1,028 hedge funds and large institutions have $37.4B invested in Ametek in 2025 Q3 according to their latest regulatory filings, with 119 funds opening new positions, 388 increasing their positions, 341 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding

Funds holding:

2% more capital invested

Capital invested by funds: $36.7B → $37.4B (+$642M)

1.82% less ownership

Funds ownership: 88.1%86.28% (-1.8%)

7% less funds holding in top 10

Funds holding in top 10: 1514 (-1)

Holders
1,028
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
14
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$48.8M
Puts
$15.2M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LWM
701
LJI Wealth Management
Indiana
$392K
AO
702
Advisor OS
Illinois
$392K
WDA
703
Wendell David Associates
New Hampshire
$390K
HAG
704
HighPoint Advisor Group
Illinois
$389K
LWM
705
Lyell Wealth Management
California
$386K
WA
706
Waverly Advisors
Alabama
$386K
AWA
707
Arkadios Wealth Advisors
Georgia
$386K
LWMM
708
Legacy Wealth Management (Mississippi)
Mississippi
$380K
ACA
709
Aptus Capital Advisors
Alabama
$380K
SCP
710
Sivia Capital Partners
California
$380K
FTWA
711
Fifth Third Wealth Advisors
Ohio
$379K
CFGW
712
Chancellor Financial Group WB
Pennsylvania
$376K
GFA
713
Gallagher Fiduciary Advisors
Illinois
$374K
CA
714
Commerzbank Aktiengesellschaft
Germany
$371K
SWP
715
Stratos Wealth Partners
Ohio
$368K
BHCM
716
Brevan Howard Capital Management
Jersey
$368K
AWM
717
AE Wealth Management
Kansas
$364K
FFA
718
Florida Financial Advisors
Florida
$364K
OIA
719
OneDigital Investment Advisors
Kansas
$363K
AW
720
Apricus Wealth
South Carolina
$361K
ECM
721
Evergreen Capital Management
Washington
$361K
AFG
722
Atomi Financial Group
New York
$360K
FNBTCON
723
First National Bank & Trust Co of Newtown
Pennsylvania
$357K
EFG
724
Everhart Financial Group
Ohio
$355K
CI
725
CX Institutional
Indiana
$351K