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Pembina Pipeline

394 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, 152 increasing their positions, 133 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: 58.66%55.31% (-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
394
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
CH
326
Cromwell Holdings
Wyoming
$70.4K
CAM
327
Creekmur Asset Management
Illinois
$68.5K
ASN
328
Advisory Services Network
Georgia
$68.5K
PWAM
329
Private Wealth Asset Management
Iowa
$67.6K
FWA
330
Flagship Wealth Advisors
Massachusetts
$62.1K
GWM
331
Geneos Wealth Management
Colorado
$58.4K
PS
332
Principal Securities
Iowa
$53.1K
VCM
333
Versant Capital Management
Arizona
$48.7K
BWL
334
Bogart Wealth LLC
Virginia
$48.1K
WANY
335
Wealthspire Advisors (New York)
New York
$48K
MG
336
Mather Group
Illinois
$45.4K
LFG
337
Larson Financial Group
Missouri
$42.8K
DJSG
338
D.J. St. Germain
Massachusetts
$40.9K
PA
339
Parallel Advisors
California
$40.8K
GSWM
340
Golden State Wealth Management
California
$40.5K
PWA
341
Physician Wealth Advisors
Utah
$37.2K
GRP
342
Global Retirement Partners
California
$37.1K
CFB
343
Cullen/Frost Bankers
Texas
$36.3K
WIM
344
Westside Investment Management
California
$32.3K
CIAM
345
Caitong International Asset Management
Hong Kong
$30.6K
AAS
346
Ameritas Advisory Services
Nebraska
$29.3K
TFIPS
347
Towarzystwo Funduszy Inwestycyjnych PZU SA
$28.3K
NEWAS
348
N.E.W. Advisory Services
Wisconsin
$27.5K
SIS
349
Sound Income Strategies
Florida
$27.4K
DF
350
Dunhill Financial
United Kingdom
$27.3K