PBA icon

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
TA
201
Tectonic Advisors
Texas
$993K
Ameriprise
202
Ameriprise
Minnesota
$979K
SA
203
SL Advisors
New Jersey
$969K
HighTower Advisors
204
HighTower Advisors
Illinois
$951K
CCM
205
Chickasaw Capital Management
Tennessee
$900K
SCA
206
Snowden Capital Advisors
New York
$898K
CPCM
207
Cardinal Point Capital Management
Ontario, Canada
$897K
LFAS
208
Level Four Advisory Services
Texas
$894K
Osaic Holdings
209
Osaic Holdings
Arizona
$885K
Axa
210
Axa
France
$878K
RCM
211
RNC Capital Management
California
$878K
AF
212
Aviso Financial
Ontario, Canada
$858K
NRD
213
Nebula Research & Development
New York
$816K
OAM
214
Oppenheimer Asset Management
New York
$769K
Assenagon Asset Management
215
Assenagon Asset Management
Luxembourg
$761K
SFA
216
Sequoia Financial Advisors
Ohio
$737K
Wealth Enhancement Advisory Services
217
Wealth Enhancement Advisory Services
Minnesota
$729K
Bessemer Group
218
Bessemer Group
New Jersey
$710K
EF
219
Empowered Funds
Pennsylvania
$698K
S
220
SignatureFD
Georgia
$698K
PMAM
221
Picton Mahoney Asset Management
Ontario, Canada
$676K
LOAMS
222
Lombard Odier Asset Management (Switzerland)
Switzerland
$671K
MPPLM
223
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$634K
DI
224
Disciplined Investments
Oklahoma
$581K
Mercer Global Advisors
225
Mercer Global Advisors
Colorado
$580K