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

Top Sellers

1
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$2.04M
2
Citadel Advisors
Citadel Advisors
Florida
$56.2M
3
Holocene Advisors
Holocene Advisors
New York
$0
4
WP
Woodline Partners
California
$0
5
CIP
Champlain Investment Partners
Vermont
$191M
Name Holding Trade Value Shares
Change 		Shares
Change %
OSAM
276
O'Shaughnessy Asset Management
Connecticut
$499K -$24.9K -97 -5%
QCM
277
QRG Capital Management
Illinois
$492K +$28.2K +110 +6%
SG Americas Securities
278
SG Americas Securities
New York
$486K -$1.91M -7,440 -80%
P8IP
279
Pier 88 Investment Partners
California
$482K -$3.5M -13,620 -88%
Pacer Advisors
280
Pacer Advisors
Pennsylvania
$480K +$480K +1,870 New
AC
281
AXQ Capital
New Jersey
$465K +$465K +1,810 New
BIG
282
Brooklyn Investment Group
New York
$444K +$419K +1,633 +1,649%
BC
283
Bridgefront Capital
Texas
$443K -$51.3K -200 -10%
MSRPS
284
Maryland State Retirement & Pension System
Maryland
$442K – – –
ProShare Advisors
285
ProShare Advisors
Maryland
$441K -$33.6K -131 -7%
FC
286
Farringdon Capital
United Kingdom
$437K +$437K +1,701 New
JCM
287
J2 Capital Management
Michigan
$431K +$431K +1,679 New
MFG
288
Merit Financial Group
Georgia
$424K +$225K +877 +113%
VAS
289
Vestmark Advisory Solutions
Massachusetts
$421K +$204K +795 +94%
TSS
290
Two Sigma Securities
New York
$417K +$111K +432 +36%
1C
291
111 Capital
France
$415K +$415K +1,616 New
IWC
292
Integrated Wealth Concepts
Massachusetts
$414K +$414K +1,612 New
MML Investors Services
293
MML Investors Services
Massachusetts
$413K -$456K -1,779 -52%
PAS
294
Park Avenue Securities
New York
$408K +$408K +1,591 New
MYIA
295
Mount Yale Investment Advisors
Colorado
$400K -$405K -1,580 -50%
PCA
296
Pallas Capital Advisors
Massachusetts
$398K -$41.1K -160 -9%
Susquehanna International Group
297
Susquehanna International Group
Pennsylvania
$394K +$394K +1,536 New
PC
298
Pier Capital
Connecticut
$394K +$394K +1,535 New
SSWM
299
Sheets Smith Wealth Management
North Carolina
$393K +$82.1K +320 +26%
LWAM
300
Legacy Wealth Asset Management
Minnesota
$389K +$1.54K +6 +0.4%
10 11
12
13 14