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Pembina Pipeline

429 hedge funds and large institutions have $13.2B invested in Pembina Pipeline in 2026 Q1 according to their latest regulatory filings, with 68 funds opening new positions, 147 increasing their positions, 131 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

172% more first-time investments, than exits

New positions opened: 68 | Existing positions closed: 25

12% more repeat investments, than reductions

Existing positions increased: 147 | Existing positions reduced: 131

10% more funds holding

Funds holding: 391429 (+38)

9% more capital invested

Capital invested by funds: $12.1B → $13.2B (+$1.08B)

10% more call options, than puts

Call options by funds: $227M | Put options by funds: $207M

0% more funds holding in top 10

Funds holding in top 10: 88 (0)

3.67% less ownership

Funds ownership: 54.08%50.4% (-3.7%)

Holders
429
Holders Change
+38
Holders Change %
+9.72%
% of All Funds
5.29%
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.1%
New
68
Increased
147
Reduced
131
Closed
25
Calls
$227M
Puts
$207M
Net Calls
+$19.9M
Net Calls Change
+$188M
Name Holding Trade Value Shares
Change
Change in
Stake
Nisa Investment Advisors
401
Nisa Investment Advisors
Missouri
$7.25K +$3.1K +73 +82%
BIA
402
Bell Investment Advisors
California
$6.31K
FGAM
403
Financial Gravity Asset Management
Texas
$5.15K +$4.88K +115 New
CFM
404
Cornerstone Financial Management
Massachusetts
$4.75K +$466 +11 +12%
SS
405
SBI Securities
Japan
$4.66K -$1.4K -33 -24%
TWIM
406
TIAA Wealth Investment Management
New York
$4.61K +$4.37K +103 New
BGAI
407
Bruce G. Allen Investments
Colorado
$4.57K
JWM
408
JPL Wealth Management
Colorado
$4.57K +$4.33K +102 New
VWM
409
Vermillion Wealth Management
Minnesota
$4.48K
FHC
410
First Horizon Corporation
Tennessee
$4.34K
MWM
411
Mosley Wealth Management
California
$4.13K +$4.33K +102 New
PFBT
412
Parkside Financial Bank & Trust
Missouri
$3.98K +$763 +18 +25%
DWP
413
Destiny Wealth Partners
Florida
$3.81K +$3.6K +85 New
CFO
414
CVA Family Office
Colorado
$3.76K
GI
415
GAMMA Investing
California
$3.76K
JWA
416
JFS Wealth Advisors
Pennsylvania
$3.22K -$4.45K -105 -59%
AA
417
Addison Advisors
Vermont
$1.43K
SG
418
Sienna Gestion
France
$1.09K -$14.4M -339,000 -100%
PCM
419
Penserra Capital Management
California
$1K
BFS
420
Bare Financial Services
Pennsylvania
$985 +$933 +22 New
TCM
421
Tradewinds Capital Management
Washington
$896
RFP
422
Root Financial Partners
California
$895 +$551 +13 +186%
SWM
423
SHP Wealth Management
Massachusetts
$895 +$848 +20 New
TPCW
424
TD Private Client Wealth
New York
$671 +$382 +9 +150%
MCM
425
MV Capital Management
Maryland
$448 +$170 +4 +67%