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Pembina Pipeline

398 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, 154 increasing their positions, 134 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: 58.67%55.33% (-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
398
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
HI
326
Harbour Investments
Wisconsin
$74.3K
EWA
327
EverSource Wealth Advisors
Alabama
$71.9K
CH
328
Cromwell Holdings
Wyoming
$70.4K
CAM
329
Creekmur Asset Management
Illinois
$68.5K
ASN
330
Advisory Services Network
Georgia
$68.5K
PWAM
331
Private Wealth Asset Management
Iowa
$67.6K
FWA
332
Flagship Wealth Advisors
Massachusetts
$62.1K
GWM
333
Geneos Wealth Management
Colorado
$58.4K
PS
334
Principal Securities
Iowa
$53.1K
VCM
335
Versant Capital Management
Arizona
$48.7K
BWL
336
Bogart Wealth LLC
Virginia
$48.1K
WANY
337
Wealthspire Advisors (New York)
New York
$48K
MG
338
Mather Group
Illinois
$45.4K
LFG
339
Larson Financial Group
Missouri
$42.8K
DJSG
340
D.J. St. Germain
Massachusetts
$40.9K
PA
341
Parallel Advisors
California
$40.8K
GSWM
342
Golden State Wealth Management
California
$40.5K
PWA
343
Physician Wealth Advisors
Utah
$37.2K
GRP
344
Global Retirement Partners
California
$37.1K
CFB
345
Cullen/Frost Bankers
Texas
$36.3K
WIM
346
Westside Investment Management
California
$32.3K
CIAM
347
Caitong International Asset Management
Hong Kong
$30.6K
AAS
348
Ameritas Advisory Services
Nebraska
$29.3K
TFIPS
349
Towarzystwo Funduszy Inwestycyjnych PZU SA
$28.3K
IA
350
IFP Advisors
Florida
$27.8K