We are live on ! Find out more

1,126 hedge funds and large institutions have $42.1B invested in Ametek in 2025 Q4 according to their latest regulatory filings, with 184 funds opening new positions, 400 increasing their positions, 372 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

159% more first-time investments, than exits

New positions opened: 184 | Existing positions closed: 71

78% more call options, than puts

Call options by funds: $87.1M | Put options by funds: $49M

71% more funds holding in top 10

Funds holding in top 10: 1424 (+10)

13% more capital invested

Capital invested by funds: $37.4B → $42.1B (+$4.72B)

9% more funds holding

Funds holding: 1,0331,126 (+93)

2.89% more ownership

Funds ownership: 86.33%89.22% (+2.9%)

8% more repeat investments, than reductions

Existing positions increased: 400 | Existing positions reduced: 372

Holders
1,126
Holders Change
+93
Holders Change %
+9%
% of All Funds
13.7%
Holding in Top 10
24
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+71.43%
% of All Funds
0.29%
New
184
Increased
400
Reduced
372
Closed
71
Calls
$87.1M
Puts
$49M
Net Calls
+$38M
Net Calls Change
+$4.4M
Name Holding Trade Value Shares
Change
Change in
Stake
CPIG
651
Chicago Partners Investment Group
Illinois
$650K +$38.5K +198 +7%
CIA
652
Compass Ion Advisors
Pennsylvania
$649K -$584 -3 -0.1%
AFCM
653
Applied Finance Capital Management
Puerto Rico
$646K -$239K -1,230 -28%
WANY
654
Wealthspire Advisors (New York)
New York
$638K +$408K +2,096 +207%
AA
655
Ancora Advisors
Ohio
$637K +$540K +2,776 +854%
DCA
656
DSG Capital Advisors
Minnesota
$634K
IWC
657
Integrated Wealth Concepts
Massachusetts
$633K -$789K -4,056 -57%
SF
658
Summit Financial
New Jersey
$627K -$23.5K -121 -4%
FGC
659
First Growth Capital
Maryland
$620K +$513K +2,635 New
EDRH
660
Edmond de Rothschild Holding
Switzerland
$619K -$133K -685 -19%
FCP
661
Fidelis Capital Partners
Florida
$619K +$59.1K +304 +11%
SIC
662
Shoker Investment Counsel
Ohio
$616K
EFS
663
Essex Financial Services
Connecticut
$613K +$246K +1,262 +73%
SFC
664
SYM Financial Corp
Indiana
$609K +$29.4K +151 +5%
PA
665
Parallel Advisors
California
$605K +$35.4K +182 +7%
O
666
Ossiam
France
$600K -$62.5K -321 -10%
BW
667
Blalock Williams
Alabama
$594K -$52.3K -269 -9%
EWM
668
Empirical Wealth Management
Washington
$589K +$558K +2,869 New
AG
669
ASO Group
$577K +$547K +2,811 New
TVPW
670
Third View Private Wealth
Connecticut
$572K +$542K +2,787 New
TCA
671
Transcend Capital Advisors
New Jersey
$567K +$389 +2 +0.1%
LWMM
672
Legacy Wealth Management (Mississippi)
Mississippi
$565K +$142K +730 +36%
ACA
673
Anchor Capital Advisors
Massachusetts
$561K
IAG
674
Investment Advisory Group
Massachusetts
$558K
FFM
675
Forum Financial Management
Illinois
$557K +$3.11K +16 +0.6%