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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
EC
726
EntryPoint Capital
New York
$557K -$262K -1,179 -31%
FISPB
727
Fideuram - Intesa Sanpaolo Private Banking
$557K +$410K +1,845 +244%
CFG
728
Citizens Financial Group
Rhode Island
$554K -$6.22K -28 -1%
JSW
729
Journey Strategic Wealth
New Jersey
$544K +$147K +661 +35%
TCM
730
Tributary Capital Management
Nebraska
$542K -$13.3K -60 -2%
AFG
731
Atomi Financial Group
New York
$542K +$64.4K +290 +13%
GD
732
Grandfield & Dodd
New York
$541K +$153K +689 +38%
DCM
733
DGS Capital Management
New Jersey
$537K +$33.1K +149 +6%
LFAS
734
Level Four Advisory Services
Texas
$535K +$21.8K +98 +4%
EFG
735
Everhart Financial Group
Ohio
$534K +$97.6K +439 +21%
WA
736
Waddell & Associates
Tennessee
$533K +$95.6K +430 +21%
IMC
737
Investment Management Corporation
Virginia
$530K +$12K +54 +2%
FFA
738
Florida Financial Advisors
Florida
$528K +$108K +487 +25%
WJWM
739
Williams Jones Wealth Management
New York
$528K -$16.7K -75 -3%
SWM
740
Segment Wealth Management
Texas
$525K +$5.33K +24 +1%
AO
741
Advisor OS
Illinois
$521K +$10.2K +46 +2%
FRA
742
Frank Rimerman Advisors
California
$512K +$4.89K +22 +0.9%
FT
743
Fiduciary Trust
Massachusetts
$508K +$6K +27 +1%
EP
744
Essential Partners
California
$507K +$1.78K +8 +0.3%
GWM
745
GSB Wealth Management
Connecticut
$507K -$4.44K -20 -0.8%
NB
746
Nicolet Bankshares
Wisconsin
$506K +$524K +2,359 New
FWA
747
FSM Wealth Advisors
Ohio
$501K -$12.9K -58 -2%
AWM
748
AE Wealth Management
Kansas
$496K +$61.1K +275 +14%
OL
749
Odyssean LLC
Connecticut
$494K +$512K +2,306 New
FCM
750
Fieldview Capital Management
Michigan
$494K -$803K -3,612 -61%