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Pembina Pipeline

391 hedge funds and large institutions have $12.1B invested in Pembina Pipeline in 2025 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 139 increasing their positions, 126 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less first-time investments, than exits

New positions opened: | Existing positions closed:

less ownership

Funds ownership:

less funds holding

Funds holding:

7% less capital invested

Capital invested by funds: $13B → $12.1B (-$943M)

11% less funds holding in top 10

Funds holding in top 10: 98 (-1)

51% less call options, than puts

Call options by funds: $165M | Put options by funds: $333M

Holders
391
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$165M
Puts
$333M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PWPS
326
Pinnacle Wealth Planning Services
Ohio
$33.6K
WIM
327
Westside Investment Management
California
$31.2K
SAM
328
Smartleaf Asset Management
Massachusetts
$27.5K
SIS
329
Sound Income Strategies
Florida
$27K
BWA
330
Basecamp Wealth Advisors
Washington
$26.8K
TFIPS
331
Towarzystwo Funduszy Inwestycyjnych PZU SA
$26.7K
PTC
332
Private Trust Company
Ohio
$26.5K
NEWAS
333
N.E.W. Advisory Services
Wisconsin
$25.9K
DF
334
Dunhill Financial
United Kingdom
$25.7K
Kayne Anderson Rudnick Investment Management
335
Kayne Anderson Rudnick Investment Management
California
$24.6K
SHF
336
Safe Harbor Fiduciary
Florida
$23.6K
Fifth Third Bancorp
337
Fifth Third Bancorp
Ohio
$23.1K
MWA
338
Medallion Wealth Advisors
Connecticut
$22.8K
SWM
339
Spire Wealth Management
Virginia
$21.1K
AssetMark Inc
340
AssetMark Inc
California
$21K
GIA
341
GHP Investment Advisors
Colorado
$19.7K
CTC
342
Central Trust Company
Missouri
$19.6K
GWSA
343
Global Wealth Strategies & Associates
Colorado
$19K
TCM
344
Triumph Capital Management
Colorado
$18.6K
JGIA
345
Jackson Grant Investment Advisers
Connecticut
$17.1K
APW
346
Aventura Private Wealth
Florida
$17K
FC
347
Financial Consulate
Maryland
$16.2K
BCWM
348
Bartlett & Co Wealth Management
Ohio
$15.2K
MCM
349
Manchester Capital Management
Vermont
$13.4K
GAFA
350
Garton & Associates Financial Advisors
Kentucky
$13.3K