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Pembina Pipeline

429 hedge funds and large institutions have $13.2B invested in Pembina Pipeline in 2026 Q1 according to their latest regulatory filings, with 68 funds opening new positions, 147 increasing their positions, 131 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

172% more first-time investments, than exits

New positions opened: 68 | Existing positions closed: 25

12% more repeat investments, than reductions

Existing positions increased: 147 | Existing positions reduced: 131

10% more funds holding

Funds holding: 391429 (+38)

9% more capital invested

Capital invested by funds: $12.1B → $13.2B (+$1.08B)

10% more call options, than puts

Call options by funds: $227M | Put options by funds: $207M

0% more funds holding in top 10

Funds holding in top 10: 88 (0)

3.67% less ownership

Funds ownership: 54.08%50.4% (-3.7%)

Holders
429
Holders Change
+38
Holders Change %
+9.72%
% of All Funds
5.29%
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.1%
New
68
Increased
147
Reduced
131
Closed
25
Calls
$227M
Puts
$207M
Net Calls
+$19.9M
Net Calls Change
+$188M
Name Holding Trade Value Shares
Change
Change in
Stake
SWP
301
Stratos Wealth Partners
Ohio
$273K -$41.8K -986 -14%
GGA
302
Granite Group Advisors
Connecticut
$270K -$21.5K -506 -8%
FTUS
303
Flow Traders U.S.
New York
$268K +$254K +5,988 New
CC
304
Centiva Capital
New York
$267K +$253K +5,955 New
ONST
305
Old North State Trust
North Carolina
$259K
PAG
306
Private Advisor Group
New Jersey
$257K +$127 +3 +0.1%
DC
307
Davenport & Co
Virginia
$256K -$12.9K -304 -5%
IWM
308
IHT Wealth Management
Illinois
$250K +$594 +14 +0.3%
WAM
309
Wernau Asset Management
Massachusetts
$249K
MIM
310
Marco Investment Management
Georgia
$249K
APP
311
Avantax Planning Partners
Iowa
$248K
KWM
312
Kingsview Wealth Management
Oregon
$242K +$2.21K +52 +1%
KWA
313
Kellett Wealth Advisors
Ohio
$242K
FFA
314
Farther Finance Advisors
California
$240K +$5.09K +120 +2%
EWA
315
EP Wealth Advisors
California
$236K +$224K +5,276 New
KMWM
316
Keudell/Morrison Wealth Management
Oregon
$229K +$217K +5,126 New
AIM
317
Aigen Investment Management
New York
$228K +$216K +5,099 New
BCM
318
Basso Capital Management
Connecticut
$224K
AHL
319
Abel Hall LLC
Louisiana
$224K +$212K +5,000 New
DI
320
Disciplined Investments
Oklahoma
$224K +$212K +5,000 New
PP
321
PDS Planning
Ohio
$221K +$209K +4,935 New
AFG
322
Atomi Financial Group
New York
$221K +$209K +4,927 New
Carson Wealth (CWM LLC)
323
Carson Wealth (CWM LLC)
Nebraska
$215K -$20.3K -478 -9%
SI
324
Stephens Inc
Arkansas
$211K +$199K +4,703 New
SG
325
Stanich Group
New York
$209K +$198K +4,680 New