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Pembina Pipeline

419 hedge funds and large institutions have $13.3B invested in Pembina Pipeline in 2025 Q1 according to their latest regulatory filings, with 57 funds opening new positions, 153 increasing their positions, 131 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

84% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 31

17% more repeat investments, than reductions

Existing positions increased: 153 | Existing positions reduced: 131

11% more funds holding in top 10

Funds holding in top 10: 910 (+1)

9% more capital invested

Capital invested by funds: $12.2B → $13.3B (+$1.11B)

6% more funds holding

Funds holding: 395419 (+24)

0.37% more ownership

Funds ownership: 56.72%57.09% (+0.37%)

45% less call options, than puts

Call options by funds: $146M | Put options by funds: $266M

Holders
419
Holders Change
+24
Holders Change %
+6.08%
% of All Funds
5.62%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.13%
New
57
Increased
153
Reduced
131
Closed
31
Calls
$146M
Puts
$266M
Net Calls
-$120M
Net Calls Change
+$261M
Name Holding Trade Value Shares
Change
Change in
Stake
TI
301
Tidal Investments
Wisconsin
$249K +$3.04K +81 +1%
MFA
302
Mayflower Financial Advisors
Massachusetts
$248K +$233K +6,207 New
MML Investors Services
303
MML Investors Services
Massachusetts
$248K +$24.2K +645 +12%
SWP
304
Stratos Wealth Partners
Ohio
$248K +$232K +6,194 New
YCM
305
Yousif Capital Management
Michigan
$246K -$79.7K -2,125 -26%
EI
306
Ethic Inc
New York
$242K +$224K +5,980 New
MA
307
MONECO Advisors
Connecticut
$241K +$2.25K +60 +1%
CAPTRUST Financial Advisors
308
CAPTRUST Financial Advisors
North Carolina
$241K +$225K +6,008 New
PP
309
Prudential plc
United Kingdom
$239K -$154K -4,110 -41%
BHPW
310
Beverly Hills Private Wealth
California
$238K +$5.18K +138 +2%
VF
311
Virtu Financial
New York
$236K +$221K +5,904 New
EMCIP
312
Ewing Morris & Co Investment Partners
Ontario, Canada
$230K +$150K +4,000 New
Walleye Capital
313
Walleye Capital
New York
$226K +$212K +5,652 New
MIM
314
Marco Investment Management
Georgia
$223K
IWM
315
IHT Wealth Management
Illinois
$221K -$35K -933 -14%
IC
316
Iconiq Capital
California
$218K +$205K +5,454 New
ONST
317
Old North State Trust
North Carolina
$214K
Carson Wealth (CWM LLC)
318
Carson Wealth (CWM LLC)
Nebraska
$211K -$95.8K -2,553 -33%
ECM
319
Evergreen Capital Management
Washington
$206K -$21.3K -567 -10%
JAM
320
JCIC Asset Management
Ontario, Canada
$205K +$12.2K +325 +7%
BPA
321
Beacon Pointe Advisors
California
$203K +$190K +5,065 New
KMWM
322
Keudell/Morrison Wealth Management
Oregon
$200K +$188K +5,008 New
BCM
323
Basso Capital Management
Connecticut
$200K
NS
324
NBC Securities
Alabama
$198K +$186K +4,964 +165,467%
BC
325
Brookfield Corp
Ontario, Canada
$182K -$388K -10,343 -69%