
$554K -$2.1K -13 -0.4%
SWP
537
Strategic Wealth Partners
Ohio
$543K
MC
538
Machina Capital
France
$541K +$541K +3,340 New
KPWS
539
Kestra Private Wealth Services
Texas
$528K +$26.5K +164 +5%
VF
540
Virtu Financial
New York
$519K +$519K +3,205 New
CNBT
541
Canandaigua National Bank & Trust
New York
$515K
VAS
542
Vestmark Advisory Solutions
Massachusetts
$510K +$12.6K +78 +3%
SF
543
Synovus Financial
Georgia
$508K -$28K -173 -5%
AA
544
AlphaMark Advisors
Kentucky
$506K -$116K -716 -19%
HTC
545
Haverford Trust Company
Pennsylvania
$504K +$4.53K +28 +0.9%
ASN
546
Advisory Services Network
Georgia
$503K -$648 -4 -0.1%
HI
547
Horizon Investments
North Carolina
$497K +$413K +2,552 +495%
VWM
548
Venturi Wealth Management
Texas
$496K -$162 -1 -0%
CICI
549
Capital Investment Counsel Inc
North Carolina
$495K
SRC
550
Shufro Rose & Co
New York
$486K