PEN icon

Penumbra
PEN

Overview Fund Activity

444 hedge funds and large institutions have $9.17B invested in Penumbra in 2025 Q2 according to their latest regulatory filings, with 85 funds opening new positions, 166 increasing their positions, 139 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
444
Holders Change
+27
Holders Change %
+6.47%
% of All Funds
5.95%
Holding in Top 10
3
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-50%
% of All Funds
0.04%
New
85
Increased
166
Reduced
139
Closed
51
Calls
$73.2M
Puts
$14.5M
Net Calls
+$58.7M
Net Calls Change
-$21.2M

Top Buyers

1
Invesco
1
Invesco
Georgia
$163M
2
Baillie Gifford & Co
2
Baillie Gifford & Co
United Kingdom
$237M
3
Qube Research & Technologies (QRT)
3
Qube Research & Technologies (QRT)
United Kingdom
$53.8M
4
Man Group
4
Man Group
United Kingdom
$53M
5
AQR Capital Management
5
AQR Capital Management
Connecticut
$84.9M

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 Holding Trade Value Shares
Change 		Shares
Change %
1CP
226
17 Capital Partners
Arizona
$990K +$535K +2,085 +118%
TI
227
Tidal Investments
Wisconsin
$952K +$88.5K +345 +10%
I
228
InceptionR
California
$949K +$949K +3,697 New
Federated Hermes
229
Federated Hermes
Pennsylvania
$928K -$4.88K -19 -0.5%
GCP
230
GSA Capital Partners
United Kingdom
$917K +$917K +3,572 New
SPA
231
Sherbrooke Park Advisers
New York
$896K +$896K +3,493 New
AWAU
232
Alliance Wealth Advisors (Utah)
Utah
$887K -$29.3K -114 -3%
CGH
233
Crossmark Global Holdings
Texas
$866K +$136K +530 +19%
BAAM
234
Baker Avenue Asset Management
California
$865K -$33.4K -130 -4%
DTL
235
Dynamic Technology Lab
Singapore
$862K +$118K +460 +16%
PCM
236
Prelude Capital Management
New York
$852K +$123K +479 +17%
BA
237
Bridgewater Associates
Connecticut
$850K +$443K +1,728 +109%
CP
238
CenterBook Partners
Connecticut
$843K +$843K +3,283 New
MAM
239
Meeder Asset Management
Ohio
$825K +$729K +2,842 +764%
AFM
240
Abbot Financial Management
Massachusetts
$824K +$89.1K +347 +12%
Pathstone Holdings
241
Pathstone Holdings
New Jersey
$810K -$535K -2,083 -40%
BHCM
242
Brevan Howard Capital Management
Jersey
$797K -$506K -1,971 -39%
DWM
243
Diversify Wealth Management
Utah
$793K +$180K +724 +29%
DAS
244
Diversify Advisory Services
Utah
$778K +$60.4K +243 +8%
SAM
245
Securian Asset Management
Minnesota
$770K +$25.7K +100 +3%
YMRC
246
Yorktown Management & Research Company
Virginia
$770K – – –
QT
247
Quantbot Technologies
New York
$757K +$757K +2,951 New
Stifel Financial
248
Stifel Financial
Missouri
$752K -$20K -78 -3%
BAM
249
Belpointe Asset Management
Nevada
$742K +$39.5K +154 +6%
FCA
250
Fortis Capital Advisors
Kansas
$742K +$39.5K +154 +6%
8 9
10
11 12