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Pembina Pipeline

400 hedge funds and large institutions have $12.8B invested in Pembina Pipeline in 2025 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 155 increasing their positions, 135 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more ownership

Funds ownership:

more funds holding in top 10

Funds holding in top 10:

less capital invested

Capital invested by funds: $ → $

3% less funds holding

Funds holding: 413400 (-13)

17% less first-time investments, than exits

New positions opened: 38 | Existing positions closed: 46

55% less call options, than puts

Call options by funds: $116M | Put options by funds: $259M

Holders
400
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$116M
Puts
$259M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SMC
276
Smith, Moore & Co
Missouri
$289K
AWA
277
Acorn Wealth Advisors
Michigan
$288K
Focus Partners Wealth
278
Focus Partners Wealth
Massachusetts
$284K
PCG
279
Prosperity Consulting Group
Maryland
$282K
MEAC
280
M.E. Allison & Co
Texas
$279K
BC
281
Barrett & Company
Rhode Island
$271K
EAM
282
Erste Asset Management
Austria
$269K
APP
283
Avantax Planning Partners
Iowa
$268K
MFA
284
Mayflower Financial Advisors
Massachusetts
$266K
MFG
285
Mosaic Financial Group
Illinois
$264K
KWM
286
Kingsview Wealth Management
Oregon
$264K
SMWM
287
Silvia McColl Wealth Management
California
$263K
OCAM
288
Onex Canada Asset Management
Ontario, Canada
$259K
SWP
289
Stratos Wealth Partners
Ohio
$257K
ES
290
ETF Store
Kansas
$257K
YCM
291
Yousif Capital Management
Michigan
$254K
Marshall Wace
292
Marshall Wace
United Kingdom
$253K
LNWWM
293
Laird Norton Wetherby Wealth Management
California
$250K
GCM
294
Graham Capital Management
Connecticut
$245K
SC
295
Syon Capital
California
$245K
GGA
296
Granite Group Advisors
Connecticut
$240K
CCA
297
Checchi Capital Advisers
California
$236K
MML Investors Services
298
MML Investors Services
Massachusetts
$233K
MA
299
MONECO Advisors
Connecticut
$228K
CAPTRUST Financial Advisors
300
CAPTRUST Financial Advisors
North Carolina
$221K