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Pembina Pipeline
PBA

Overview Fund Activity

397 hedge funds and large institutions have $12.8B invested in Pembina Pipeline in 2025 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 154 increasing their positions, 134 reducing their positions, and 46 closing their positions.

Holders
397
Holders Change
-16
Holders Change %
-3.87%
% of All Funds
5.33%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.12%
New
37
Increased
154
Reduced
134
Closed
46
Calls
$110M
Puts
$259M
Net Calls
-$148M
Net Calls Change
-$28.4M

Top Buyers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$2.05B
2
Goldman Sachs
2
Goldman Sachs
New York
$503M
3
Norges Bank
3
Norges Bank
Norway
$230M
4
CIBC Asset Management
4
CIBC Asset Management
Ontario, Canada
$284M
5
Fidelity International
5
Fidelity International
Bermuda
$640M

Top Sellers

1
Canada Pension Plan Investment Board
1
Canada Pension Plan Investment Board
Ontario, Canada
$95.5M
2
Capital World Investors
2
Capital World Investors
California
$2.77M
3
CIBC World Market
3
CIBC World Market
Ontario, Canada
$415M
4
Deutsche Bank
4
Deutsche Bank
Germany
$415M
5
Bank of Montreal
5
Bank of Montreal
Ontario, Canada
$723M
Name Market Value Shares Shares
Change 		Shares
Change %
WAM
301
Wernau Asset Management
Massachusetts
$213K 5,669 -632 -10%
IC
302
Iconiq Capital
California
$211K 5,616 +162 +3%
MIM
303
Marco Investment Management
Georgia
$209K 5,570 – –
AAS
304
Avantax Advisory Services
Texas
$209K 5,562 +5,562 New
USCWA
305
U.S. Capital Wealth Advisors
Texas
$208K 5,551 -845 -13%
IWM
306
IHT Wealth Management
Illinois
$208K 5,542 +14 +0.3%
BHPW
307
Beverly Hills Private Wealth
California
$206K 5,491 -451 -8%
EI
308
Ethic Inc
New York
$205K 5,501 -479 -8%
Carson Wealth (CWM LLC)
309
Carson Wealth (CWM LLC)
Nebraska
$203K 5,409 +143 +3%
NS
310
NBC Securities
Alabama
$192K 5,143 +176 +4%
BCM
311
Basso Capital Management
Connecticut
$188K 5,001 – –
BC
312
Brookfield Corp
Ontario, Canada
$171K 4,551 – –
RhumbLine Advisers
313
RhumbLine Advisers
Massachusetts
$168K 4,467 -71 -2%
FFA
314
Farther Finance Advisors
California
$142K 3,774 +307 +9%
MPWT
315
MassMutual Private Wealth & Trust
Connecticut
$129K 3,436 +352 +11%
AF
316
Allworth Financial
California
$122K 3,256 +50 +2%
WBWA
317
William B. Walkup & Associates
South Carolina
$112K 2,975 – –
HT
318
Headlands Technologies
Illinois
$104K 2,774 +2,774 New
MEG
319
Millstone Evans Group
Colorado
$93.8K 2,500 – –
AAP
320
Arax Advisory Partners
Colorado
$83.2K 2,156 -4 -0.2%
GIM
321
Glenmede Investment Management
Pennsylvania
$75.1K 2,000 +2,000 New
FMTCOCP
322
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$75K 2,000 – –
WTC
323
WhitTier Trust Company
Nevada
$71.7K 1,911 – –
HI
324
Harbour Investments
Wisconsin
$68.9K 1,836 -245 -12%
FHA
325
First Horizon Advisors
Tennessee
$68.7K 1,832 +1,159 +172%
11 12
13
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