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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
SPC
301
Sigma Planning Corp
Michigan
$220K
VT
302
Vise Technologies
New York
$219K
ONST
303
Old North State Trust
North Carolina
$217K
WAM
304
Wernau Asset Management
Massachusetts
$213K
IC
305
Iconiq Capital
California
$211K
MIM
306
Marco Investment Management
Georgia
$209K
AAS
307
Avantax Advisory Services
Texas
$209K
USCWA
308
U.S. Capital Wealth Advisors
Texas
$208K
IWM
309
IHT Wealth Management
Illinois
$208K
BHPW
310
Beverly Hills Private Wealth
California
$206K
EI
311
Ethic Inc
New York
$205K
Carson Wealth (CWM LLC)
312
Carson Wealth (CWM LLC)
Nebraska
$203K
NS
313
NBC Securities
Alabama
$192K
BCM
314
Basso Capital Management
Connecticut
$188K
BC
315
Brookfield Corp
Ontario, Canada
$171K
RhumbLine Advisers
316
RhumbLine Advisers
Massachusetts
$168K
FFA
317
Farther Finance Advisors
California
$142K
MPWT
318
MassMutual Private Wealth & Trust
Connecticut
$129K
AF
319
Allworth Financial
California
$122K
WBWA
320
William B. Walkup & Associates
South Carolina
$112K
HT
321
Headlands Technologies
Illinois
$104K
MEG
322
Millstone Evans Group
Colorado
$93.8K
AAP
323
Arax Advisory Partners
Colorado
$83.2K
GIM
324
Glenmede Investment Management
Pennsylvania
$75.1K
FMTCOCP
325
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$75K