PBA icon

Pembina Pipeline

400 hedge funds and large institutions have $12.8B invested in Pembina Pipeline in 2025 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 155 increasing their positions, 135 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: 413400 (-13)

17% less first-time investments, than exits

New positions opened: 38 | Existing positions closed: 46

55% less call options, than puts

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

Holders
400
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
DAM
376
Delta Asset Management
Tennessee
$7.5K
CTB
377
Country Trust Bank
Illinois
$7.5K
JWA
378
JFS Wealth Advisors
Pennsylvania
$6.64K
TH
379
TCTC Holdings
Texas
$6.53K
PWA
380
Physician Wealth Advisors
Utah
$6.38K
SAM
381
Smartleaf Asset Management
Massachusetts
$5.92K
CI
382
CX Institutional
Indiana
$5K
BIA
383
Bell Investment Advisors
California
$4.76K
CFO
384
CVA Family Office
Colorado
$4.46K
BGAI
385
Bruce G. Allen Investments
Colorado
$4.46K
SS
386
SBI Securities
Japan
$4.28K
VWM
387
Vermillion Wealth Management
Minnesota
$3.75K
CPG
388
Cornerstone Planning Group
New Jersey
$3.62K
SO
389
Sierra Ocean
California
$3.56K
GI
390
GAMMA Investing
California
$3.15K
PFBT
391
Parkside Financial Bank & Trust
Missouri
$2.66K
GWSG
392
GPS Wealth Strategies Group
Colorado
$2.28K
BIG
393
Brooklyn Investment Group
New York
$1.84K
W
394
WealthCollab
Washington
$1.31K
TWD
395
True Wealth Design
Ohio
$1.2K
PCM
396
Penserra Capital Management
California
$1K
SG
397
Sienna Gestion
France
$821
TCM
398
Tradewinds Capital Management
Washington
$751
MYIA
399
Mount Yale Investment Advisors
Colorado
$375
DIP
400
DT Investment Partners
Pennsylvania
$19