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Pembina Pipeline

419 hedge funds and large institutions have $13.3B invested in Pembina Pipeline in 2025 Q1 according to their latest regulatory filings, with 57 funds opening new positions, 153 increasing their positions, 131 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

84% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 31

17% more repeat investments, than reductions

Existing positions increased: 153 | Existing positions reduced: 131

11% more funds holding in top 10

Funds holding in top 10: 910 (+1)

9% more capital invested

Capital invested by funds: $12.2B → $13.3B (+$1.11B)

6% more funds holding

Funds holding: 395419 (+24)

0.37% more ownership

Funds ownership: 56.72%57.09% (+0.37%)

45% less call options, than puts

Call options by funds: $146M | Put options by funds: $266M

Holders
419
Holders Change
+24
Holders Change %
+6.08%
% of All Funds
5.62%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.13%
New
57
Increased
153
Reduced
131
Closed
31
Calls
$146M
Puts
$266M
Net Calls
-$120M
Net Calls Change
+$261M
Name Holding Trade Value Shares
Change
Change in
Stake
RhumbLine Advisers
326
RhumbLine Advisers
Massachusetts
$182K
FFA
327
Farther Finance Advisors
California
$140K +$102K +2,719 +364%
GWM
328
Geneos Wealth Management
Colorado
$135K +$35K +932 +38%
GT
329
Glenmede Trust
Pennsylvania
$132K +$123K +3,288 New
MPWT
330
MassMutual Private Wealth & Trust
Connecticut
$123K +$5.59K +149 +5%
AF
331
Allworth Financial
California
$123K +$1.16K +31 +1%
WBWA
332
William B. Walkup & Associates
South Carolina
$119K
PP
333
Pacifica Partners
Canada
$119K +$28.1K +750 +34%
MEG
334
Millstone Evans Group
Colorado
$100K
HCP
335
Hexagon Capital Partners
Arkansas
$96K +$13.1K +349 +17%
AAP
336
Arax Advisory Partners
Colorado
$86.5K +$2.03K +54 +3%
HI
337
Harbour Investments
Wisconsin
$83.3K -$30.2K -805 -28%
IA
338
IFP Advisors
Florida
$80.3K +$1.61K +43 +2%
FMTCOCP
339
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$80K
WTC
340
WhitTier Trust Company
Nevada
$76.5K
CH
341
Cromwell Holdings
Wyoming
$69.6K
CAM
342
Creekmur Asset Management
Illinois
$67.7K -$113 -3 -0.2%
PWAM
343
Private Wealth Asset Management
Iowa
$66.8K +$62.7K +1,670 New
FWA
344
Flagship Wealth Advisors
Massachusetts
$66.5K
EWA
345
EverSource Wealth Advisors
Alabama
$62.1K +$5.44K +145 +10%
VCM
346
Versant Capital Management
Arizona
$61K +$29.8K +793 +108%
LFG
347
Larson Financial Group
Missouri
$53.7K +$17.5K +467 +53%
PA
348
Parallel Advisors
California
$48.6K -$17.4K -465 -28%
BWL
349
Bogart Wealth LLC
Virginia
$47.6K
MG
350
Mather Group
Illinois
$44.9K +$8.18K +218 +24%