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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 %
AAP
401
Arax Advisory Partners
Colorado
$8.21K -$11.8K -46 -59%
KFI
402
Key Financial Inc
Pennsylvania
$5.13K – – –
AssetMark Inc
403
AssetMark Inc
California
$5.13K +$2.82K +11 +122%
SS
404
Sunbelt Securities
Texas
$4.99K – – –
TPWA
405
Twin Peaks Wealth Advisors
California
$4.97K +$4.97K +20 New
CFO
406
CVA Family Office
Colorado
$4.62K -$513 -2 -10%
ST
407
Smithfield Trust
Pennsylvania
$4K – – –
WTC
408
WhitTier Trust Company
Nevada
$3.34K – – –
JSAM
409
J. Safra Asset Management
New York
$3.33K – – –
TPCW
410
TD Private Client Wealth
New York
$3.08K -$2.31K -9 -43%
EB
411
Eastern Bank
Massachusetts
$3.08K – – –
CW
412
Cooksen Wealth
Texas
$3.08K +$3.08K +12 New
HWM
413
Hemington Wealth Management
Virginia
$3K – – –
Kayne Anderson Rudnick Investment Management
414
Kayne Anderson Rudnick Investment Management
California
$2.57K +$2.57K +10 New
AA
415
Ancora Advisors
Ohio
$2.57K +$2.57K +10 New
SC
416
SouthState Corp
Florida
$2.05K -$514 -2 -20%
PTC
417
Private Trust Company
Ohio
$2.05K +$2.05K +8 New
CT
418
Clearstead Trust
Maine
$1.54K – – –
RS
419
Rakuten Securities
Japan
$1.54K +$1.54K +6 New
KG
420
Kilter Group
New York
$1.54K +$1.54K +6 New
PWMG
421
Private Wealth Management Group
New Jersey
$1.03K – – –
FFO
422
Fortitude Family Office
Arizona
$1.03K +$1.03K +4 New
CAL
423
Capital Advisors Ltd
Ohio
$1K – – –
RBC
424
Roble Belko & Company
Pennsylvania
$1K – – –
CFD
425
Creative Financial Designs
Indiana
$770 -$4.62K -18 -86%
15 16
17
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