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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
SSWM
301
Sheets Smith Wealth Management
North Carolina
$393K +$87.1K +320 +26%
LWAM
302
Legacy Wealth Asset Management
Minnesota
$389K +$1.63K +6 +0.4%
PCP
303
Perbak Capital Partners
United Kingdom
$384K +$407K +1,496 New
Envestnet Portfolio Solutions
304
Envestnet Portfolio Solutions
Illinois
$377K -$148K -542 -27%
CG
305
Cynosure Group
Utah
$377K +$65.9K +242 +20%
BPC
306
Banque Pictet & Cie
Switzerland
$373K -$26.1K -96 -6%
SPIA
307
Steward Partners Investment Advisory
New York
$373K -$10.9K -40 -3%
MC
308
Machina Capital
France
$369K +$391K +1,438 New
MOS
309
MGO One Seven
Ohio
$367K +$125K +458 +47%
P
310
&Partners
Tennessee
$363K +$385K +1,416 New
VA
311
Vident Advisory
Georgia
$363K -$430K -1,580 -53%
SCM
312
Shelton Capital Management
Colorado
$354K
DO
313
denkapparat Operations
Germany
$354K +$375K +1,378 New
SPC
314
Sigma Planning Corp
Michigan
$341K +$361K +1,328 New
MGIA
315
Moneta Group Investment Advisors
Missouri
$338K +$359K +1,318 New
M&T Bank
316
M&T Bank
New York
$330K -$33.8K -124 -9%
ECM
317
Everence Capital Management
Indiana
$328K
FTWA
318
Fifth Third Wealth Advisors
Ohio
$323K +$1.09K +4 +0.3%
EH
319
Equitable Holdings
New York
$318K +$338K +1,240 New
CIBC Asset Management
320
CIBC Asset Management
Ontario, Canada
$310K
ACM
321
Aquatic Capital Management
Illinois
$303K -$1.22M -4,483 -79%
BJL
322
Brighton Jones LLC
Washington
$302K +$320K +1,177 New
XT
323
XTX Topco
Cayman Islands
$297K -$1.99M -7,321 -86%
TC
324
TownSquare Capital
Utah
$292K -$5.22M -19,167 -94%
BCI
325
Brinker Capital Investments
Pennsylvania
$287K -$19.9K -73 -6%

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.