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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
FWM
376
FSA Wealth Management
Massachusetts
$7.95K
BTI
377
Blue Trust Inc
Georgia
$7.58K
DAM
378
Delta Asset Management
Tennessee
$7.5K
IWP
379
IAG Wealth Partners
Wisconsin
$7.5K
CTB
380
Country Trust Bank
Illinois
$7.5K
JWA
381
JFS Wealth Advisors
Pennsylvania
$6.64K
TH
382
TCTC Holdings
Texas
$6.53K
PWA
383
Physician Wealth Advisors
Utah
$6.38K
SAM
384
Smartleaf Asset Management
Massachusetts
$5.92K
CI
385
CX Institutional
Indiana
$5K
BIA
386
Bell Investment Advisors
California
$4.76K
BGAI
387
Bruce G. Allen Investments
Colorado
$4.46K
CFO
388
CVA Family Office
Colorado
$4.46K
SS
389
SBI Securities
Japan
$4.28K
VWM
390
Vermillion Wealth Management
Minnesota
$3.75K
CPG
391
Cornerstone Planning Group
New Jersey
$3.62K
SO
392
Sierra Ocean
California
$3.56K
GI
393
GAMMA Investing
California
$3.15K
PFBT
394
Parkside Financial Bank & Trust
Missouri
$2.66K
GWSG
395
GPS Wealth Strategies Group
Colorado
$2.28K
BIG
396
Brooklyn Investment Group
New York
$1.84K
W
397
WealthCollab
Washington
$1.31K
TWD
398
True Wealth Design
Ohio
$1.2K
PCM
399
Penserra Capital Management
California
$1K
SG
400
Sienna Gestion
France
$821