PEN icon

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 %
BI
426
Binnacle Investments
Iowa
$770 – – –
FNWA
427
Financial Network Wealth Advisors
Utah
$770 – – –
S
428
Sachetta
Massachusetts
$770 – – –
FMP
429
Financial Management Professionals
Texas
$770 – – –
CH
430
Cromwell Holdings
Wyoming
$770 +$257 +1 +50%
TIM
431
Tortoise Investment Management
New York
$770 +$770 +3 New
BIA
432
Bell Investment Advisors
California
$514 +$514 +2 New
CIBC Private Wealth Group
433
CIBC Private Wealth Group
Georgia
$513 -$21.3K -83 -98%
AF
434
Advisornet Financial
Minnesota
$513 -$257 -1 -33%
BFS
435
Bare Financial Services
Pennsylvania
$513 – – –
GWM
436
Geneos Wealth Management
Colorado
$513 +$513 +2 New
AT
437
Arlington Trust
Alabama
$513 +$513 +2 New
LFG
438
Larson Financial Group
Missouri
$257 -$7.2K -28 -97%
MCM
439
Manchester Capital Management
Vermont
$257 – – –
PWAM
440
Private Wealth Asset Management
Iowa
$257 – – –
SC
441
Stephens Consulting
Michigan
$257 +$257 +1 New
WA
442
Whipplewood Advisors
Colorado
$257 +$257 +1 New
Holocene Advisors
443
Holocene Advisors
New York
– -$108M -402,336 Closed
WP
444
Woodline Partners
California
– -$39M -145,881 Closed
Balyasny Asset Management
445
Balyasny Asset Management
Illinois
– -$29.7M -111,068 Closed
Massachusetts Financial Services
446
Massachusetts Financial Services
Massachusetts
– -$18.7M -70,108 Closed
FGP
447
Freestone Grove Partners
California
– -$13.2M -49,422 Closed
SI
448
Sofinnova Investments
California
– -$11.5M -42,936 Closed
CF
449
Corebridge Financial
Texas
– -$11.4M -42,788 Closed
ZIM
450
Zacks Investment Management
Illinois
– -$9.76M -36,486 Closed
16 17
18
19 20