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Pembina Pipeline

399 hedge funds and large institutions have $13B invested in Pembina Pipeline in 2025 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 155 increasing their positions, 133 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more capital invested

Capital invested by funds: $ → $

less first-time investments, than exits

New positions opened: | Existing positions closed:

less funds holding

Funds holding:

3.34% less ownership

Funds ownership: 58.75%55.4% (-3.3%)

10% less funds holding in top 10

Funds holding in top 10: 109 (-1)

57% less call options, than puts

Call options by funds: $147M | Put options by funds: $339M

Holders
399
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$147M
Puts
$339M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PAG
301
Private Advisor Group
New Jersey
$230K
WAM
302
Wernau Asset Management
Massachusetts
$225K
MIM
303
Marco Investment Management
Georgia
$225K
IWM
304
IHT Wealth Management
Illinois
$225K
VT
305
Vise Technologies
New York
$225K
PFS
306
Prospera Financial Services
Texas
$223K
HWM
307
HB Wealth Management
Georgia
$220K
NS
308
NBC Securities
Alabama
$219K
KWA
309
Kellett Wealth Advisors
Ohio
$218K
Carson Wealth (CWM LLC)
310
Carson Wealth (CWM LLC)
Nebraska
$214K
BHPW
311
Beverly Hills Private Wealth
California
$212K
BCI
312
Brinker Capital Investments
Pennsylvania
$211K
PP
313
PDS Planning
Ohio
$203K
BCM
314
Basso Capital Management
Connecticut
$202K
DC
315
Davenport & Co
Virginia
$202K
AHL
316
Abel Hall LLC
Louisiana
$202K
RhumbLine Advisers
317
RhumbLine Advisers
Massachusetts
$181K
AAP
318
Arax Advisory Partners
Colorado
$135K
FFA
319
Farther Finance Advisors
California
$132K
AF
320
Allworth Financial
California
$132K
MPWT
321
MassMutual Private Wealth & Trust
Connecticut
$131K
WBWA
322
William B. Walkup & Associates
South Carolina
$120K
Bank Julius Baer & Co
323
Bank Julius Baer & Co
Switzerland
$116K
MEG
324
Millstone Evans Group
Colorado
$101K
Macquarie Group
325
Macquarie Group
Australia
$93.9K