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Pembina Pipeline

391 hedge funds and large institutions have $12.1B invested in Pembina Pipeline in 2025 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 139 increasing their positions, 126 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

10% more repeat investments, than reductions

Existing positions increased: 139 | Existing positions reduced: 126

4% less first-time investments, than exits

New positions opened: 43 | Existing positions closed: 45

1.33% less ownership

Funds ownership: 55.4%54.08% (-1.3%)

2% less funds holding

Funds holding: 401391 (-10)

7% less capital invested

Capital invested by funds: $13B → $12.1B (-$943M)

11% less funds holding in top 10

Funds holding in top 10: 98 (-1)

51% less call options, than puts

Call options by funds: $165M | Put options by funds: $333M

Holders
391
Holders Change
-10
Holders Change %
-2.49%
% of All Funds
4.76%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.1%
New
43
Increased
139
Reduced
126
Closed
45
Calls
$165M
Puts
$333M
Net Calls
-$168M
Net Calls Change
+$24.5M
Name Holding Trade Value Shares
Change
Change in
Stake
JAM
276
JCIC Asset Management
Ontario, Canada
$236K +$18.5K +480 +8%
MML Investors Services
277
MML Investors Services
Massachusetts
$231K -$7.65K -199 -3%
DC
278
Davenport & Co
Virginia
$229K +$39.3K +1,021 +20%
BHPW
279
Beverly Hills Private Wealth
California
$225K +$25.8K +671 +13%
ONST
280
Old North State Trust
North Carolina
$220K
PAG
281
Private Advisor Group
New Jersey
$218K +$2.19K +57 +1%
Man Group
282
Man Group
United Kingdom
$215K +$217K +5,645 New
CAPTRUST Financial Advisors
283
CAPTRUST Financial Advisors
North Carolina
$213K -$14.3K -372 -6%
IWM
284
IHT Wealth Management
Illinois
$212K +$615 +16 +0.3%
WAM
285
Wernau Asset Management
Massachusetts
$212K
MIM
286
Marco Investment Management
Georgia
$212K
APP
287
Avantax Planning Partners
Iowa
$211K -$61.2K -1,590 -22%
KWA
288
Kellett Wealth Advisors
Ohio
$206K
FFA
289
Farther Finance Advisors
California
$204K +$80.5K +2,092 +64%
KWM
290
Kingsview Wealth Management
Oregon
$204K -$66.7K -1,735 -24%
HHCP
291
Hilton Head Capital Partners
South Carolina
$203K +$205K +5,340 New
Carson Wealth (CWM LLC)
292
Carson Wealth (CWM LLC)
Nebraska
$201K -$500 -13 -0.2%
NS
293
NBC Securities
Alabama
$198K -$8.04K -209 -4%
BCM
294
Basso Capital Management
Connecticut
$190K
RhumbLine Advisers
295
RhumbLine Advisers
Massachusetts
$159K -$11.3K -295 -7%
DMIC
296
Dixon Mitchell Investment Counsel
British Columbia, Canada
$147K +$148K +3,851 New
AF
297
Allworth Financial
California
$125K +$577 +15 +0.5%
AAP
298
Arax Advisory Partners
Colorado
$124K -$3.04K -79 -2%
MPWT
299
MassMutual Private Wealth & Trust
Connecticut
$122K -$1.04K -27 -0.8%
HFS
300
Hantz Financial Services
Michigan
$114K +$115K +3,000 New