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Pembina Pipeline

394 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, 152 increasing their positions, 133 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: 58.66%55.31% (-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
394
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
Kayne Anderson Rudnick Investment Management
351
Kayne Anderson Rudnick Investment Management
California
$26.2K
PTC
352
Private Trust Company
Ohio
$24.2K
AssetMark Inc
353
AssetMark Inc
California
$23.2K
SWM
354
Spire Wealth Management
Virginia
$22.3K
GIA
355
GHP Investment Advisors
Colorado
$20.9K
CTC
356
Central Trust Company
Missouri
$20.8K
SAM
357
Smartleaf Asset Management
Massachusetts
$20.4K
JGIA
358
Jackson Grant Investment Advisers
Connecticut
$18.2K
FC
359
Financial Consulate
Maryland
$17.2K
BCWM
360
Bartlett & Co Wealth Management
Ohio
$16.2K
CA
361
CoreCap Advisors
Michigan
$16.2K
HWM
362
Hemington Wealth Management
Virginia
$13K
LC
363
Lavaca Capital
Texas
$12.1K
HNB
364
Hilltop National Bank
Wyoming
$12.1K
VNA
365
Valley National Advisers
Pennsylvania
$11K
AUB
366
Atlantic Union Bankshares
Virginia
$10.1K
TWD
367
True Wealth Design
Ohio
$9.51K
Fifth Third Bancorp
368
Fifth Third Bancorp
Ohio
$8.74K
VWM
369
Valley Wealth Managers
New Jersey
$8.58K
FWM
370
FSA Wealth Management
Massachusetts
$8.58K
DAM
371
Delta Asset Management
Tennessee
$8.09K
CTB
372
Country Trust Bank
Illinois
$8.09K
IWP
373
IAG Wealth Partners
Wisconsin
$8.09K
JWA
374
JFS Wealth Advisors
Pennsylvania
$7.16K
TH
375
TCTC Holdings
Texas
$7.04K