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Ametek
AME

Overview Fund Activity

989 hedge funds and large institutions have $36.6B invested in Ametek in 2025 Q2 according to their latest regulatory filings, with 98 funds opening new positions, 390 increasing their positions, 354 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
989
Holders Change
+6
Holders Change %
+0.61%
% of All Funds
13.26%
Holding in Top 10
15
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.2%
New
98
Increased
390
Reduced
354
Closed
75
Calls
$29.3M
Puts
$14.5M
Net Calls
+$14.8M
Net Calls Change
-$20.4M

Top Buyers

1
BlackRock
BlackRock
New York
+$219M
2
Amundi
Amundi
France
+$200M
3
Goldman Sachs
Goldman Sachs
New York
+$182M
4
Invesco
Invesco
Georgia
+$140M
5
EIG
EdgePoint Investment Group
Ontario, Canada
+$104M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$211M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$181M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$172M
4
CLOS
Compagnie Lombard Odier SCmA
Switzerland
-$113M
5
American Century Companies
American Century Companies
Missouri
-$105M
Name Holding Trade Value Shares
Change 		Shares
Change %
OBWP
651
O'Brien Wealth Partners
Massachusetts
$461K – – –
WJWM
652
Williams Jones Wealth Management
New York
$459K -$41.1K -227 -8%
CPIG
653
Chicago Partners Investment Group
Illinois
$457K +$59.5K +328 +15%
EWA
654
EverSource Wealth Advisors
Alabama
$457K +$186K +1,028 +69%
GD
655
Grandfield & Dodd
New York
$456K – – –
BJL
656
Brighton Jones LLC
Washington
$456K +$456K +2,521 New
LFAS
657
Level Four Advisory Services
Texas
$454K +$17.6K +97 +4%
FWP
658
Forefront Wealth Partners
Texas
$453K +$453K +2,511 New
IAA
659
Independent Advisor Alliance
North Carolina
$444K +$3.62K +20 +0.8%
CFO
660
Callan Family Office
Pennsylvania
$441K +$441K +2,439 New
DWM
661
Dogwood Wealth Management
Kansas
$440K -$233K -1,283 -35%
SWM
662
Segment Wealth Management
Texas
$438K – – –
KPWS
663
Kestra Private Wealth Services
Texas
$436K -$58.5K -323 -12%
RFN
664
RDA Financial Network
Iowa
$433K +$194K +1,070 +81%
FRA
665
Frank Rimerman Advisors
California
$427K -$68K -376 -14%
FHA
666
First Horizon Advisors
Tennessee
$423K +$12.5K +69 +3%
HNB
667
Huntington National Bank
Ohio
$415K +$3.8K +21 +0.9%
FFA
668
Florida Financial Advisors
Florida
$414K -$23.3K -129 -5%
CI
669
Cigna Investments
Connecticut
$412K -$9.76K -54 -2%
CFG
670
Citizens Financial Group
Rhode Island
$406K +$406K +2,246 New
CICI
671
Capital Investment Counsel Inc
North Carolina
$403K -$4.52K -25 -1%
LWANC
672
Laurel Wealth Advisors (North Carolina)
North Carolina
$400K +$398K +71,984 +17,996%
PJSIMP
673
P.J. Schmidt Investment Management (PJS)
Wisconsin
$399K +$2.53K +14 +0.6%
AIP
674
Ameritas Investment Partners
Nebraska
$394K -$13.6K -75 -3%
First Manhattan
675
First Manhattan
New York
$391K -$41.8K -231 -10%
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