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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 %
CT
401
Clearstead Trust
Maine
$1.61K +$1.61K +6 New
PWMG
402
Private Wealth Management Group
New Jersey
$1.07K – – –
RBC
403
Roble Belko & Company
Pennsylvania
$1K – – –
CAL
404
Capital Advisors Ltd
Ohio
$1K – – –
S
405
Sachetta
Massachusetts
$803 – – –
FMP
406
Financial Management Professionals
Texas
$802 – – –
FNWA
407
Financial Network Wealth Advisors
Utah
$802 – – –
AF
408
Advisornet Financial
Minnesota
$802 +$535 +2 +200%
BI
409
Binnacle Investments
Iowa
$802 +$802 +3 New
BFS
410
Bare Financial Services
Pennsylvania
$535 +$535 +2 New
CH
411
Cromwell Holdings
Wyoming
$535 +$535 +2 New
PWA
412
Principia Wealth Advisory
Texas
$275 +$275 +1 New
MCM
413
Manchester Capital Management
Vermont
$268 – – –
HWP
414
Highline Wealth Partners
California
$267 +$267 +1 New
NC
415
NewSquare Capital
Pennsylvania
$267 +$267 +1 New
PWAM
416
Private Wealth Asset Management
Iowa
$267 +$267 +1 New
William Blair Investment Management
417
William Blair Investment Management
Illinois
– -$210M -883,098 Closed
Norges Bank
418
Norges Bank
Norway
– -$54.4M -229,054 Closed
PA
419
Perceptive Advisors
New York
– -$17.4M -73,338 Closed
Nomura Holdings
420
Nomura Holdings
Japan
– -$2.39M -10,052 Closed
TI
421
Trexquant Investment
Connecticut
– -$2.1M -8,854 Closed
HF
422
HRT Financial
New York
– -$2.08M -8,745 Closed
FHB
423
First Hawaiian Bank
Hawaii
– -$2.05M -8,625 Closed
Renaissance Technologies
424
Renaissance Technologies
New York
– -$1.92M -8,100 Closed
Pacer Advisors
425
Pacer Advisors
Pennsylvania
– -$1.36M -5,721 Closed
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