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Ametek
AME

Overview Fund Activity

983 hedge funds and large institutions have $34B invested in Ametek in 2025 Q1 according to their latest regulatory filings, with 101 funds opening new positions, 396 increasing their positions, 323 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
983
Holders Change
+7
Holders Change %
+0.72%
% of All Funds
13.35%
Holding in Top 10
15
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-28.57%
% of All Funds
0.2%
New
101
Increased
396
Reduced
323
Closed
79
Calls
$69.1M
Puts
$33.9M
Net Calls
+$35.2M
Net Calls Change
+$2.65M

Top Buyers

1
Invesco
Invesco
Georgia
$599M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$1.89B
3
BlackRock
BlackRock
New York
$3.2B
4
UBS Group
UBS Group
Switzerland
$229M
5
CLOS
Compagnie Lombard Odier SCmA
Switzerland
$113M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$937M
2
Capital World Investors
Capital World Investors
California
$689M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$390M
4
AW
Alteri Wealth
California
$0
5
SCA
Southpoint Capital Advisors
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
GC
951
Garde Capital
Washington
$1.72K +$1.72K +10 New
HHGA
952
Halbert Hargrove Global Advisors
California
$1.72K +$1.72K +10 New
ACA
953
Atlas Capital Advisors
Wyoming
$1.72K – – –
TC
954
Tacita Capital
Ontario, Canada
$1.72K – – –
MBFW
955
Morton Brown Family Wealth
Pennsylvania
$1.55K – – –
CWA
956
Carolina Wealth Advisors
South Carolina
$1.38K – – –
M
957
MOTCO
Texas
$1.21K – – –
BHWM
958
Beaird Harris Wealth Management
Texas
$1.21K – – –
KWM
959
Kiker Wealth Management
Georgia
$1.21K +$1.21K +7 New
WW
960
Winnow Wealth
Texas
$1.06K +$303 +2 +40%
CAC
961
Core Alternative Capital
Georgia
$1.03K – – –
CWC
962
Carolinas Wealth Consulting
North Carolina
$1.03K – – –
LIM
963
Longfellow Investment Management
Massachusetts
$1.03K – – –
NL
964
NVWM LLC
Pennsylvania
$1.03K +$689 +4 +200%
BFS
965
Bare Financial Services
Pennsylvania
$1.03K +$1.03K +6 New
FPF
966
First Pacific Financial
Washington
$1.03K +$1.03K +6 New
BAM
967
Bellevue Asset Management
Washington
$1.03K – – –
TFA
968
Transamerica Financial Advisors
Florida
$1K – – –
RFS
969
Richardson Financial Services
Massachusetts
$861 – – –
BHWM
970
Bay Harbor Wealth Management
Maryland
$860 +$860 +5 New
PWA
971
Physician Wealth Advisors
Utah
$689 – – –
PWA
972
Principia Wealth Advisory
Texas
$644 -$322 -2 -33%
KIM
973
Kestra Investment Management
Texas
$517 -$689 -4 -57%
WCM
974
WealthTrak Capital Management
Virginia
$517 -$172 -1 -25%
RPA
975
Redwood Park Advisors
California
$517 – – –
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