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
5.96%
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
1
Invesco
Georgia
$163M
2
Baillie Gifford & Co
2
Baillie Gifford & Co
United Kingdom
$237M
3
Qube Research & Technologies (QRT)
3
Qube Research & Technologies (QRT)
United Kingdom
$53.8M
4
Man Group
4
Man Group
United Kingdom
$53M
5
AQR Capital Management
5
AQR Capital Management
Connecticut
$84.9M

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 Holding Trade Value Shares
Change 		Shares
Change %
SAM
176
Silvercrest Asset Management
New York
$2.23M -$273K -1,065 -11%
NMIMC
177
Northwestern Mutual Investment Management Company
Wisconsin
$2.22M +$28.7K +112 +1%
FAM
178
Fred Alger Management
New York
$2.16M +$1.81M +7,058 +526%
DT
179
Diversified Trust
Tennessee
$2.15M +$536K +2,089 +33%
TI
180
Trexquant Investment
Connecticut
$2.14M +$2.14M +8,355 New
SC
181
Scholtz & Company
Connecticut
$2.07M +$324K +1,262 +19%
PI
182
PineBridge Investments
New York
$2.05M +$1.27M +4,946 +164%
T. Rowe Price Investment Management
183
T. Rowe Price Investment Management
Maryland
$2.04M -$161M -625,663 -99%
OPERF
184
Oregon Public Employees Retirement Fund
Oregon
$2.02M +$25.7K +100 +1%
X
185
Xponance
Pennsylvania
$2.01M +$16.4K +64 +0.8%
NMERB
186
New Mexico Educational Retirement Board
New Mexico
$2M – – –
BPA
187
Beacon Pointe Advisors
California
$1.95M -$24.4K -95 -1%
D.E. Shaw & Co
188
D.E. Shaw & Co
New York
$1.95M – – –
AIP
189
Ameritas Investment Partners
Nebraska
$1.93M -$8.21K -32 -0.4%
ERSOT
190
Employees Retirement System of Texas
Texas
$1.93M +$573K +2,233 +42%
KK
191
KLP Kapitalforvaltning
Norway
$1.92M – – –
OAM
192
Oppenheimer Asset Management
New York
$1.92M -$131K -510 -6%
Zurich Cantonal Bank
193
Zurich Cantonal Bank
Switzerland
$1.81M +$141K +549 +8%
Deutsche Bank
194
Deutsche Bank
Germany
$1.78M -$184K -716 -9%
BMSSC
195
B. Metzler seel. Sohn & Co
Germany
$1.59M – – –
URS
196
Utah Retirement Systems
Utah
$1.56M -$6.67K -26 -0.4%
ETC
197
Exchange Traded Concepts
Oklahoma
$1.51M +$2.82K +11 +0.2%
Pictet Asset Management
198
Pictet Asset Management
Switzerland
$1.5M – – –
Carson Wealth (CWM LLC)
199
Carson Wealth (CWM LLC)
Nebraska
$1.47M +$429K +1,670 +41%
HI
200
Horizon Investments
North Carolina
$1.46M +$1.46M +5,678 New
6 7
8
9 10