We are live on ! Find out more

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
RWM
1101
RMG Wealth Management
Wisconsin
$3.25K +$3.11K +14 New
MAS
1102
MPWM Advisory Solutions
Georgia
$3.21K
UFPG
1103
United Financial Planning Group
New York
$3.21K +$3.33K +15 New
VWM
1104
Vermillion Wealth Management
Minnesota
$3.21K +$3.33K +15 New
CFG
1105
Clayton Financial Group
Missouri
$3K
HWA
1106
Heritage Wealth Advisors
Virginia
$3K
PCM
1107
Penserra Capital Management
California
$3K -$667 -3 -14%
ACA
1108
American Capital Advisory
Idaho
$2.79K +$1.33K +6 +86%
TCM
1109
TD Capital Management
Tennessee
$2.39K
MHR
1110
Matthew Hamilton Rosenberg
$2.36K
PIS
1111
POM Investment Strategies
North Carolina
$2.36K +$2.44K +11 New
AIS
1112
Advocate Investing Services
Maryland
$2.14K
LWM
1113
Lodestone Wealth Management
Washington
$2.14K
WWM
1114
Wolff Wiese Magana
California
$2.14K
LWMI
1115
Legacy Wealth Management (Idaho)
Idaho
$1.93K
MBFW
1116
Morton Brown Family Wealth
Pennsylvania
$1.93K
FMP
1117
Financial Management Professionals
Texas
$1.72K +$667 +3 +60%
VWA
1118
Valued Wealth Advisors
Utah
$1.51K -$1.33K -6 -46%
1CP
1119
1015 Capital Partners
Pennsylvania
$1.5K -$11.1K -50 -88%
M
1120
MOTCO
Texas
$1.5K
TFM
1121
TFC Financial Management
Massachusetts
$1.5K
HFS
1122
Hughes Financial Services
Virginia
$1.5K +$889 +4 +133%
MWC
1123
MBM Wealth Consultants
Missouri
$1.5K +$1.56K +7 New
NB
1124
NBT Bank
New York
$1.5K +$1.56K +7 New
ECA
1125
Elevated Capital Advisors
Utah
$1.29K