We are live on ! Find out more
PEN icon

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
DM
176
Deerfield Management
New York
$1.62M +$1.62M +6,411 New
OAM
177
Oppenheimer Asset Management
New York
$1.62M -$275K -1,089 -15%
CCM
178
Cinctive Capital Management
New York
$1.57M +$1.57M +6,215 New
BMSSC
179
B. Metzler seel. Sohn & Co
Germany
$1.57M – – –
FFL
180
Future Fund LLC
Illinois
$1.57M +$562K +2,229 +56%
OCM
181
One Capital Management
California
$1.57M +$562K +2,229 +56%
URS
182
Utah Retirement Systems
Utah
$1.54M – – –
Carson Wealth (CWM LLC)
183
Carson Wealth (CWM LLC)
Nebraska
$1.48M +$26.2K +104 +2%
YIH
184
Y-Intercept (HK)
Hong Kong
$1.43M -$4.08M -16,161 -74%
SCI
185
S&CO Inc
Massachusetts
$1.39M – – –
NAAA
186
New Age Alpha Advisors
New York
$1.35M -$41.1K -163 -3%
OBWG
187
Onyx Bridge Wealth Group
New York
$1.33M – – –
VanEck Associates
188
VanEck Associates
New York
$1.32M +$1.32M +5,227 New
MF
189
Magnetar Financial
Illinois
$1.31M -$6.68M -26,473 -84%
Pacer Advisors
190
Pacer Advisors
Pennsylvania
$1.3M +$825K +3,270 +175%
STA
191
Summit Trail Advisors
New York
$1.3M +$1.29M +5,120 New
Pictet Asset Management
192
Pictet Asset Management
Switzerland
$1.29M -$192K -763 -13%
Neuberger Berman Group
193
Neuberger Berman Group
New York
$1.27M +$11.9K +47 +0.9%
TI
194
Tidal Investments
Wisconsin
$1.19M +$247K +981 +26%
VRS
195
Virginia Retirement Systems
Virginia
$1.17M -$202K -800 -15%
VPIM
196
Vanguard Personalized Indexing Management
California
$1.16M +$31.3K +124 +3%
SG Americas Securities
197
SG Americas Securities
New York
$1.15M +$670K +2,655 +140%
AG
198
AlTi Global
New York
$1.13M +$1.26K +5 +0.1%
AWAU
199
Alliance Wealth Advisors (Utah)
Utah
$1.12M +$245K +970 +28%
SSIM
200
Sheets Smith Investment Management
Texas
$1.12M +$30.3K +120 +3%
6 7
8
9 10

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.