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Pembina Pipeline

400 hedge funds and large institutions have $12.8B invested in Pembina Pipeline in 2025 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 155 increasing their positions, 135 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more ownership

Funds ownership:

more funds holding in top 10

Funds holding in top 10:

less capital invested

Capital invested by funds: $ → $

3% less funds holding

Funds holding: 413400 (-13)

17% less first-time investments, than exits

New positions opened: 38 | Existing positions closed: 46

55% less call options, than puts

Call options by funds: $116M | Put options by funds: $259M

Holders
400
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$116M
Puts
$259M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SIS
351
Sound Income Strategies
Florida
$26K
NEWAS
352
N.E.W. Advisory Services
Wisconsin
$25.5K
DF
353
Dunhill Financial
United Kingdom
$25.3K
Kayne Anderson Rudnick Investment Management
354
Kayne Anderson Rudnick Investment Management
California
$24.3K
SHF
355
Safe Harbor Fiduciary
Florida
$23.2K
SWM
356
Spire Wealth Management
Virginia
$20.6K
GIA
357
GHP Investment Advisors
Colorado
$19.4K
AUB
358
Atlantic Union Bankshares
Virginia
$18.5K
JGIA
359
Jackson Grant Investment Advisers
Connecticut
$16.9K
WIM
360
Westside Investment Management
California
$15.1K
CA
361
CoreCap Advisors
Michigan
$15K
BCWM
362
Bartlett & Co Wealth Management
Ohio
$15K
AssetMark Inc
363
AssetMark Inc
California
$14.2K
HWM
364
Hemington Wealth Management
Virginia
$12K
LC
365
Lavaca Capital
Texas
$11.3K
HNB
366
Hilltop National Bank
Wyoming
$11.3K
VNA
367
Valley National Advisers
Pennsylvania
$10K
PTC
368
Private Trust Company
Ohio
$9.94K
TPWA
369
Twin Peaks Wealth Advisors
California
$9.38K
AG
370
AmeriFlex Group
Nevada
$9.02K
Fifth Third Bancorp
371
Fifth Third Bancorp
Ohio
$8.1K
VWM
372
Valley Wealth Managers
New Jersey
$7.95K
FWM
373
FSA Wealth Management
Massachusetts
$7.95K
BTI
374
Blue Trust Inc
Georgia
$7.58K
IWP
375
IAG Wealth Partners
Wisconsin
$7.5K