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Penumbra

451 hedge funds and large institutions have $9.18B invested in Penumbra in 2025 Q2 according to their latest regulatory filings, with 87 funds opening new positions, 169 increasing their positions, 138 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

405% more call options, than puts

Call options by funds: $73.2M | Put options by funds: $14.5M

67% more first-time investments, than exits

New positions opened: 87 | Existing positions closed: 52

22% more repeat investments, than reductions

Existing positions increased: 169 | Existing positions reduced: 138

7% more funds holding

Funds holding: 421451 (+30)

1.2% more ownership

Funds ownership: 91.15%92.35% (+1.2%)

2% less capital invested

Capital invested by funds: $9.39B → $9.18B (-$215M)

50% less funds holding in top 10

Funds holding in top 10: 63 (-3)

Holders
451
Holders Change
+30
Holders Change %
+7.13%
% 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
87
Increased
169
Reduced
138
Closed
52
Calls
$73.2M
Puts
$14.5M
Net Calls
+$58.7M
Net Calls Change
-$21.2M
Name Holding Trade Value Shares
Change
Change in
Stake
1CP
226
17 Capital Partners
Arizona
$990K +$568K +2,085 +118%
TI
227
Tidal Investments
Wisconsin
$952K +$93.9K +345 +10%
I
228
InceptionR
California
$949K +$1.01M +3,697 New
Federated Hermes
229
Federated Hermes
Pennsylvania
$928K -$5.17K -19 -0.5%
GCP
230
GSA Capital Partners
United Kingdom
$917K +$972K +3,572 New
SPA
231
Sherbrooke Park Advisers
New York
$896K +$951K +3,493 New
AWAU
232
Alliance Wealth Advisors (Utah)
Utah
$887K -$31K -114 -3%
CGH
233
Crossmark Global Holdings
Texas
$866K +$144K +530 +19%
BAAM
234
Baker Avenue Asset Management
California
$865K -$35.4K -130 -4%
DTL
235
Dynamic Technology Lab
Singapore
$862K +$125K +460 +16%
PCM
236
Prelude Capital Management
New York
$852K +$130K +479 +17%
BA
237
Bridgewater Associates
Connecticut
$850K +$470K +1,728 +109%
Osaic Holdings
238
Osaic Holdings
Arizona
$843K +$413K +1,517 +86%
CP
239
CenterBook Partners
Connecticut
$843K +$894K +3,283 New
MAM
240
Meeder Asset Management
Ohio
$825K +$774K +2,842 +764%
AFM
241
Abbot Financial Management
Massachusetts
$824K +$94.5K +347 +12%
Pathstone Holdings
242
Pathstone Holdings
New Jersey
$810K -$567K -2,083 -40%
BHCM
243
Brevan Howard Capital Management
Jersey
$797K -$536K -1,971 -39%
DWM
244
Diversify Wealth Management
Utah
$793K +$197K +724 +29%
OAM
245
OP Asset Management
$783K +$831K +3,053 New
DAS
246
Diversify Advisory Services
Utah
$778K +$66.1K +243 +8%
SAM
247
Securian Asset Management
Minnesota
$770K +$27.2K +100 +3%
YMRC
248
Yorktown Management & Research Company
Virginia
$770K
QT
249
Quantbot Technologies
New York
$757K +$803K +2,951 New
Stifel Financial
250
Stifel Financial
Missouri
$752K -$21.2K -78 -3%

PEN Hedge Fund Activity: Q2 2025 in Review

451 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Penumbra (PEN) for Q2 2025, worth a combined $9.18B — down 2.3% from $9.39B a quarter earlier.

Buyers outnumbered sellers: 87 funds opened new PEN positions and 52 closed out — a net gain of 35 holders — while 169 added to existing stakes and 138 trimmed.

The largest buyer was Invesco, adding an estimated $159M. The largest seller was T. Rowe Price Investment Management, cutting an estimated $170M.

  • 451 institutional investors held Penumbra (PEN) as of Q2 2025, up from 421 in Q1 2025.
  • Funds reported $9.18B of Penumbra stock for Q2 2025, down 2.3% quarter-over-quarter.
  • 87 funds opened new Penumbra positions in Q2 2025 and 52 closed out, a net change of +35 holders.
  • The largest Penumbra buyer in Q2 2025 was Invesco, an estimated $159M added.
  • The largest Penumbra seller in Q2 2025 was T. Rowe Price Investment Management, an estimated $170M sold.

Based on aggregated 13F filings for Q2 2025.