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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
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 %
GI
351
GAMMA Investing
California
$195K +$13.3K +52 +7%
IA
352
IFP Advisors
Florida
$172K +$169K +660 +6,600%
ACM
353
Aster Capital Management
United Arab Emirates
$166K +$166K +646 New
AIP
354
Arrowpoint Investment Partners
Singapore
$159K +$159K +620 New
CI Investments Inc
355
CI Investments Inc
Ontario, Canada
$156K -$8.74K -34 -5%
Osaic Holdings
356
Osaic Holdings
Arizona
$108K -$343K -1,346 -76%
UB
357
UMB Bank
Missouri
$108K +$4.36K +17 +4%
BC
358
Bayforest Capital
United Kingdom
$103K -$265K -1,031 -72%
BNP Paribas Asset Management
359
BNP Paribas Asset Management
France
$95K +$95K +372 New
SWM
360
Spire Wealth Management
Virginia
$90.8K +$90.8K +354 New
CA
361
Clearstead Advisors
Ohio
$87K +$64.7K +252 +290%
Fifth Third Bancorp
362
Fifth Third Bancorp
Ohio
$85.2K -$18.5K -72 -18%
PS
363
Principal Securities
Iowa
$78K -$13.6K -53 -15%
PPC
364
Park Place Capital
Alabama
$75.2K -$8.77K -35 -10%
BTI
365
Blue Trust Inc
Georgia
$72.9K +$9.24K +36 +15%
Northwestern Mutual Wealth Management
366
Northwestern Mutual Wealth Management
Wisconsin
$72.1K +$5.39K +21 +8%
EWA
367
EverSource Wealth Advisors
Alabama
$69.8K +$47.2K +184 +209%
SOW
368
State of Wyoming
Wyoming
$63.9K +$63.9K +249 New
HC
369
Hurley Capital
New York
$59K – – –
PA
370
Parallel Advisors
California
$55.9K -$7.19K -28 -11%
QL
371
Quarry LP
New York
$46.5K +$46.5K +181 New
AF
372
Allworth Financial
California
$45.4K +$9.5K +37 +26%
Walleye Trading
373
Walleye Trading
New York
$42.6K +$42.6K +166 New
S
374
SignatureFD
Georgia
$42.1K +$513 +2 +1%
PFBT
375
Parkside Financial Bank & Trust
Missouri
$41.1K +$16.9K +66 +70%
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