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Penumbra

451 hedge funds and large institutions have $9.18B invested in Penumbra in 2025 Q2 according to their latest regulatory filings, with 87 funds opening new positions, 169 increasing their positions, 138 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

405% more call options, than puts

Call options by funds: $73.2M | Put options by funds: $14.5M

67% more first-time investments, than exits

New positions opened: 87 | Existing positions closed: 52

22% more repeat investments, than reductions

Existing positions increased: 169 | Existing positions reduced: 138

7% more funds holding

Funds holding: 421451 (+30)

1.2% more ownership

Funds ownership: 91.15%92.35% (+1.2%)

2% less capital invested

Capital invested by funds: $9.39B → $9.18B (-$215M)

50% less funds holding in top 10

Funds holding in top 10: 63 (-3)

Holders
451
Holders Change
+30
Holders Change %
+7.13%
% 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
87
Increased
169
Reduced
138
Closed
52
Calls
$73.2M
Puts
$14.5M
Net Calls
+$58.7M
Net Calls Change
-$21.2M
Name Holding Trade Value Shares
Change
Change in
Stake
SAM
176
Silvercrest Asset Management
New York
$2.23M -$290K -1,065 -11%
NMIMC
177
Northwestern Mutual Investment Management Company
Wisconsin
$2.22M +$30.5K +112 +1%
FAM
178
Fred Alger Management
New York
$2.16M +$1.92M +7,058 +526%
DT
179
Diversified Trust
Tennessee
$2.15M +$569K +2,089 +33%
TI
180
Trexquant Investment
Connecticut
$2.14M +$2.27M +8,355 New
SC
181
Scholtz & Company
Connecticut
$2.07M +$344K +1,262 +19%
PI
182
PineBridge Investments
New York
$2.05M +$1.35M +4,946 +164%
T. Rowe Price Investment Management
183
T. Rowe Price Investment Management
Maryland
$2.04M -$170M -625,663 -99%
OPERF
184
Oregon Public Employees Retirement Fund
Oregon
$2.02M +$27.2K +100 +1%
X
185
Xponance
Pennsylvania
$2.01M +$17.4K +64 +0.8%
NMERB
186
New Mexico Educational Retirement Board
New Mexico
$2M
BPA
187
Beacon Pointe Advisors
California
$1.95M -$25.9K -95 -1%
D.E. Shaw & Co
188
D.E. Shaw & Co
New York
$1.95M
AIP
189
Ameritas Investment Partners
Nebraska
$1.93M -$8.71K -32 -0.4%
ERSOT
190
Employees Retirement System of Texas
Texas
$1.93M +$608K +2,233 +42%
KK
191
KLP Kapitalforvaltning
Norway
$1.92M
OAM
192
Oppenheimer Asset Management
New York
$1.92M -$139K -510 -6%
Zurich Cantonal Bank
193
Zurich Cantonal Bank
Switzerland
$1.81M +$149K +549 +8%
Deutsche Bank
194
Deutsche Bank
Germany
$1.78M -$195K -716 -9%
BMSSC
195
B. Metzler seel. Sohn & Co
Germany
$1.59M
URS
196
Utah Retirement Systems
Utah
$1.56M -$7.08K -26 -0.4%
ETC
197
Exchange Traded Concepts
Oklahoma
$1.51M +$2.99K +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 +$455K +1,670 +41%
HI
200
Horizon Investments
North Carolina
$1.46M +$1.55M +5,678 New

PEN Hedge Fund Activity: Q2 2025 in Review

451 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Penumbra (PEN) for Q2 2025, worth a combined $9.18B — down 2.3% from $9.39B a quarter earlier.

Buyers outnumbered sellers: 87 funds opened new PEN positions and 52 closed out — a net gain of 35 holders — while 169 added to existing stakes and 138 trimmed.

The largest buyer was Invesco, adding an estimated $159M. The largest seller was T. Rowe Price Investment Management, cutting an estimated $170M.

  • 451 institutional investors held Penumbra (PEN) as of Q2 2025, up from 421 in Q1 2025.
  • Funds reported $9.18B of Penumbra stock for Q2 2025, down 2.3% quarter-over-quarter.
  • 87 funds opened new Penumbra positions in Q2 2025 and 52 closed out, a net change of +35 holders.
  • The largest Penumbra buyer in Q2 2025 was Invesco, an estimated $159M added.
  • The largest Penumbra seller in Q2 2025 was T. Rowe Price Investment Management, an estimated $170M sold.

Based on aggregated 13F filings for Q2 2025.