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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
BAM
251
Belpointe Asset Management
Nevada
$742K +$41.9K +154 +6%
FCA
252
Fortis Capital Advisors
Kansas
$742K +$41.9K +154 +6%
QCG
253
Quadrant Capital Group
Ohio
$737K +$22.3K +82 +3%
Calamos Advisors
254
Calamos Advisors
Illinois
$717K -$2.75M -10,089 -78%
Focus Partners Wealth
255
Focus Partners Wealth
Massachusetts
$711K +$144K +530 +24%
RG
256
Rathbones Group
United Kingdom
$706K -$68K -250 -8%
AIM
257
Aigen Investment Management
New York
$702K +$299K +1,099 +67%
VI
258
Vestcor Inc
New Brunswick, Canada
$701K
IB
259
Intrust Bank
Kansas
$685K +$123K +451 +20%
KeyBank National Association
260
KeyBank National Association
Ohio
$680K -$139K -512 -16%
Allianz Asset Management
261
Allianz Asset Management
Germany
$633K -$90.4K -332 -12%
Mercer Global Advisors
262
Mercer Global Advisors
Colorado
$625K +$188K +690 +40%
LWCFA
263
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$624K
Sumitomo Mitsui Trust Group
264
Sumitomo Mitsui Trust Group
Japan
$621K -$1.09M -3,998 -62%
GC
265
Guggenheim Capital
Illinois
$621K -$8.44K -31 -1%
Corient Private Wealth
266
Corient Private Wealth
Florida
$599K +$25K +92 +4%
PNC Financial Services Group
267
PNC Financial Services Group
Pennsylvania
$589K -$87.4K -321 -12%
FFA
268
Farther Finance Advisors
California
$580K +$495K +1,817 +408%
CA
269
Cache Advisors
California
$577K
Cetera Investment Advisers
270
Cetera Investment Advisers
Illinois
$569K -$146K -538 -20%
LIM
271
Leavell Investment Management
Alabama
$565K
Creative Planning
272
Creative Planning
Kansas
$561K -$135K -497 -19%
PWG
273
Portside Wealth Group
Utah
$551K -$37.8K -139 -6%
PTC
274
Petrus Trust Company
Texas
$550K +$341K +1,253 +140%
OTL
275
Oak Thistle LLC
New York
$538K +$571K +2,098 New

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.