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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
OSNBOA
951
Old Second National Bank of Aurora
Illinois
$1.8K +$1.82K +10 New
PWMG
952
Private Wealth Management Group
New Jersey
$1.8K +$1.82K +10 New
ACA
953
Atlas Capital Advisors
Wyoming
$1.8K
TSMHT
954
Thurston Springer Miller Herd & Titak
Indiana
$1.8K +$1.82K +10 New
CAS
955
Coppell Advisory Solutions
Texas
$1.63K +$1.64K +9 New
MBFW
956
Morton Brown Family Wealth
Pennsylvania
$1.62K
HWP
957
Highline Wealth Partners
California
$1.62K +$1.09K +6 +200%
CPG
958
Cornerstone Planning Group
New Jersey
$1.48K +$1.09K +6 +300%
CWA
959
Carolina Wealth Advisors
South Carolina
$1.44K
KIM
960
Kestra Investment Management
Texas
$1.27K +$1.27K +7 New
BHWM
961
Beaird Harris Wealth Management
Texas
$1.26K
M
962
MOTCO
Texas
$1.26K
GA
963
GoalVest Advisory
New York
$1.26K +$1.27K +7 New
CWC
964
Carolinas Wealth Consulting
North Carolina
$1.08K
CAC
965
Core Alternative Capital
Georgia
$1.08K
LIM
966
Longfellow Investment Management
Massachusetts
$1.08K
BFPW
967
BOK Financial Private Wealth
Colorado
$1.08K +$1.09K +6 New
PWA
968
Principia Wealth Advisory
Texas
$1.08K +$1.09K +6 New
BAM
969
Bellevue Asset Management
Washington
$1.08K +$1.09K +6 New
TFA
970
Transamerica Financial Advisors
Florida
$1K
HWA
971
HHM Wealth Advisors
Tennessee
$902 +$911 +5 New
RFS
972
Richardson Financial Services
Massachusetts
$901 -$1.64K -9 -64%
WW
973
Winnow Wealth
Texas
$756 +$911 +5 New
PWA
974
Physician Wealth Advisors
Utah
$722 +$729 +4 New
WCM
975
WealthTrak Capital Management
Virginia
$722 +$729 +4 New