We are live on ! Find out more
PEN icon

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
KIA
276
Knollwood Investment Advisory
Maryland
$517K
CAPTRUST Financial Advisors
277
CAPTRUST Financial Advisors
North Carolina
$510K +$135K +497 +33%
OSAM
278
O'Shaughnessy Asset Management
Connecticut
$499K -$26.4K -97 -5%
QCM
279
QRG Capital Management
Illinois
$492K +$29.9K +110 +6%
SG Americas Securities
280
SG Americas Securities
New York
$486K -$2.03M -7,440 -80%
P8IP
281
Pier 88 Investment Partners
California
$482K -$3.71M -13,620 -88%
Pacer Advisors
282
Pacer Advisors
Pennsylvania
$480K +$509K +1,870 New
AC
283
AXQ Capital
New Jersey
$465K +$493K +1,810 New
BIG
284
Brooklyn Investment Group
New York
$444K +$444K +1,633 +1,649%
BC
285
Bridgefront Capital
Texas
$443K -$54.4K -200 -10%
MSRPS
286
Maryland State Retirement & Pension System
Maryland
$442K
ProShare Advisors
287
ProShare Advisors
Maryland
$441K -$35.7K -131 -7%
FC
288
Farringdon Capital
United Kingdom
$437K +$463K +1,701 New
JCM
289
J2 Capital Management
Michigan
$431K +$457K +1,679 New
MFG
290
Merit Financial Group
Georgia
$424K +$239K +877 +113%
VAS
291
Vestmark Advisory Solutions
Massachusetts
$421K +$216K +795 +94%
TSS
292
Two Sigma Securities
New York
$417K +$118K +432 +36%
1C
293
111 Capital
France
$415K +$440K +1,616 New
IWC
294
Integrated Wealth Concepts
Massachusetts
$414K +$439K +1,612 New
MML Investors Services
295
MML Investors Services
Massachusetts
$413K -$484K -1,779 -52%
PAS
296
Park Avenue Securities
New York
$408K +$433K +1,591 New
MYIA
297
Mount Yale Investment Advisors
Colorado
$400K -$430K -1,580 -50%
PCA
298
Pallas Capital Advisors
Massachusetts
$398K -$43.6K -160 -9%
Susquehanna International Group
299
Susquehanna International Group
Pennsylvania
$394K +$418K +1,536 New
PC
300
Pier Capital
Connecticut
$394K +$418K +1,535 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.