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987 hedge funds and large institutions have $36B invested in Ametek in 2024 Q4 according to their latest regulatory filings, with 139 funds opening new positions, 349 increasing their positions, 353 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

162% more first-time investments, than exits

New positions opened: 139 | Existing positions closed: 53

119% more call options, than puts

Call options by funds: $59.9M | Put options by funds: $27.4M

17% more funds holding in top 10

Funds holding in top 10: 1821 (+3)

8% more funds holding

Funds holding: 911987 (+76)

5% more capital invested

Capital invested by funds: $34.3B → $36B (+$1.74B)

0.16% more ownership

Funds ownership: 86.23%86.39% (+0.16%)

1% less repeat investments, than reductions

Existing positions increased: 349 | Existing positions reduced: 353

Holders
987
Holders Change
+76
Holders Change %
+8.34%
% of All Funds
13%
Holding in Top 10
21
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+16.67%
% of All Funds
0.28%
New
139
Increased
349
Reduced
353
Closed
53
Calls
$59.9M
Puts
$27.4M
Net Calls
+$32.5M
Net Calls Change
+$139K
Name Holding Trade Value Shares
Change
Change in
Stake
FFN
676
Focus Financial Network
Minnesota
$381K +$3.28K +18 +0.9%
LWM
677
LJI Wealth Management
Indiana
$376K
SWP
678
Sagespring Wealth Partners
Tennessee
$376K +$380K +2,087 New
SWM
679
Segment Wealth Management
Texas
$372K
AW
680
Apricus Wealth
South Carolina
$370K -$38.3K -210 -9%
LWM
681
Lyell Wealth Management
California
$370K
BPA
682
Beacon Pointe Advisors
California
$368K -$348K -1,912 -48%
SSB
683
Sandy Spring Bank
Maryland
$365K -$72.9K -400 -17%
FFA
684
Farther Finance Advisors
California
$361K -$7.83K -43 -2%
SRC
685
Shufro Rose & Co
New York
$361K -$54.6K -300 -13%
CFGW
686
Chancellor Financial Group WB
Pennsylvania
$361K +$364K +2,000 New
EDRH
687
Edmond de Rothschild Holding
Switzerland
$361K +$364K +2,000 New
CFB
688
Cullen/Frost Bankers
Texas
$358K +$1.46K +8 +0.4%
CA
689
Commerzbank Aktiengesellschaft
Germany
$357K +$47.5K +261 +15%
BFM
690
Boothbay Fund Management
New York
$355K +$117K +643 +48%
FNBTCON
691
First National Bank & Trust Co of Newtown
Pennsylvania
$342K
JSSH
692
J. Safra Sarasin Holding
$342K -$747K -4,102 -68%
CDDEC
693
Caisse Des Depots Et Consignations
France
$342K +$345K +1,896 New
PFS
694
Prospera Financial Services
Texas
$339K -$546 -3 -0.2%
FA
695
Fedenia Advisers
Wisconsin
$338K +$342K +1,877 New
LSIA
696
LaSalle St. Investment Advisors
Illinois
$337K +$302K +1,657 New
SCA
697
Snowden Capital Advisors
New York
$336K -$165K -905 -33%
WANY
698
Wealthspire Advisors (New York)
New York
$335K +$338K +1,858 New
QWP
699
Quotient Wealth Partners
Texas
$332K +$12.8K +70 +4%
DIM
700
Delta Investment Management
California
$330K +$364 +2 +0.1%