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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
SWM
826
Spire Wealth Management
Virginia
$328K +$338K +1,519 +13,809%
SFS
827
Sowell Financial Services
Arkansas
$325K -$38K -171 -10%
CSIC
828
Clifford Swan Investment Counsel
California
$322K
KBFS
829
Kohmann Bosshard Financial Services
Ohio
$315K -$18.4K -83 -5%
CW
830
CreativeOne Wealth
Kansas
$313K +$2.67K +12 +0.8%
HW
831
Hancock Whitney
Mississippi
$311K -$13.3K -60 -4%
MMG
832
Monetary Management Group
Missouri
$311K
WBC
833
Westpac Banking Corp
Australia
$310K -$67.1K -302 -17%
QL
834
Quarry LP
New York
$310K +$201K +905 +167%
TC
835
TownSquare Capital
Utah
$309K +$17.1K +77 +6%
HFM
836
Harvest Fund Management
China
$309K +$150K +677 +88%
SEIA
837
Signature Estate & Investment Advisors
California
$309K +$444 +2 +0.1%
SC
838
Scotia Capital
Ontario, Canada
$308K -$32.9K -148 -9%
MG
839
Mather Group
Illinois
$306K +$11.1K +50 +4%
AHL
840
Abel Hall LLC
Louisiana
$306K +$76.2K +343 +32%
FHC
841
First Horizon Corporation
Tennessee
$305K -$15.1K -68 -5%
FC
842
Financial Consulate
Maryland
$301K
RCM
843
Radnor Capital Management
Pennsylvania
$300K
CIA
844
Caerus Investment Advisors
Texas
$299K -$98.2K -442 -24%
ACA
845
Aptus Capital Advisors
Alabama
$296K -$164K -738 -35%
TAFW
846
Tred Avon Family Wealth
Maryland
$294K +$20.9K +94 +7%
ICP
847
Impact Capital Partners
Colorado
$294K +$1.56K +7 +0.5%
EA
848
Everpar Advisors
Oklahoma
$293K +$14.7K +66 +5%
RYIA
849
Roehl & Yi Investment Advisors
Oregon
$291K +$301K +1,356 New
MPWT
850
MassMutual Private Wealth & Trust
Connecticut
$290K -$22.2K -100 -7%