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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 %
AAM
376
Advisors Asset Management
Colorado
$38.8K -$38.2K -149 -50%
TWD
377
True Wealth Design
Ohio
$38.5K -$770 -3 -2%
VCM
378
Versant Capital Management
Arizona
$37.2K -$41.8K -163 -53%
HNB
379
Huntington National Bank
Ohio
$30.5K – – –
NFSG
380
Newbridge Financial Services Group
Florida
$30.1K +$30.1K +117 New
C
381
Covestor
United Kingdom
$30K -$3.85K -15 -11%
BT
382
Banque Transatlantique
France
$25.8K – – –
MPWT
383
MassMutual Private Wealth & Trust
Connecticut
$24.1K -$3.34K -13 -12%
Nisa Investment Advisors
384
Nisa Investment Advisors
Missouri
$22.6K -$5.13K -20 -19%
RA
385
Rise Advisors
New York
$20.3K – – –
BF
386
BOK Financial
Oklahoma
$20.3K +$20.3K +79 New
Mitsubishi UFJ Asset Management
387
Mitsubishi UFJ Asset Management
Japan
$20K -$2.71M -10,577 -99%
Optiver Holding
388
Optiver Holding
Netherlands
$20K +$6.42K +25 +47%
BCMLT
389
Beacon Capital Management LLC (Tennessee)
Tennessee
$15.1K – – –
SCM
390
Sterling Capital Management
North Carolina
$14.6K -$17.5K -68 -54%
MCM
391
MAI Capital Management
Ohio
$14.4K +$5.39K +21 +60%
MA
392
MCF Advisors
Kentucky
$13.6K +$2.05K +8 +18%
BCWM
393
Bartlett & Co Wealth Management
Ohio
$13.3K – – –
SS
394
SBI Securities
Japan
$13.1K -$513 -2 -4%
RI
395
Ridgewood Investments
New Jersey
$12.8K – – –
AUB
396
Atlantic Union Bankshares
Virginia
$12.8K +$12.8K +50 New
SAM
397
Smartleaf Asset Management
Massachusetts
$12.1K -$12.8K -50 -52%
FHA
398
First Horizon Advisors
Tennessee
$10.8K -$16.4K -64 -60%
GRP
399
Global Retirement Partners
California
$9.24K +$9.24K +36 New
FMII
400
Farmers & Merchants Investments Inc
Nebraska
$8.47K +$1.03K +4 +14%
14 15
16
17 18