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Pembina Pipeline

400 hedge funds and large institutions have $12.8B invested in Pembina Pipeline in 2025 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 155 increasing their positions, 135 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more ownership

Funds ownership:

more funds holding in top 10

Funds holding in top 10:

less capital invested

Capital invested by funds: $ → $

3% less funds holding

Funds holding: 413400 (-13)

17% less first-time investments, than exits

New positions opened: 38 | Existing positions closed: 46

55% less call options, than puts

Call options by funds: $116M | Put options by funds: $259M

Holders
400
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$116M
Puts
$259M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WTC
326
WhitTier Trust Company
Nevada
$71.7K
HI
327
Harbour Investments
Wisconsin
$68.9K
FHA
328
First Horizon Advisors
Tennessee
$68.7K
EWA
329
EverSource Wealth Advisors
Alabama
$66.2K
AAS
330
Ameritas Advisory Services
Nebraska
$66.1K
CH
331
Cromwell Holdings
Wyoming
$65.2K
CAM
332
Creekmur Asset Management
Illinois
$63.5K
PWAM
333
Private Wealth Asset Management
Iowa
$62.6K
VCM
334
Versant Capital Management
Arizona
$59.4K
SOW
335
State of Wyoming
Wyoming
$57.6K
FWA
336
Flagship Wealth Advisors
Massachusetts
$57.5K
GWM
337
Geneos Wealth Management
Colorado
$54.2K
BWL
338
Bogart Wealth LLC
Virginia
$44.6K
PA
339
Parallel Advisors
California
$44.4K
BCMLT
340
Beacon Capital Management LLC (Tennessee)
Tennessee
$41.8K
PS
341
Principal Securities
Iowa
$39.8K
DJSG
342
D.J. St. Germain
Massachusetts
$38K
VWA
343
VSM Wealth Advisory
Maryland
$37.5K
IA
344
IFP Advisors
Florida
$35.3K
GRP
345
Global Retirement Partners
California
$34.3K
CFB
346
Cullen/Frost Bankers
Texas
$33.7K
TRCT
347
Tower Research Capital (TRC)
New York
$32.5K
CTC
348
Central Trust Company
Missouri
$30.9K
LFG
349
Larson Financial Group
Missouri
$30K
TFIPS
350
Towarzystwo Funduszy Inwestycyjnych PZU SA
$26.2K