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Penumbra

421 hedge funds and large institutions have $9.39B invested in Penumbra in 2025 Q1 according to their latest regulatory filings, with 91 funds opening new positions, 144 increasing their positions, 132 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

502% more call options, than puts

Call options by funds: $95.8M | Put options by funds: $15.9M

133% more first-time investments, than exits

New positions opened: 91 | Existing positions closed: 39

50% more funds holding in top 10

Funds holding in top 10: 46 (+2)

13% more funds holding

Funds holding: 372421 (+49)

13% more capital invested

Capital invested by funds: $8.3B → $9.39B (+$1.09B)

9% more repeat investments, than reductions

Existing positions increased: 144 | Existing positions reduced: 132

0.16% more ownership

Funds ownership: 90.99%91.15% (+0.16%)

Holders
421
Holders Change
+49
Holders Change %
+13.17%
% of All Funds
5.64%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.08%
New
91
Increased
144
Reduced
132
Closed
39
Calls
$95.8M
Puts
$15.9M
Net Calls
+$79.9M
Net Calls Change
+$25.8M
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$1.56B +$5.75M +21,250 +0.4%
BlackRock
2
BlackRock
New York
$1.11B +$6.67M +24,655 +0.6%
Vanguard Group
3
Vanguard Group
Pennsylvania
$983M +$6.69M +24,727 +0.7%
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$323M -$15.5M -57,256 -5%
State Street
5
State Street
Massachusetts
$320M -$1.5M -5,556 -0.5%
CIP
6
Champlain Investment Partners
Vermont
$233M -$169M -626,034 -42%
RI
7
RTW Investments
New York
$231M +$86.6K +320 +0%
Citadel Advisors
8
Citadel Advisors
Florida
$210M +$13.5M +50,021 +7%
JP Morgan Chase
9
JP Morgan Chase
New York
$188M +$155M +572,606 +437%
Baillie Gifford & Co
10
Baillie Gifford & Co
United Kingdom
$184M -$11.2M -41,238 -6%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$184M +$10.2M +37,659 +6%
T. Rowe Price Investment Management
12
T. Rowe Price Investment Management
Maryland
$169M -$19.9M -73,453 -10%
ClearBridge Investments
13
ClearBridge Investments
New York
$157M -$20.9M -77,108 -12%
CAM
14
Congress Asset Management
Massachusetts
$146M -$17M -62,681 -10%
Capital World Investors
15
Capital World Investors
California
$145M
Janus Henderson Group
16
Janus Henderson Group
United Kingdom
$145M -$15.1M -55,760 -9%
Norges Bank
17
Norges Bank
Norway
$114M +$53.7M +198,609 +87%
Holocene Advisors
18
Holocene Advisors
New York
$108M +$106M +392,232 +3,882%
Morgan Stanley
19
Morgan Stanley
New York
$99.7M -$17.9M -66,042 -15%
Thrivent Financial for Lutherans
20
Thrivent Financial for Lutherans
Minnesota
$95.6M -$2.78M -10,280 -3%
Allspring Global Investments
21
Allspring Global Investments
North Carolina
$87M +$5.86M +21,649 +7%
Northern Trust
22
Northern Trust
Illinois
$84.5M -$597K -2,208 -0.7%
Dimensional Fund Advisors
23
Dimensional Fund Advisors
Texas
$83.1M -$3.57M -13,203 -4%
Artisan Partners
24
Artisan Partners
Wisconsin
$77.8M -$1.38M -5,089 -2%
Bank of New York Mellon
25
Bank of New York Mellon
New York
$76.8M -$1.99M -7,343 -2%

PEN Hedge Fund Activity: Q1 2025 in Review

421 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Penumbra (PEN) for Q1 2025, worth a combined $9.39B — up 13% from $8.3B a quarter earlier.

Buyers outnumbered sellers: 91 funds opened new PEN positions and 39 closed out — a net gain of 52 holders — while 144 added to existing stakes and 132 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $155M. The largest seller was William Blair Investment Management, exiting entirely with an estimated $210M sold.

  • 421 institutional investors held Penumbra (PEN) as of Q1 2025, up from 372 in Q4 2024.
  • Funds reported $9.39B of Penumbra stock for Q1 2025, up 13% quarter-over-quarter.
  • 91 funds opened new Penumbra positions in Q1 2025 and 39 closed out, a net change of +52 holders.
  • The largest Penumbra buyer in Q1 2025 was JP Morgan Chase, an estimated $155M added.
  • The largest Penumbra seller in Q1 2025 was William Blair Investment Management, an estimated $210M sold.

Based on aggregated 13F filings for Q1 2025.