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Pembina Pipeline

403 hedge funds and large institutions have $12.8B invested in Pembina Pipeline in 2025 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 155 increasing their positions, 136 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: 415403 (-12)

15% less first-time investments, than exits

New positions opened: 39 | Existing positions closed: 46

55% less call options, than puts

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

Holders
403
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
LFG
351
Larson Financial Group
Missouri
$30K
TFIPS
352
Towarzystwo Funduszy Inwestycyjnych PZU SA
$26.2K
SIS
353
Sound Income Strategies
Florida
$26K
NEWAS
354
N.E.W. Advisory Services
Wisconsin
$25.5K
DF
355
Dunhill Financial
United Kingdom
$25.3K
Kayne Anderson Rudnick Investment Management
356
Kayne Anderson Rudnick Investment Management
California
$24.3K
SHF
357
Safe Harbor Fiduciary
Florida
$23.2K
SWM
358
Spire Wealth Management
Virginia
$20.6K
GIA
359
GHP Investment Advisors
Colorado
$19.4K
AUB
360
Atlantic Union Bankshares
Virginia
$18.5K
JGIA
361
Jackson Grant Investment Advisers
Connecticut
$16.9K
APW
362
Aventura Private Wealth
Florida
$16.7K
WIM
363
Westside Investment Management
California
$15.1K
BCWM
364
Bartlett & Co Wealth Management
Ohio
$15K
CA
365
CoreCap Advisors
Michigan
$15K
AssetMark Inc
366
AssetMark Inc
California
$14.2K
HWM
367
Hemington Wealth Management
Virginia
$12K
LC
368
Lavaca Capital
Texas
$11.3K
HNB
369
Hilltop National Bank
Wyoming
$11.3K
VNA
370
Valley National Advisers
Pennsylvania
$10K
PTC
371
Private Trust Company
Ohio
$9.94K
TPWA
372
Twin Peaks Wealth Advisors
California
$9.38K
AG
373
AmeriFlex Group
Nevada
$9.02K
Fifth Third Bancorp
374
Fifth Third Bancorp
Ohio
$8.1K
VWM
375
Valley Wealth Managers
New Jersey
$7.95K