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Pembina Pipeline
PBA

Overview Fund Activity

397 hedge funds and large institutions have $12.8B invested in Pembina Pipeline in 2025 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 154 increasing their positions, 134 reducing their positions, and 46 closing their positions.

Holders
397
Holders Change
-16
Holders Change %
-3.87%
% of All Funds
5.33%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.12%
New
37
Increased
154
Reduced
134
Closed
46
Calls
$110M
Puts
$259M
Net Calls
-$148M
Net Calls Change
-$28.4M

Top Buyers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$2.05B
2
Goldman Sachs
2
Goldman Sachs
New York
$503M
3
Norges Bank
3
Norges Bank
Norway
$230M
4
CIBC Asset Management
4
CIBC Asset Management
Ontario, Canada
$284M
5
Fidelity International
5
Fidelity International
Bermuda
$640M

Top Sellers

1
Canada Pension Plan Investment Board
1
Canada Pension Plan Investment Board
Ontario, Canada
$95.5M
2
Capital World Investors
2
Capital World Investors
California
$2.77M
3
CIBC World Market
3
CIBC World Market
Ontario, Canada
$415M
4
Deutsche Bank
4
Deutsche Bank
Germany
$415M
5
Bank of Montreal
5
Bank of Montreal
Ontario, Canada
$723M
Name Market Value Shares Shares
Change 		Shares
Change %
EWA
326
EverSource Wealth Advisors
Alabama
$66.2K 1,766 +215 +14%
AAS
327
Ameritas Advisory Services
Nebraska
$66.1K 1,762 +1,762 New
CH
328
Cromwell Holdings
Wyoming
$65.2K 1,739 – –
CAM
329
Creekmur Asset Management
Illinois
$63.5K 1,693 +1 +0.1%
PWAM
330
Private Wealth Asset Management
Iowa
$62.6K 1,670 – –
VCM
331
Versant Capital Management
Arizona
$59.4K 1,584 +59 +4%
SOW
332
State of Wyoming
Wyoming
$57.6K 1,536 +1,536 New
FWA
333
Flagship Wealth Advisors
Massachusetts
$57.5K 1,534 -127 -8%
GWM
334
Geneos Wealth Management
Colorado
$54.2K 1,444 -1,932 -57%
BWL
335
Bogart Wealth LLC
Virginia
$44.6K 1,190 – –
PA
336
Parallel Advisors
California
$44.4K 1,184 -29 -2%
BCMLT
337
Beacon Capital Management LLC (Tennessee)
Tennessee
$41.8K 1,115 +15 +1%
PS
338
Principal Securities
Iowa
$39.8K 1,062 +145 +16%
DJSG
339
D.J. St. Germain
Massachusetts
$38K 1,012 – –
VWA
340
VSM Wealth Advisory
Maryland
$37.5K 1,000 – –
IA
341
IFP Advisors
Florida
$35.3K 941 -1,067 -53%
GRP
342
Global Retirement Partners
California
$34.3K 915 +915 New
CFB
343
Cullen/Frost Bankers
Texas
$33.7K 898 -36 -4%
TRCT
344
Tower Research Capital (TRC)
New York
$32.5K 867 -32,554 -97%
CTC
345
Central Trust Company
Missouri
$30.9K 825 -200 -20%
LFG
346
Larson Financial Group
Missouri
$30K 800 -541 -40%
TFIPS
347
Towarzystwo Funduszy Inwestycyjnych PZU SA
$26.2K 700 – –
SIS
348
Sound Income Strategies
Florida
$26K 692 – –
NEWAS
349
N.E.W. Advisory Services
Wisconsin
$25.5K 680 – –
DF
350
Dunhill Financial
United Kingdom
$25.3K 675 -1,250 -65%
12 13
14
15 16