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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
CA
376
CoreCap Advisors
Michigan
$16K +$15K +400 New
HWM
377
Hemington Wealth Management
Virginia
$13K
Fifth Third Bancorp
378
Fifth Third Bancorp
Ohio
$12.5K +$4.46K +119 +62%
GGI
379
Godsey & Gibb Inc
Virginia
$12.1K
LC
380
Lavaca Capital
Texas
$12K -$36.3K -967 -76%
VNA
381
Valley National Advisers
Pennsylvania
$11K
RCM
382
Ravenstone Capital Management
$10.9K +$10.2K +273 New
PTC
383
Private Trust Company
Ohio
$10.6K +$9.94K +265 New
AG
384
AmeriFlex Group
Nevada
$9.53K +$8.93K +238 New
VWM
385
Valley Wealth Managers
New Jersey
$8.49K
BTI
386
Blue Trust Inc
Georgia
$8.09K
DAM
387
Delta Asset Management
Tennessee
$8.01K
IWP
388
IAG Wealth Partners
Wisconsin
$8.01K
CCM
389
Coldstream Capital Management
Washington
$7.85K +$7.35K +196 New
JWA
390
JFS Wealth Advisors
Pennsylvania
$7.09K
JFA
391
JNBA Financial Advisors
Minnesota
$6.97K
TH
392
TCTC Holdings
Texas
$6.96K
PWA
393
Physician Wealth Advisors
Utah
$6.81K
BIA
394
Bell Investment Advisors
California
$6.37K +$1.91K +51 +47%
SAM
395
Smartleaf Asset Management
Massachusetts
$6.35K
AA
396
Addison Advisors
Vermont
$5.2K -$4.43K -118 -48%
MIA
397
MeadowBrook Investment Advisors
Michigan
$5.08K
CI
398
CX Institutional
Indiana
$5K +$4.61K +123 New
AssetMark Inc
399
AssetMark Inc
California
$4.96K -$1.05K -28 -18%
CFO
400
CVA Family Office
Colorado
$4.76K