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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
14.18%
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
NWAG
676
Net Worth Advisory Group
Utah
$714K -$62.4K -281 -8%
PCG
677
Prosperity Consulting Group
Maryland
$710K +$2.22K +10 +0.3%
IFS
678
Ifrah Financial Services
Arkansas
$706K -$19.3K -87 -3%
CFP
679
Catalyst Financial Partners
Massachusetts
$702K +$256K +1,153 +54%
CF
680
Calder Financial
Pennsylvania
$700K -$32K -144 -4%
BHC
681
Bull Harbor Capital
Maryland
$699K +$725K +3,263 New
FB
682
Fulton Bank
Pennsylvania
$695K -$4K -18 -0.6%
PA
683
Parallel Advisors
California
$694K +$64.2K +289 +10%
SF
684
Summit Financial
New Jersey
$692K +$38.2K +172 +6%
DADC
685
D.A. Davidson & Co
Montana
$690K -$11.1K -50 -2%
GWMR
686
GC Wealth Management RIA
Massachusetts
$689K +$199K +894 +39%
SWP
687
Sagespring Wealth Partners
Tennessee
$674K +$96K +432 +16%
UFF
688
USA Financial Formulas
Michigan
$673K +$422K +1,901 +153%
JJBC
689
James J. Burns & Company
New York
$669K +$693K +3,120 New
Envestnet Portfolio Solutions
690
Envestnet Portfolio Solutions
Illinois
$654K -$280K -1,258 -29%
ISS
691
Intesa Sanpaolo SpA.
Italy
$652K +$189K +850 +39%
SCP
692
Sivia Capital Partners
California
$651K +$215K +966 +47%
FCP
693
Fidelis Capital Partners
Florida
$645K -$1.56K -7 -0.2%
SIC
694
Shoker Investment Counsel
Ohio
$643K
WT
695
Whittier Trust
California
$643K -$29.3K -132 -4%
TVPW
696
Third View Private Wealth
Connecticut
$636K +$39.6K +178 +6%
AA
697
Advisory Alpha
Michigan
$634K +$83.3K +375 +15%
AFCM
698
Applied Finance Capital Management
Puerto Rico
$633K -$43.8K -197 -6%
DCA
699
DSG Capital Advisors
Minnesota
$632K
TCA
700
Transcend Capital Advisors
New Jersey
$630K +$39.6K +178 +6%