We are live on ! Find out more
PBA icon

Pembina Pipeline

419 hedge funds and large institutions have $13.3B invested in Pembina Pipeline in 2025 Q1 according to their latest regulatory filings, with 57 funds opening new positions, 153 increasing their positions, 131 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

84% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 31

17% more repeat investments, than reductions

Existing positions increased: 153 | Existing positions reduced: 131

11% more funds holding in top 10

Funds holding in top 10: 910 (+1)

9% more capital invested

Capital invested by funds: $12.2B → $13.3B (+$1.11B)

6% more funds holding

Funds holding: 395419 (+24)

0.37% more ownership

Funds ownership: 56.72%57.09% (+0.37%)

45% less call options, than puts

Call options by funds: $146M | Put options by funds: $266M

Holders
419
Holders Change
+24
Holders Change %
+6.08%
% of All Funds
5.62%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.13%
New
57
Increased
153
Reduced
131
Closed
31
Calls
$146M
Puts
$266M
Net Calls
-$120M
Net Calls Change
+$261M
Name Holding Trade Value Shares
Change
Change in
Stake
BCMLT
351
Beacon Capital Management LLC (Tennessee)
Tennessee
$44K +$488 +13 +1%
CTC
352
Central Trust Company
Missouri
$41K +$7.5K +200 +24%
DJSG
353
D.J. St. Germain
Massachusetts
$40.5K
VWA
354
VSM Wealth Advisory
Maryland
$40K
CFB
355
Cullen/Frost Bankers
Texas
$37.4K +$1.35K +36 +4%
DF
356
Dunhill Financial
United Kingdom
$36.5K +$21.6K +575 +43%
MFA
357
McClarren Financial Advisors
Pennsylvania
$36K +$1.5K +40 New
LC
358
Lindbrook Capital
California
$34.1K +$1.09K +29 +4%
PS
359
Principal Securities
Iowa
$33.9K
EB
360
Eastern Bank
Massachusetts
$31.3K
TFIPS
361
Towarzystwo Funduszy Inwestycyjnych PZU SA
$28.1K +$26.3K +700 New
SIS
362
Sound Income Strategies
Florida
$27.7K -$1.88K -50 -7%
NEWAS
363
N.E.W. Advisory Services
Wisconsin
$27.2K +$25.5K +680 New
FHA
364
First Horizon Advisors
Tennessee
$26.9K +$10.4K +277 +70%
LSA
365
Leonteq Securities AG
Switzerland
$26.1K
Kayne Anderson Rudnick Investment Management
366
Kayne Anderson Rudnick Investment Management
California
$25.9K
SHF
367
Safe Harbor Fiduciary
Florida
$24.8K
MWA
368
Medallion Wealth Advisors
Connecticut
$24.3K
SWM
369
Spire Wealth Management
Virginia
$21.9K +$113 +3 +0.6%
PAS
370
Point72 Asia (Singapore)
Singapore
$20.9K +$19.5K +521 New
GIA
371
GHP Investment Advisors
Colorado
$20.7K
JGIA
372
Jackson Grant Investment Advisers
Connecticut
$18K
APW
373
Aventura Private Wealth
Florida
$17.9K
WSFS
374
Wilmington Savings Fund Society
Delaware
$17.1K +$16.1K +428 New
BCWM
375
Bartlett & Co Wealth Management
Ohio
$16K