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Pembina Pipeline

398 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, 154 increasing their positions, 134 reducing their positions, and 33 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: 58.67%55.33% (-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
398
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
WAM
301
Wernau Asset Management
Massachusetts
$225K
MIM
302
Marco Investment Management
Georgia
$225K
IWM
303
IHT Wealth Management
Illinois
$225K
VT
304
Vise Technologies
New York
$225K
PFS
305
Prospera Financial Services
Texas
$223K
HWM
306
HB Wealth Management
Georgia
$220K
NS
307
NBC Securities
Alabama
$219K
KWA
308
Kellett Wealth Advisors
Ohio
$218K
Carson Wealth (CWM LLC)
309
Carson Wealth (CWM LLC)
Nebraska
$214K
BHPW
310
Beverly Hills Private Wealth
California
$212K
BCI
311
Brinker Capital Investments
Pennsylvania
$211K
PP
312
PDS Planning
Ohio
$203K
BCM
313
Basso Capital Management
Connecticut
$202K
DC
314
Davenport & Co
Virginia
$202K
AHL
315
Abel Hall LLC
Louisiana
$202K
RhumbLine Advisers
316
RhumbLine Advisers
Massachusetts
$181K
AAP
317
Arax Advisory Partners
Colorado
$135K
FFA
318
Farther Finance Advisors
California
$132K
AF
319
Allworth Financial
California
$132K
MPWT
320
MassMutual Private Wealth & Trust
Connecticut
$131K
WBWA
321
William B. Walkup & Associates
South Carolina
$120K
Bank Julius Baer & Co
322
Bank Julius Baer & Co
Switzerland
$116K
MEG
323
Millstone Evans Group
Colorado
$101K
Macquarie Group
324
Macquarie Group
Australia
$93.9K
FMTCOCP
325
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$81K