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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
GA
901
Greenspring Advisors
Maryland
$234K +$243K +1,093 New
SP
902
SmartHarvest Portfolios
Washington
$233K -$41.6K -187 -15%
ADMI
903
Albert D. Mason Inc
Massachusetts
$232K -$4.89K -22 -2%
CI
904
Conning Inc
Connecticut
$231K -$40.7K -183 -15%
RWM
905
Ritholtz Wealth Management
New York
$229K -$15.8K -71 -6%
OIA
906
OneDigital Investment Advisors
Kansas
$228K -$206K -927 -47%
WFA
907
Wellspring Financial Advisors
Ohio
$225K +$233K +1,048 New
BIAS
908
Beacon Investment Advisory Services
New Jersey
$224K
CWP
909
Curated Wealth Partners
California
$217K -$44.9K -202 -17%
TPWM
910
Torrey-Payne Wealth Management
California
$214K
BFG
911
Berger Financial Group
Minnesota
$214K
QWP
912
Quotient Wealth Partners
Texas
$214K -$21.1K -95 -9%
TCM
913
Traynor Capital Management
Pennsylvania
$212K
LA
914
Legacy Advisors
Pennsylvania
$211K +$219K +985 New
Federated Hermes
915
Federated Hermes
Pennsylvania
$211K -$693K -3,120 -76%
NS
916
NBC Securities
Alabama
$211K -$222 -1 -0.1%
SS
917
Sunbelt Securities
Texas
$210K +$216K +972 +10,800%
ISWM
918
Intesa Sanpaolo Wealth Management
$209K -$13.1K -59 -6%
BEI
919
Benjamin Edwards Inc
Missouri
$208K +$216K +970 New
AP
920
Appleton Partners
Massachusetts
$207K +$215K +967 New
WF
921
Welch & Forbes
Massachusetts
$206K +$214K +962 New
PCIA
922
Prime Capital Investment Advisors
Kansas
$206K +$214K +961 New
BAAM
923
Baker Avenue Asset Management
California
$205K +$213K +958 New
IC
924
Inscription Capital
Texas
$204K +$211K +950 New
BA
925
Bridgewater Advisors
New York
$203K +$201K +904 New