We are live on ! Find out more
PEN icon

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
BNP Paribas Financial Markets
201
BNP Paribas Financial Markets
France
$1.43M +$299K +1,098 +24%
SCI
202
S&CO Inc
Massachusetts
$1.41M
NAAA
203
New Age Alpha Advisors
New York
$1.4M +$114K +418 +8%
VRS
204
Virginia Retirement Systems
Virginia
$1.39M
GCM
205
Genus Capital Management
British Columbia, Canada
$1.38M +$1.47M +5,390 New
HighTower Advisors
206
HighTower Advisors
Illinois
$1.38M -$412K -1,515 -22%
OBWG
207
Onyx Bridge Wealth Group
New York
$1.34M
Robeco Institutional Asset Management
208
Robeco Institutional Asset Management
Netherlands
$1.33M +$1.41M +5,193 New
EDRH
209
Edmond de Rothschild Holding
Switzerland
$1.28M +$1.36M +5,000 New
Neuberger Berman Group
210
Neuberger Berman Group
New York
$1.27M +$542K +1,990 +67%
Wealth Enhancement Advisory Services
211
Wealth Enhancement Advisory Services
Minnesota
$1.26M +$476K +1,748 +54%
AG
212
AlTi Global
New York
$1.15M +$1.09K +4 +0.1%
WG
213
Winton Group
United Kingdom
$1.15M +$681K +2,502 +127%
VPIM
214
Vanguard Personalized Indexing Management
California
$1.14M +$2.72K +10 +0.2%
Daiwa Securities Group
215
Daiwa Securities Group
Japan
$1.14M +$1.21M +4,430 New
SOADOR
216
State of Alaska Department of Revenue
Alaska
$1.12M -$39.5K -145 -3%
LAM
217
LECAP Asset Management
United Kingdom
$1.11M +$1.17M +4,314 New
Bessemer Group
218
Bessemer Group
New Jersey
$1.1M -$120K -440 -9%
SSIM
219
Sheets Smith Investment Management
Texas
$1.1M +$381K +1,398 +48%
Twin Tree Management
220
Twin Tree Management
Texas
$1.09M -$1.88M -6,896 -62%
NG
221
Norden Group
Utah
$1.05M -$151K -555 -12%
APWM
222
Argonautica Private Wealth Management
Massachusetts
$1.03M -$2.18K -8 -0.2%
LCG
223
Lisanti Capital Growth
New York
$1.03M
FFL
224
Future Fund LLC
Illinois
$1.02M +$1.08M +3,975 New
OCM
225
One Capital Management
California
$1.02M +$1.08M +3,975 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.