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1,151 hedge funds and large institutions have $43B invested in Ametek in 2026 Q1 according to their latest regulatory filings, with 136 funds opening new positions, 463 increasing their positions, 369 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed

114% more call options, than puts

Call options by funds: $99M | Put options by funds: $46.3M

51% more first-time investments, than exits

New positions opened: 136 | Existing positions closed: 90

25% more repeat investments, than reductions

Existing positions increased: 463 | Existing positions reduced: 369

2% more funds holding

Funds holding: 1,1261,151 (+25)

2% more capital invested

Capital invested by funds: $42.1B → $43B (+$859M)

1.54% less ownership

Funds ownership: 89.22%87.68% (-1.5%)

8% less funds holding in top 10

Funds holding in top 10: 2422 (-2)

Holders
1,151
Holders Change
+25
Holders Change %
+2.22%
% of All Funds
14.17%
Holding in Top 10
22
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-8.33%
% of All Funds
0.27%
New
136
Increased
463
Reduced
369
Closed
90
Calls
$99M
Puts
$46.3M
Net Calls
+$52.8M
Net Calls Change
+$14.7M
Name Holding Trade Value Shares
Change
Change in
Stake
NG
626
Norden Group
Utah
$1.01M +$12K +54 +1%
BWM
627
Biltmore Wealth Management
Arizona
$999K -$25.6K -115 -2%
CFB
628
Cullen/Frost Bankers
Texas
$991K +$271K +1,218 +36%
LWCFA
629
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$990K -$7.33K -33 -0.8%
KJHP
630
K.J. Harrison & Partners
Ontario, Canada
$976K
CFO
631
Callan Family Office
Pennsylvania
$976K -$56.4K -254 -5%
MIM
632
Morningstar Investment Management
Illinois
$968K -$88.4K -398 -8%
KIA
633
Knollwood Investment Advisory
Maryland
$965K
KPWS
634
Kestra Private Wealth Services
Texas
$959K +$456K +2,052 +85%
LIM
635
Leavell Investment Management
Alabama
$958K
AV
636
Alamea Verwaltungs
New Jersey
$955K +$101K +453 +11%
PAW
637
Plan A Wealth
Nebraska
$948K +$14.9K +67 +2%
MCM
638
Manchester Capital Management
Vermont
$943K -$222 -1 -0%
Capstone Investment Advisors
639
Capstone Investment Advisors
New York
$938K +$536K +2,413 +123%
BP
640
Ballentine Partners
Massachusetts
$923K +$12.9K +58 +1%
EDRH
641
Edmond de Rothschild Holding
Switzerland
$913K +$276K +1,243 +41%
AAS
642
Annex Advisory Services
Wisconsin
$913K -$45.6K -205 -5%
SIG
643
Sargent Investment Group
Maryland
$910K +$3.11K +14 +0.3%
EI
644
EFG International
$905K +$29.6K +133 +3%
AWM
645
Absher Wealth Management
North Carolina
$901K -$811K -3,648 -46%
CWM
646
Connecticut Wealth Management
Connecticut
$897K +$217K +978 +30%
RCM
647
Requisite Capital Management
Texas
$893K
HSA
648
HBK Sorce Advisory
Pennsylvania
$890K +$68.4K +308 +9%
CB
649
Community Bank
New York
$886K -$66.7K -300 -7%
MAM
650
Martingale Asset Management
Massachusetts
$879K +$911K +4,099 New