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Penumbra
PEN

Overview Fund Activity

442 hedge funds and large institutions have $9.17B invested in Penumbra in 2025 Q2 according to their latest regulatory filings, with 84 funds opening new positions, 166 increasing their positions, 138 reducing their positions, and 51 closing their positions.

Holders
442
Holders Change
+25
Holders Change %
+6%
% of All Funds
5.94%
Holding in Top 10
3
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-50%
% of All Funds
0.04%
New
84
Increased
166
Reduced
138
Closed
51
Calls
$55.6M
Puts
$8.11M
Net Calls
+$47.5M
Net Calls Change
-$32.3M

Top Buyers

1
Invesco
1
Invesco
Georgia
$163M
2
Norges Bank
2
Norges Bank
Norway
$114M
3
Baillie Gifford & Co
3
Baillie Gifford & Co
United Kingdom
$237M
4
Qube Research & Technologies (QRT)
4
Qube Research & Technologies (QRT)
United Kingdom
$53.8M
5
Man Group
5
Man Group
United Kingdom
$53M

Top Sellers

1
T. Rowe Price Investment Management
1
T. Rowe Price Investment Management
Maryland
$2.04M
2
Citadel Advisors
2
Citadel Advisors
Florida
$56.2M
3
Holocene Advisors
3
Holocene Advisors
New York
$0
4
WP
4
Woodline Partners
California
$0
5
CIP
5
Champlain Investment Partners
Vermont
$191M
Name Market Value Shares Shares
Change 		Shares
Change %
Fidelity Investments
1
Fidelity Investments
Massachusetts
$1.5B 5,857,415 +17,291 +0.3%
BlackRock
2
BlackRock
New York
$1.08B 4,213,117 +79,069 +2%
Vanguard Group
3
Vanguard Group
Pennsylvania
$991M 3,860,655 +185,306 +5%
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$353M 1,374,001 +165,570 +14%
State Street
5
State Street
Massachusetts
$300M 1,170,742 -26,920 -2%
Baillie Gifford & Co
6
Baillie Gifford & Co
United Kingdom
$237M 922,127 +233,132 +34%
RI
7
RTW Investments
New York
$222M 863,553 +783 +0.1%
JPMorgan Chase & Co
8
JPMorgan Chase & Co
New York
$193M 750,869 +47,235 +7%
CIP
9
Champlain Investment Partners
Vermont
$191M 743,710 -126,213 -15%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$181M 706,404 +17,772 +3%
ClearBridge Investments
11
ClearBridge Investments
New York
$179M 698,660 +111,820 +19%
Invesco
12
Invesco
Georgia
$163M 633,485 +582,369 +1,139%
Capital World Investors
13
Capital World Investors
California
$140M 545,187 +1,362 +0.3%
Janus Henderson Group
14
Janus Henderson Group
United Kingdom
$136M 531,187 -10,130 -2%
Morgan Stanley
15
Morgan Stanley
New York
$128M 498,567 +125,899 +34%
CAM
16
Congress Asset Management
Massachusetts
$117M 454,699 -91,582 -17%
Norges Bank
17
Norges Bank
Norway
$114M 444,272 +444,272 New
AQR Capital Management
18
AQR Capital Management
Connecticut
$84.9M 330,990 +192,734 +139%
Thrivent Financial for Lutherans
19
Thrivent Financial for Lutherans
Minnesota
$82.9M 322,877 -34,504 -10%
Northern Trust
20
Northern Trust
Illinois
$81.7M 318,322 +2,300 +0.7%
Allspring Global Investments
21
Allspring Global Investments
North Carolina
$80.7M 322,030 +984 +0.3%
Charles Schwab
22
Charles Schwab
California
$74.5M 290,251 +6,430 +2%
Goldman Sachs
23
Goldman Sachs
New York
$73.7M 287,105 +46,173 +19%
Bank of New York Mellon
24
Bank of New York Mellon
New York
$70.4M 274,337 -12,940 -5%
Bank of America
25
Bank of America
North Carolina
$67.7M 263,627 +55,551 +27%
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