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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
EP
751
Edgestream Partners
New Jersey
$248K -$807K -4,431 -76%
SAG
752
SageView Advisory Group
California
$248K +$250K +1,375 New
MOS
753
MGO One Seven
Ohio
$247K +$250K +1,372 New
EA
754
Everpar Advisors
Oklahoma
$247K +$364 +2 +0.1%
MG
755
Mather Group
Illinois
$246K -$729 -4 -0.3%
SCM
756
Shelton Capital Management
Colorado
$246K
KWMG
757
King Wealth Management Group
Florida
$246K
NP
758
NorthRock Partners
Minnesota
$244K -$50.5K -277 -17%
RWP
759
Ridgecrest Wealth Partners
California
$243K
PAS
760
Professional Advisory Services
Florida
$243K
BC
761
Bridgefront Capital
Texas
$241K -$191K -1,046 -44%
PP
762
PDS Planning
Ohio
$239K -$8.74K -48 -3%
OR
763
Olympiad Research
Connecticut
$238K +$241K +1,322 New
EL
764
EWA LLC
Pennsylvania
$237K -$182 -1 -0.1%
WAG
765
Wallace Advisory Group
California
$235K +$13.7K +75 +6%
MWM
766
Mission Wealth Management
California
$233K +$4.01K +22 +2%
LWCFA
767
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$231K +$45.4K +249 +25%
AWA
768
Aaron Wealth Advisors
Illinois
$227K +$230K +1,262 New
FIB
769
First Interstate Bank
Montana
$226K +$229K +1,255 New
ST
770
Smithfield Trust
Pennsylvania
$225K
SCM
771
Semanteon Capital Management
Massachusetts
$223K +$225K +1,237 New
N
772
Numerai
California
$221K +$223K +1,226 New
GL
773
Graypoint LLC
New York
$221K +$223K +1,223 New
BONST
774
Bank of Nova Scotia Trust
Ontario, Canada
$220K -$5.28K -29 -2%
ECM
775
Evergreen Capital Management
Washington
$220K +$1.27K +7 +0.6%