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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
CG
751
Caprock Group
Idaho
$486K +$503K +2,265 New
WIA
752
World Investment Advisors
California
$478K +$495K +2,229 New
LWM
753
Lyell Wealth Management
California
$477K
FTWA
754
Fifth Third Wealth Advisors
Ohio
$477K +$54.9K +247 +12%
CI
755
Cigna Investments
Connecticut
$471K -$10.2K -46 -2%
ASN
756
Advisory Services Network
Georgia
$469K +$486K +2,186 New
RFN
757
RDA Financial Network
Iowa
$468K -$23.3K -105 -5%
GFA
758
Gallagher Fiduciary Advisors
Illinois
$466K +$8.44K +38 +2%
IAA
759
Independent Advisor Alliance
North Carolina
$465K -$12.9K -58 -3%
PA
760
Profund Advisors
Maryland
$464K +$18.7K +84 +4%
KPWG
761
KFA Private Wealth Group
Virginia
$463K
DIM
762
Delta Investment Management
California
$457K +$73.8K +332 +18%
OCA
763
OpenArc Corporate Advisory
Georgia
$457K -$28.2K -127 -6%
FFN
764
Focus Financial Network
Minnesota
$456K
TC
765
TAGStone Capital
North Carolina
$451K +$468K +2,105 New
LWM
766
LJI Wealth Management
Indiana
$447K
JWCA
767
J.W. Cole Advisors
Florida
$447K +$121K +544 +35%
CI
768
CX Institutional
Indiana
$445K -$4.89K -22 -1%
WDA
769
Wendell David Associates
New Hampshire
$445K
AIP
770
Ameritas Investment Partners
Nebraska
$442K
PS
771
Principal Securities
Iowa
$439K +$39.1K +176 +9%
TCWA
772
Turtle Creek Wealth Advisors
Texas
$435K +$451K +2,031 New
PJSIMP
773
P.J. Schmidt Investment Management (PJS)
Wisconsin
$434K -$28.2K -127 -6%
CFGW
774
Chancellor Financial Group WB
Pennsylvania
$429K
SRC
775
Shufro Rose & Co
New York
$429K