PBA icon

Pembina Pipeline

398 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, 154 increasing their positions, 134 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: 58.67%55.33% (-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
398
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
NEWAS
351
N.E.W. Advisory Services
Wisconsin
$27.5K
SIS
352
Sound Income Strategies
Florida
$27.4K
DF
353
Dunhill Financial
United Kingdom
$27.3K
Kayne Anderson Rudnick Investment Management
354
Kayne Anderson Rudnick Investment Management
California
$26.2K
PTC
355
Private Trust Company
Ohio
$24.2K
AssetMark Inc
356
AssetMark Inc
California
$23.2K
SWM
357
Spire Wealth Management
Virginia
$22.3K
GIA
358
GHP Investment Advisors
Colorado
$20.9K
CTC
359
Central Trust Company
Missouri
$20.8K
SAM
360
Smartleaf Asset Management
Massachusetts
$20.4K
JGIA
361
Jackson Grant Investment Advisers
Connecticut
$18.2K
APW
362
Aventura Private Wealth
Florida
$18K
FC
363
Financial Consulate
Maryland
$17.2K
CA
364
CoreCap Advisors
Michigan
$16.2K
BCWM
365
Bartlett & Co Wealth Management
Ohio
$16.2K
HWM
366
Hemington Wealth Management
Virginia
$13K
LC
367
Lavaca Capital
Texas
$12.1K
HNB
368
Hilltop National Bank
Wyoming
$12.1K
VNA
369
Valley National Advisers
Pennsylvania
$11K
AUB
370
Atlantic Union Bankshares
Virginia
$10.1K
TWD
371
True Wealth Design
Ohio
$9.51K
Fifth Third Bancorp
372
Fifth Third Bancorp
Ohio
$8.74K
VWM
373
Valley Wealth Managers
New Jersey
$8.58K
FWM
374
FSA Wealth Management
Massachusetts
$8.58K
DAM
375
Delta Asset Management
Tennessee
$8.09K