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Penumbra
PEN

Overview Fund Activity

417 hedge funds and large institutions have $9.28B invested in Penumbra in 2025 Q1 according to their latest regulatory filings, with 93 funds opening new positions, 141 increasing their positions, 130 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
417
Holders Change
+49
Holders Change %
+13.32%
% of All Funds
5.66%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.08%
New
93
Increased
141
Reduced
130
Closed
39
Calls
$95.8M
Puts
$15.9M
Net Calls
+$79.9M
Net Calls Change
+$25.8M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$153M
2
Holocene Advisors
Holocene Advisors
New York
+$105M
3
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
+$63.7M
4
Point72 Asset Management
Point72 Asset Management
Connecticut
+$43.7M
5
Los Angeles Capital Management
Los Angeles Capital Management
California
+$39.8M

Top Sellers

1
William Blair Investment Management
William Blair Investment Management
Illinois
-$210M
2
CIP
Champlain Investment Partners
Vermont
-$167M
3
Bank of America
Bank of America
North Carolina
-$37M
4
PAMP
Polar Asset Management Partners
Ontario, Canada
-$21.9M
5
ClearBridge Investments
ClearBridge Investments
New York
-$20.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
BCI
301
Brinker Capital Investments
Pennsylvania
$319K -$15.5K -58 -5%
CAM
302
Concorde Asset Management
Michigan
$303K – – –
JF
303
Jump Financial
Illinois
$294K +$294K +1,098 New
ECM
304
Evergreen Capital Management
Washington
$285K +$32.9K +123 +13%
KAS
305
Kestra Advisory Services
Texas
$281K +$281K +1,049 New
SOS
306
Silver Oak Securities
Tennessee
$278K +$278K +1,040 New
SAM
307
Shell Asset Management
Netherlands
$263K -$7.49K -28 -3%
MOS
308
MGO One Seven
Ohio
$260K -$203K -761 -44%
CIA
309
Concurrent Investment Advisors
Florida
$259K +$259K +969 New
AIM
310
Arcadia Investment Management
Michigan
$251K – – –
MYAM
311
Meiji Yasuda Asset Management
Japan
$244K -$6.95K -26 -3%
CW
312
CreativeOne Wealth
Kansas
$241K +$241K +901 New
PA
313
Profund Advisors
Maryland
$241K -$6.95K -26 -3%
PTC
314
Petrus Trust Company
Texas
$239K -$676K -2,528 -74%
GT
315
Glenview Trust
Kentucky
$230K +$230K +861 New
RA
316
RiverPark Advisors
New York
$229K +$229K +857 New
WFAG
317
Wescott Financial Advisory Group
Pennsylvania
$228K – – –
VAS
318
Vestmark Advisory Solutions
Massachusetts
$226K +$226K +845 New
Walleye Capital
319
Walleye Capital
New York
$223K +$223K +834 New
AFG
320
Atomi Financial Group
New York
$221K +$221K +828 New
CCM
321
Coldstream Capital Management
Washington
$217K +$217K +812 New
FWA
322
FSM Wealth Advisors
Ohio
$214K +$214K +802 New
MAM
323
Milestone Asset Management
Pennsylvania
$209K +$209K +781 New
FCG
324
Fielder Capital Group
Tennessee
$209K +$209K +781 New
SC
325
SummitTX Capital
Texas
$208K +$208K +777 New
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