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Pembina Pipeline

399 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, 155 increasing their positions, 133 reducing their positions, and 34 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: 58.75%55.4% (-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
399
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
IA
351
IFP Advisors
Florida
$27.8K
NEWAS
352
N.E.W. Advisory Services
Wisconsin
$27.5K
SIS
353
Sound Income Strategies
Florida
$27.4K
DF
354
Dunhill Financial
United Kingdom
$27.3K
Kayne Anderson Rudnick Investment Management
355
Kayne Anderson Rudnick Investment Management
California
$26.2K
PTC
356
Private Trust Company
Ohio
$24.2K
AssetMark Inc
357
AssetMark Inc
California
$23.2K
SWM
358
Spire Wealth Management
Virginia
$22.3K
GIA
359
GHP Investment Advisors
Colorado
$20.9K
CTC
360
Central Trust Company
Missouri
$20.8K
SAM
361
Smartleaf Asset Management
Massachusetts
$20.4K
JGIA
362
Jackson Grant Investment Advisers
Connecticut
$18.2K
APW
363
Aventura Private Wealth
Florida
$18K
FC
364
Financial Consulate
Maryland
$17.2K
BCWM
365
Bartlett & Co Wealth Management
Ohio
$16.2K
CA
366
CoreCap Advisors
Michigan
$16.2K
HWM
367
Hemington Wealth Management
Virginia
$13K
LC
368
Lavaca Capital
Texas
$12.1K
HNB
369
Hilltop National Bank
Wyoming
$12.1K
VNA
370
Valley National Advisers
Pennsylvania
$11K
AUB
371
Atlantic Union Bankshares
Virginia
$10.1K
TWD
372
True Wealth Design
Ohio
$9.51K
Fifth Third Bancorp
373
Fifth Third Bancorp
Ohio
$8.74K
VWM
374
Valley Wealth Managers
New Jersey
$8.58K
FWM
375
FSA Wealth Management
Massachusetts
$8.58K