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Pembina Pipeline

394 hedge funds and large institutions have $13B invested in Pembina Pipeline in 2025 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 152 increasing their positions, 133 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more capital invested

Capital invested by funds: $ → $

less first-time investments, than exits

New positions opened: | Existing positions closed:

less funds holding

Funds holding:

3.34% less ownership

Funds ownership: 58.66%55.31% (-3.3%)

10% less funds holding in top 10

Funds holding in top 10: 109 (-1)

57% less call options, than puts

Call options by funds: $147M | Put options by funds: $339M

Holders
394
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$147M
Puts
$339M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CA
276
Continuum Advisory
Idaho
$302K
MEAC
277
M.E. Allison & Co
Texas
$301K
FAM
278
Fulcrum Asset Management
United Kingdom
$301K
BC
279
Barrett & Company
Rhode Island
$295K
MFA
280
Mayflower Financial Advisors
Massachusetts
$291K
APP
281
Avantax Planning Partners
Iowa
$289K
KWM
282
Kingsview Wealth Management
Oregon
$287K
SWP
283
Stratos Wealth Partners
Ohio
$286K
FC
284
FORA Capital
Florida
$285K
SMWM
285
Silvia McColl Wealth Management
California
$283K
YCM
286
Yousif Capital Management
Michigan
$274K
MFG
287
Mosaic Financial Group
Illinois
$273K
CCA
288
Checchi Capital Advisers
California
$272K
ES
289
ETF Store
Kansas
$267K
GGA
290
Granite Group Advisors
Connecticut
$265K
Focus Partners Wealth
291
Focus Partners Wealth
Massachusetts
$259K
LNWWM
292
Laird Norton Wetherby Wealth Management
California
$255K
MML Investors Services
293
MML Investors Services
Massachusetts
$254K
MA
294
MONECO Advisors
Connecticut
$249K
USCWA
295
U.S. Capital Wealth Advisors
Texas
$246K
CAPTRUST Financial Advisors
296
CAPTRUST Financial Advisors
North Carolina
$242K
ONST
297
Old North State Trust
North Carolina
$234K
JAM
298
JCIC Asset Management
Ontario, Canada
$232K
PAG
299
Private Advisor Group
New Jersey
$230K
WAM
300
Wernau Asset Management
Massachusetts
$225K