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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
Bessemer Group
201
Bessemer Group
New Jersey
$1.1M +$10.3K +41 +1%
SOADOR
202
State of Alaska Department of Revenue
Alaska
$1.08M -$21.4K -85 -2%
BNP Paribas Financial Markets
203
BNP Paribas Financial Markets
France
$1.05M -$358K -1,418 -25%
Creative Planning
204
Creative Planning
Kansas
$1.05M +$489K +1,940 +89%
PMAM
205
Picton Mahoney Asset Management
Ontario, Canada
$1.03M +$1.02M +4,058 New
HI
206
Horizon Investments
North Carolina
$1.02M -$412K -1,633 -29%
APWM
207
Argonautica Private Wealth Management
Massachusetts
$1.02M -$3.78K -15 -0.4%
DWM
208
Diversify Wealth Management
Utah
$1.01M +$318K +1,260 +39%
BCM
209
Bayesian Capital Management
New York
$989K +$984K +3,903 New
1CP
210
17 Capital Partners
Arizona
$978K +$1.51K +6 +0.2%
Calamos Advisors
211
Calamos Advisors
Illinois
$972K +$263K +1,044 +37%
Wealth Enhancement Advisory Services
212
Wealth Enhancement Advisory Services
Minnesota
$972K -$277K -1,097 -22%
PCP
213
Perbak Capital Partners
United Kingdom
$956K +$574K +2,277 +152%
Mercer Global Advisors
214
Mercer Global Advisors
Colorado
$933K +$315K +1,249 +51%
KeyBank National Association
215
KeyBank National Association
Ohio
$928K +$255K +1,011 +38%
OAM
216
OP Asset Management
$912K +$138K +547 +18%
HighTower Advisors
217
HighTower Advisors
Illinois
$911K -$447K -1,772 -33%
NG
218
Norden Group
Utah
$899K -$135K -536 -13%
BAAM
219
Baker Avenue Asset Management
California
$869K +$14.9K +59 +2%
UCFA
220
United Capital Financial Advisors
Texas
$839K +$835K +3,311 New
DAS
221
Diversify Advisory Services
Utah
$832K +$138K +546 +17%
AFM
222
Abbot Financial Management
Massachusetts
$824K +$10.6K +42 +1%
Prudential Financial
223
Prudential Financial
New Jersey
$797K -$1.91M -7,588 -71%
AIM
224
Aigen Investment Management
New York
$776K +$82.2K +326 +12%
YMRC
225
Yorktown Management & Research Company
Virginia
$760K – – –
7 8
9
10 11

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.