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Penumbra
PEN

Overview Fund Activity

442 hedge funds and large institutions have $9.17B invested in Penumbra in 2025 Q2 according to their latest regulatory filings, with 84 funds opening new positions, 166 increasing their positions, 138 reducing their positions, and 51 closing their positions.

Holders
442
Holders Change
+25
Holders Change %
+6%
% of All Funds
5.94%
Holding in Top 10
3
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-50%
% of All Funds
0.04%
New
84
Increased
166
Reduced
138
Closed
51
Calls
$55.6M
Puts
$8.11M
Net Calls
+$47.5M
Net Calls Change
-$32.3M

Top Buyers

1
Invesco
1
Invesco
Georgia
$163M
2
Norges Bank
2
Norges Bank
Norway
$114M
3
Baillie Gifford & Co
3
Baillie Gifford & Co
United Kingdom
$237M
4
Qube Research & Technologies (QRT)
4
Qube Research & Technologies (QRT)
United Kingdom
$53.8M
5
Man Group
5
Man Group
United Kingdom
$53M

Top Sellers

1
T. Rowe Price Investment Management
1
T. Rowe Price Investment Management
Maryland
$2.04M
2
Citadel Advisors
2
Citadel Advisors
Florida
$56.2M
3
Holocene Advisors
3
Holocene Advisors
New York
$0
4
WP
4
Woodline Partners
California
$0
5
CIP
5
Champlain Investment Partners
Vermont
$191M
Name Market Value Shares Shares
Change 		Shares
Change %
HFM
476
Harvest Fund Management
China
$0 1 -647 -100%
QC
477
Quent Capital
New York
– – -486 Closed
RCM
478
Raleigh Capital Management
North Carolina
– – -422 Closed
CIAM
479
Caitong International Asset Management
Hong Kong
– – -283 Closed
CA
480
CoreCap Advisors
Michigan
– – -174 Closed
MG
481
Mather Group
Illinois
– – -100 Closed
SIM
482
Synergy Investment Management
Florida
– – -100 Closed
MAM
483
Morse Asset Management
Connecticut
– – -60 Closed
CHC
484
City Holding Co
West Virginia
– – -57 Closed
SW
485
SVB Wealth
Massachusetts
– – -49 Closed
HI
486
Harbour Investments
Wisconsin
– – -40 Closed
BBHC
487
Brown Brothers Harriman & Co
New York
– – -35 Closed
GKIM
488
GW&K Investment Management
Massachusetts
– – -17 Closed
CFB
489
Cullen/Frost Bankers
Texas
– – -8 Closed
HWP
490
Highline Wealth Partners
California
– – -1 Closed
PWA
491
Principia Wealth Advisory
Texas
– – -1 Closed
NC
492
NewSquare Capital
Pennsylvania
– – -1 Closed
AW
493
Avion Wealth
Texas
$0 2 – –
SB
494
SIG Brokerage
New York
– – – –
Simplex Trading
495
Simplex Trading
Illinois
– – – –
Wolverine Trading
496
Wolverine Trading
Illinois
– – – –
AWM
497
Activest Wealth Management
Florida
– – – –
Group One Trading
498
Group One Trading
Illinois
– – – –
Nomura Asset Management
499
Nomura Asset Management
Japan
– – – –
16 17 18 19
20