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Penumbra

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: 34 (+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: 450420 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
BAMCO Inc
126
BAMCO Inc
New York
$3.42M -$1.01M -4,000 -23%
IC
127
IEQ Capital
California
$3.33M -$798K -3,162 -19%
YCM
128
Yousif Capital Management
Michigan
$3.21M -$199K -788 -6%
HSA
129
Hussman Strategic Advisors
Maryland
$3.19M +$3.18M +12,600 New
SAM
130
Silvercrest Asset Management
New York
$3.17M +$963K +3,817 +44%
AM
131
AGF Management
Ontario, Canada
$3.14M +$3.13M +12,412 New
State of New Jersey Common Pension Fund D
132
State of New Jersey Common Pension Fund D
New Jersey
$3.14M +$6.31K +25 +0.2%
LPL Financial
133
LPL Financial
California
$3.13M -$4.06M -16,111 -57%
Skandinaviska Enskilda Banken (SEB)
134
Skandinaviska Enskilda Banken (SEB)
Sweden
$3.08M -$46.2K -183 -1%
Teacher Retirement System of Texas
135
Teacher Retirement System of Texas
Texas
$3.03M -$228K -902 -7%
Russell Investments Group
136
Russell Investments Group
United Kingdom
$3.02M -$3.7M -14,671 -55%
Ohio Public Employees Retirement System (OPERS)
137
Ohio Public Employees Retirement System (OPERS)
Ohio
$2.98M -$4.06M -16,099 -58%
Marshall Wace
138
Marshall Wace
United Kingdom
$2.95M -$17.7M -70,366 -86%
LTAS
139
Linden Thomas Advisory Services
North Carolina
$2.94M +$1.26K +5 +0%
Verition Fund Management
140
Verition Fund Management
Connecticut
$2.89M -$361K -1,431 -11%
IMRF
141
Illinois Municipal Retirement Fund
Illinois
$2.79M +$441K +1,749 +19%
FAM
142
Fred Alger Management
New York
$2.78M +$651K +2,581 +31%
State of Tennessee, Department of Treasury
143
State of Tennessee, Department of Treasury
Tennessee
$2.77M -$1.58M -6,248 -36%
LSERS
144
Louisiana State Employees Retirement System
Louisiana
$2.76M
ASRS
145
Arizona State Retirement System
Arizona
$2.76M +$40.6K +161 +2%
US Bancorp
146
US Bancorp
Minnesota
$2.72M -$27.2K -108 -1%
Comerica Bank
147
Comerica Bank
Texas
$2.71M -$193K -764 -7%
Handelsbanken Fonder
148
Handelsbanken Fonder
Sweden
$2.62M
COPPSERS
149
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$2.54M +$14.9K +59 +0.6%
Cerity Partners
150
Cerity Partners
New York
$2.5M -$43.4K -172 -2%

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.