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Penumbra
PEN

420 hedge funds and large institutions have $9.19B invested in Penumbra in 2025 Q3 according to their latest regulatory filings, with 52 funds opening new positions, 135 increasing their positions, 173 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed

244% more call options, than puts

Call options by funds: $81.4M | Put options by funds: $23.7M

33% more funds holding in top 10

Funds holding in top 10: 3 → 4 (+1)

0.68% more ownership

Funds ownership: 92.35% → 93.04% (+0.68%)

0% more capital invested

Capital invested by funds: $9.18B → $9.19B (+$14.1M)

7% less funds holding

Funds holding: 450 → 420 (-30)

22% less repeat investments, than reductions

Existing positions increased: 135 | Existing positions reduced: 173

34% less first-time investments, than exits

New positions opened: 52 | Existing positions closed: 79

Holders
420
Holders Change
-30
Holders Change %
-6.67%
% of All Funds
5.51%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.05%
New
52
Increased
135
Reduced
173
Closed
79
Calls
$81.4M
Puts
$23.7M
Net Calls
+$57.7M
Net Calls Change
-$925K

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
+$190M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$106M
3
Holocene Advisors
Holocene Advisors
New York
+$78.2M
4
Morgan Stanley
Morgan Stanley
New York
+$49.2M
5
PA
Perceptive Advisors
New York
+$47.4M

Top Sellers

1
Point72 Asset Management
Point72 Asset Management
Connecticut
-$35.3M
2
Capital World Investors
Capital World Investors
California
-$32.7M
3
Axa
Axa
France
-$27.2M
4
PAMP
Polar Asset Management Partners
Ontario, Canada
-$26M
5
SCM
Steadfast Capital Management
New York
-$24.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of America
26
Bank of America
North Carolina
$65.8M -$998K -3,958 -2%
AQR Capital Management
27
AQR Capital Management
Connecticut
$59.4M -$24.3M -96,535 -29%
Millennium Management
28
Millennium Management
New York
$59.1M +$41.6M +165,097 +242%
Artisan Partners
29
Artisan Partners
Wisconsin
$56.6M +$4.9M +19,418 +10%
PA
30
Perceptive Advisors
New York
$55.9M +$47.4M +187,750 +572%
Franklin Resources
31
Franklin Resources
California
$54M -$4.25M -16,865 -7%
Qube Research & Technologies (QRT)
32
Qube Research & Technologies (QRT)
United Kingdom
$53.8M +$713K +2,826 +1%
PHS
33
PFM Health Sciences
California
$49.4M +$7.27M +28,824 +17%
UBS Group
34
UBS Group
Switzerland
$48.3M +$25.4M +100,527 +112%
Ameriprise
35
Ameriprise
Minnesota
$47.6M +$7.7M +30,508 +19%
Baird Financial Group
36
Baird Financial Group
Wisconsin
$44.7M -$11.4M -45,317 -20%
Balyasny Asset Management
37
Balyasny Asset Management
Illinois
$43.5M +$43.3M +171,623 New
AllianceBernstein
38
AllianceBernstein
Tennessee
$38.3M -$230K -913 -0.6%
SEI Investments
39
SEI Investments
Pennsylvania
$38.3M +$950K +3,768 +3%
VOYA Investment Management
40
VOYA Investment Management
Georgia
$37.6M -$3.41M -13,531 -8%
BG
41
Bellevue Group
Switzerland
$37.2M -$6.85M -27,155 -16%
B
42
Braidwell
Connecticut
$35.9M +$3M +11,900 +9%
Adage Capital Partners
43
Adage Capital Partners
Massachusetts
$34.9M +$7.14M +28,293 +26%
Arrowstreet Capital
44
Arrowstreet Capital
Massachusetts
$31M +$20.9M +83,051 +211%
RSCM
45
Rock Springs Capital Management
Maryland
$30.5M -$2.02M -8,000 -6%
Lord, Abbett & Co
46
Lord, Abbett & Co
New Jersey
$29.9M -$6.54M -25,939 -18%
Man Group
47
Man Group
United Kingdom
$29.7M -$22.5M -89,090 -43%
RhumbLine Advisers
48
RhumbLine Advisers
Massachusetts
$27.8M -$124K -493 -0.4%
Los Angeles Capital Management
49
Los Angeles Capital Management
California
$26.6M -$5.71M -22,655 -18%
Principal Financial Group
50
Principal Financial Group
Iowa
$25.6M -$6.68M -26,485 -21%
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PEN Hedge Fund Activity: Q3 2025 in Review

420 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Penumbra (PEN) for Q3 2025, worth a combined $9.19B — up 0.15% from $9.18B a quarter earlier.

Sellers outnumbered buyers: 79 funds closed out of PEN and 52 opened new positions — a net loss of 27 holders — while 173 trimmed existing stakes and 135 added.

The largest buyer was Citadel Advisors, adding an estimated $190M. The largest seller was Point72 Asset Management, exiting entirely with an estimated $35.3M sold.

  • 420 institutional investors held Penumbra (PEN) as of Q3 2025, down from 450 in Q2 2025.
  • Funds reported $9.19B of Penumbra stock for Q3 2025, up 0.15% quarter-over-quarter.
  • 52 funds opened new Penumbra positions in Q3 2025 and 79 closed out, a net change of -27 holders.
  • The largest Penumbra buyer in Q3 2025 was Citadel Advisors, an estimated $190M added.
  • The largest Penumbra seller in Q3 2025 was Point72 Asset Management, an estimated $35.3M sold.

Based on aggregated 13F filings for Q3 2025.