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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 %
PCP
301
Perbak Capital Partners
United Kingdom
$384K +$384K +1,496 New
Envestnet Portfolio Solutions
302
Envestnet Portfolio Solutions
Illinois
$377K -$139K -542 -27%
CG
303
Cynosure Group
Utah
$377K +$62.1K +242 +20%
BPC
304
Banque Pictet & Cie
Switzerland
$373K -$24.6K -96 -6%
SPIA
305
Steward Partners Investment Advisory
New York
$373K -$10.3K -40 -3%
MC
306
Machina Capital
France
$369K +$369K +1,438 New
MOS
307
MGO One Seven
Ohio
$367K +$118K +458 +47%
P
308
&Partners
Tennessee
$363K +$363K +1,416 New
VA
309
Vident Advisory
Georgia
$363K -$405K -1,580 -53%
SCM
310
Shelton Capital Management
Colorado
$354K – – –
DO
311
denkapparat Operations
Germany
$354K +$354K +1,378 New
SPC
312
Sigma Planning Corp
Michigan
$341K +$341K +1,328 New
MGIA
313
Moneta Group Investment Advisors
Missouri
$338K +$338K +1,318 New
M&T Bank
314
M&T Bank
New York
$330K -$31.8K -124 -9%
ECM
315
Everence Capital Management
Indiana
$328K – – –
FTWA
316
Fifth Third Wealth Advisors
Ohio
$323K +$1.03K +4 +0.3%
EH
317
Equitable Holdings
New York
$318K +$318K +1,240 New
CIBC Asset Management
318
CIBC Asset Management
Ontario, Canada
$310K – – –
ACM
319
Aquatic Capital Management
Illinois
$303K -$1.15M -4,483 -79%
BJL
320
Brighton Jones LLC
Washington
$302K +$302K +1,177 New
XT
321
XTX Topco
Cayman Islands
$297K -$1.88M -7,321 -86%
TC
322
TownSquare Capital
Utah
$292K -$4.92M -19,167 -94%
BCI
323
Brinker Capital Investments
Pennsylvania
$287K -$18.7K -73 -6%
SI
324
Seeds Investor
New York
$283K -$63.9K -249 -18%
MM
325
MQS Management
New York
$264K +$264K +1,030 New
11 12
13
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