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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 %
BCWM
376
Bartlett & Co Wealth Management
Ohio
$13.9K – – –
SSB
377
Sandy Spring Bank
Maryland
$13.4K – – –
RI
378
Ridgewood Investments
New Jersey
$13.4K – – –
SW
379
SVB Wealth
Massachusetts
$13.1K +$13.1K +49 New
MA
380
MCF Advisors
Kentucky
$12K +$12K +45 New
HI
381
Harbour Investments
Wisconsin
$10.7K +$10.7K +40 New
MCM
382
MAI Capital Management
Ohio
$9.36K – – –
BBHC
383
Brown Brothers Harriman & Co
New York
$9.36K – – –
FMII
384
Farmers & Merchants Investments Inc
Nebraska
$7.76K +$3.48K +13 +81%
LFG
385
Larson Financial Group
Missouri
$7.76K +$7.76K +29 New
SS
386
Sunbelt Securities
Texas
$5.62K – – –
TPCW
387
TD Private Client Wealth
New York
$5.62K +$4.55K +17 +425%
CFD
388
Creative Financial Designs
Indiana
$5.62K +$5.62K +21 New
KFI
389
Key Financial Inc
Pennsylvania
$5.35K – – –
CFO
390
CVA Family Office
Colorado
$5.35K +$535 +2 +11%
ST
391
Smithfield Trust
Pennsylvania
$5K – – –
GKIM
392
GW&K Investment Management
Massachusetts
$5K +$5K +17 New
JSAM
393
J. Safra Asset Management
New York
$3.48K – – –
WTC
394
WhitTier Trust Company
Nevada
$3.48K +$3.48K +13 New
EB
395
Eastern Bank
Massachusetts
$3.21K +$3.21K +12 New
HWM
396
Hemington Wealth Management
Virginia
$3K – – –
SC
397
SouthState Corp
Florida
$2.68K +$2.68K +10 New
IA
398
IFP Advisors
Florida
$2.67K +$535 +2 +25%
AssetMark Inc
399
AssetMark Inc
California
$2.41K -$1.34K -5 -36%
CFB
400
Cullen/Frost Bankers
Texas
$2.14K +$2.14K +8 New
14 15
16
17 18