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1,033 hedge funds and large institutions have $37.4B invested in Ametek in 2025 Q3 according to their latest regulatory filings, with 120 funds opening new positions, 390 increasing their positions, 341 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed

221% more call options, than puts

Call options by funds: $48.8M | Put options by funds: $15.2M

62% more first-time investments, than exits

New positions opened: 120 | Existing positions closed: 74

14% more repeat investments, than reductions

Existing positions increased: 390 | Existing positions reduced: 341

3% more funds holding

Funds holding: 1,0031,033 (+30)

2% more capital invested

Capital invested by funds: $36.8B → $37.4B (+$646M)

1.81% less ownership

Funds ownership: 88.14%86.33% (-1.8%)

7% less funds holding in top 10

Funds holding in top 10: 1514 (-1)

Holders
1,033
Holders Change
+30
Holders Change %
+2.99%
% of All Funds
13.56%
Holding in Top 10
14
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.67%
% of All Funds
0.18%
New
120
Increased
390
Reduced
341
Closed
74
Calls
$48.8M
Puts
$15.2M
Net Calls
+$33.6M
Net Calls Change
+$18.8M
Name Holding Trade Value Shares
Change
Change in
Stake
SWM
926
Spire Wealth Management
Virginia
$13.2K -$368 -2 -3%
TCOV
927
Trust Company of Vermont
Vermont
$12.8K -$920 -5 -7%
PWA
928
Physician Wealth Advisors
Utah
$11.8K +$10.3K +56 +800%
SFCL
929
Strengthening Families & Communities LLC
Massachusetts
$11.6K +$11.2K +61 New
BF
930
BOK Financial
Oklahoma
$11.5K +$8.46K +46 +307%
AW
931
Avion Wealth
Texas
$11K +$2.21K +12 +26%
SWP
932
Strategic Wealth Partners
Ohio
$10.7K -$249K -1,355 -96%
CFS
933
CGC Financial Services
Oregon
$10.3K
DPW
934
DiNuzzo Private Wealth
Pennsylvania
$9.98K
AP
935
Aspect Partners
Virginia
$9.96K
RDFA
936
Ritter Daniher Financial Advisory
Ohio
$9.96K +$9.75K +53 New
SL
937
Salomon & Ludwin
Virginia
$9.74K +$9.75K +53 New
BIA
938
Bell Investment Advisors
California
$9.59K
YAL
939
Your Advocates Ltd
Texas
$9.4K
HHMI
940
Howard Hughes Medical Institute
Maryland
$9.21K
CA
941
Crewe Advisors
Utah
$9.21K +$9.02K +49 New
JWM
942
JPL Wealth Management
Colorado
$9.02K +$8.83K +48 New
WCM
943
Westend Capital Management
California
$8.84K
PGAM
944
Princeton Global Asset Management
New Jersey
$8.65K
AF
945
Alerus Financial
North Dakota
$8.65K +$8.28K +45 +4,500%
GCM
946
Gables Capital Management
Florida
$8.27K
GBT
947
Grove Bank & Trust
Florida
$8.27K
NWMP
948
Noble Wealth Management PBC
Colorado
$8.08K +$7.91K +43 New
CTWM
949
Cherry Tree Wealth Management
Minnesota
$7.9K
RF
950
Robinswood Financial
Washington
$7.76K