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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
TC
676
Truvestments Capital
Florida
$557K -$22K -113 -4%
SWP
677
Sagespring Wealth Partners
Tennessee
$557K +$15.8K +81 +3%
GPWM
678
Grant Private Wealth Management
California
$556K
AF
679
Allworth Financial
California
$554K -$3.7M -19,038 -88%
SLG
680
Stanley-Laman Group
Pennsylvania
$553K +$1.17K +6 +0.2%
EWA
681
EverSource Wealth Advisors
Alabama
$551K -$31.5K -162 -6%
MWM
682
Modera Wealth Management
New Jersey
$544K -$42.2K -217 -8%
BIG
683
Brooklyn Investment Group
New York
$541K +$189K +971 +60%
SFI
684
Susquehanna Fundamental Investments
Pennsylvania
$539K
ABC
685
Associated Banc-Corp
Wisconsin
$538K -$584K -3,000 -53%
HTC
686
Haverford Trust Company
Pennsylvania
$538K -$443K -2,279 -47%
CFG
687
Citizens Financial Group
Rhode Island
$536K +$42.2K +217 +9%
TCM
688
Tributary Capital Management
Nebraska
$532K -$20.4K -105 -4%
AA
689
Advisory Alpha
Michigan
$531K +$75.9K +390 +18%
OBWP
690
O'Brien Wealth Partners
Massachusetts
$523K
WJWM
691
Williams Jones Wealth Management
New York
$521K
ECM
692
Evergreen Capital Management
Washington
$519K +$119K +610 +32%
GCC
693
Guardian Capital (Canada)
Ontario, Canada
$514K +$181K +930 +59%
ET
694
Entropy Technologies
New York
$513K -$2.54M -13,058 -84%
CG
695
Cynosure Group
Utah
$498K +$472K +2,427 New
SWM
696
Segment Wealth Management
Texas
$497K
KPWS
697
Kestra Private Wealth Services
Texas
$497K +$39.7K +204 +9%
IMC
698
Investment Management Corporation
Virginia
$496K +$470K +2,418 New
LFAS
699
Level Four Advisory Services
Texas
$492K -$24.5K -126 -5%
FWA
700
FSM Wealth Advisors
Ohio
$491K -$773K -3,974 -62%