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1,125 hedge funds and large institutions have $42.1B invested in Ametek in 2025 Q4 according to their latest regulatory filings, with 184 funds opening new positions, 400 increasing their positions, 372 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed

163% more first-time investments, than exits

New positions opened: 184 | Existing positions closed: 70

78% more call options, than puts

Call options by funds: $87.1M | Put options by funds: $49M

71% more funds holding in top 10

Funds holding in top 10: 1424 (+10)

13% more capital invested

Capital invested by funds: $37.4B → $42.1B (+$4.72B)

9% more funds holding

Funds holding: 1,0311,125 (+94)

2.9% more ownership

Funds ownership: 86.33%89.22% (+2.9%)

8% more repeat investments, than reductions

Existing positions increased: 400 | Existing positions reduced: 372

Holders
1,125
Holders Change
+94
Holders Change %
+9.12%
% of All Funds
13.69%
Holding in Top 10
24
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+71.43%
% of All Funds
0.29%
New
184
Increased
400
Reduced
372
Closed
70
Calls
$87.1M
Puts
$49M
Net Calls
+$38M
Net Calls Change
+$4.4M
Name Holding Trade Value Shares
Change
Change in
Stake
HWP
1076
Highline Wealth Partners
California
$2.46K
PWA
1077
Principia Wealth Advisory
Texas
$2.46K +$778 +4 +50%
S
1078
Sachetta
Massachusetts
$2.46K +$2.33K +12 New
CPG
1079
Cornerstone Planning Group
New Jersey
$2.45K -$2.53K -13 -54%
SWM
1080
Spire Wealth Management
Virginia
$2.34K -$11.5K -59 -84%
TCM
1081
TD Capital Management
Tennessee
$2.28K
LI
1082
LRI Investments
Florida
$2.26K
MHR
1083
Matthew Hamilton Rosenberg
$2.26K
WWM
1084
Wolff Wiese Magana
California
$2.05K
AIS
1085
Advocate Investing Services
Maryland
$2.05K +$1.95K +10 New
LWM
1086
Lodestone Wealth Management
Washington
$2.05K +$1.95K +10 New
MBFW
1087
Morton Brown Family Wealth
Pennsylvania
$1.85K
LWMI
1088
Legacy Wealth Management (Idaho)
Idaho
$1.85K +$1.75K +9 New
SS
1089
Sunbelt Securities
Texas
$1.85K +$1.75K +9 New
CTC
1090
Central Trust Company
Missouri
$1.64K
TFM
1091
TFC Financial Management
Massachusetts
$1.44K
ACA
1092
American Capital Advisory
Idaho
$1.44K +$584 +3 +75%
M
1093
MOTCO
Texas
$1.44K
BAM
1094
Bellevue Asset Management
Washington
$1.44K +$195 +1 +17%
RFA
1095
Reyes Financial Architecture
California
$1.44K +$1.36K +7 New
RCM
1096
Richardson Capital Management
Wisconsin
$1.44K +$1.36K +7 New
HIA
1097
HFM Investment Advisors
New Jersey
$1.23K
ECA
1098
Elevated Capital Advisors
Utah
$1.23K +$1.17K +6 New
DF
1099
DecisionPoint Financial
Arizona
$1.03K
FMP
1100
Financial Management Professionals
Texas
$1.03K