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Pembina Pipeline

399 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, 155 increasing their positions, 133 reducing their positions, and 34 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: 58.75%55.4% (-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
399
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
FMTCOCP
326
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$81K
HI
327
Harbour Investments
Wisconsin
$74.3K
EWA
328
EverSource Wealth Advisors
Alabama
$71.9K
CH
329
Cromwell Holdings
Wyoming
$70.4K
CAM
330
Creekmur Asset Management
Illinois
$68.5K
ASN
331
Advisory Services Network
Georgia
$68.5K
PWAM
332
Private Wealth Asset Management
Iowa
$67.6K
FWA
333
Flagship Wealth Advisors
Massachusetts
$62.1K
GWM
334
Geneos Wealth Management
Colorado
$58.4K
PS
335
Principal Securities
Iowa
$53.1K
VCM
336
Versant Capital Management
Arizona
$48.7K
BWL
337
Bogart Wealth LLC
Virginia
$48.1K
WANY
338
Wealthspire Advisors (New York)
New York
$48K
MG
339
Mather Group
Illinois
$45.4K
LFG
340
Larson Financial Group
Missouri
$42.8K
DJSG
341
D.J. St. Germain
Massachusetts
$40.9K
PA
342
Parallel Advisors
California
$40.8K
GSWM
343
Golden State Wealth Management
California
$40.5K
PWA
344
Physician Wealth Advisors
Utah
$37.2K
GRP
345
Global Retirement Partners
California
$37.1K
CFB
346
Cullen/Frost Bankers
Texas
$36.3K
WIM
347
Westside Investment Management
California
$32.3K
CIAM
348
Caitong International Asset Management
Hong Kong
$30.6K
AAS
349
Ameritas Advisory Services
Nebraska
$29.3K
TFIPS
350
Towarzystwo Funduszy Inwestycyjnych PZU SA
$28.3K