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Pembina Pipeline

401 hedge funds and large institutions have $13B invested in Pembina Pipeline in 2025 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 155 increasing their positions, 133 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more repeat investments, than reductions

Existing positions increased: 155 | Existing positions reduced: 133

2% more capital invested

Capital invested by funds: $12.8B → $13B (+$205M)

3% less first-time investments, than exits

New positions opened: 33 | Existing positions closed: 34

1% less funds holding

Funds holding: 406401 (-5)

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
401
Holders Change
-5
Holders Change %
-1.23%
% of All Funds
5.26%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.12%
New
33
Increased
155
Reduced
133
Closed
34
Calls
$147M
Puts
$339M
Net Calls
-$193M
Net Calls Change
-$49.4M
Name Holding Trade Value Shares
Change
Change in
Stake
FWM
376
FSA Wealth Management
Massachusetts
$8.58K
VWM
377
Valley Wealth Managers
New Jersey
$8.58K
CTB
378
Country Trust Bank
Illinois
$8.09K
DAM
379
Delta Asset Management
Tennessee
$8.09K
IWP
380
IAG Wealth Partners
Wisconsin
$8.09K
JWA
381
JFS Wealth Advisors
Pennsylvania
$7.16K
TH
382
TCTC Holdings
Texas
$7.04K
BIA
383
Bell Investment Advisors
California
$5.71K +$528 +14 +11%
CI
384
CX Institutional
Indiana
$5K +$38 +1 +0.8%
BGAI
385
Bruce G. Allen Investments
Colorado
$4.82K
SS
386
SBI Securities
Japan
$4.29K -$302 -8 -7%
VWM
387
Vermillion Wealth Management
Minnesota
$4.05K
FHC
388
First Horizon Corporation
Tennessee
$3.92K +$3.66K +97 New
CFO
389
CVA Family Office
Colorado
$3.4K -$1.32K -35 -29%
GI
390
GAMMA Investing
California
$3.4K
JWM
391
JPL Wealth Management
Colorado
$3K +$2.79K +74 New
PFBT
392
Parkside Financial Bank & Trust
Missouri
$2.87K
GWSG
393
GPS Wealth Strategies Group
Colorado
$2.48K
BTI
394
Blue Trust Inc
Georgia
$1.82K -$5.92K -157 -78%
W
395
WealthCollab
Washington
$1.42K
CPG
396
Cornerstone Planning Group
New Jersey
$1.38K -$528 -14 -14%
PCM
397
Penserra Capital Management
California
$1K
TCM
398
Tradewinds Capital Management
Washington
$810
NSIM
399
North Star Investment Management
Illinois
$486 +$453 +12 New
GA
400
Guerra Advisors
Florida
$283 +$264 +7 New

PBA Hedge Fund Activity: Q3 2025 in Review

401 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Pembina Pipeline (PBA) for Q3 2025, worth a combined $13B — up 1.6% from $12.8B a quarter earlier.

Sellers outnumbered buyers: 34 funds closed out of PBA and 33 opened new positions — a net loss of 1 holder — while 133 trimmed existing stakes and 155 added.

The largest buyer was Jarislowsky, Fraser Ltd, adding an estimated $316M. The largest seller was Goldman Sachs, cutting an estimated $269M.

  • 401 institutional investors held Pembina Pipeline (PBA) as of Q3 2025, down from 406 in Q2 2025.
  • Funds reported $13B of Pembina Pipeline stock for Q3 2025, up 1.6% quarter-over-quarter.
  • 33 funds opened new Pembina Pipeline positions in Q3 2025 and 34 closed out, a net change of -1 holder.
  • The largest Pembina Pipeline buyer in Q3 2025 was Jarislowsky, Fraser Ltd, an estimated $316M added.
  • The largest Pembina Pipeline seller in Q3 2025 was Goldman Sachs, an estimated $269M sold.

Based on aggregated 13F filings for Q3 2025.