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Pembina Pipeline

403 hedge funds and large institutions have $12.8B invested in Pembina Pipeline in 2025 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 155 increasing their positions, 136 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: 415403 (-12)

15% less first-time investments, than exits

New positions opened: 39 | Existing positions closed: 46

55% less call options, than puts

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

Holders
403
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
MA
301
MONECO Advisors
Connecticut
$228K
CAPTRUST Financial Advisors
302
CAPTRUST Financial Advisors
North Carolina
$221K
SPC
303
Sigma Planning Corp
Michigan
$220K
VT
304
Vise Technologies
New York
$219K
ONST
305
Old North State Trust
North Carolina
$217K
WAM
306
Wernau Asset Management
Massachusetts
$213K
IC
307
Iconiq Capital
California
$211K
MIM
308
Marco Investment Management
Georgia
$209K
AAS
309
Avantax Advisory Services
Texas
$209K
USCWA
310
U.S. Capital Wealth Advisors
Texas
$208K
IWM
311
IHT Wealth Management
Illinois
$208K
BHPW
312
Beverly Hills Private Wealth
California
$206K
EI
313
Ethic Inc
New York
$205K
Carson Wealth (CWM LLC)
314
Carson Wealth (CWM LLC)
Nebraska
$203K
NS
315
NBC Securities
Alabama
$192K
BCM
316
Basso Capital Management
Connecticut
$188K
BC
317
Brookfield Corp
Ontario, Canada
$171K
RhumbLine Advisers
318
RhumbLine Advisers
Massachusetts
$168K
FFA
319
Farther Finance Advisors
California
$142K
MPWT
320
MassMutual Private Wealth & Trust
Connecticut
$129K
AF
321
Allworth Financial
California
$122K
WBWA
322
William B. Walkup & Associates
South Carolina
$112K
HT
323
Headlands Technologies
Illinois
$104K
MEG
324
Millstone Evans Group
Colorado
$93.8K
AAP
325
Arax Advisory Partners
Colorado
$83.2K