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Penumbra
PEN

Overview Fund Activity

444 hedge funds and large institutions have $9.17B invested in Penumbra in 2025 Q2 according to their latest regulatory filings, with 85 funds opening new positions, 166 increasing their positions, 139 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
444
Holders Change
+27
Holders Change %
+6.47%
% of All Funds
5.95%
Holding in Top 10
3
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-50%
% of All Funds
0.04%
New
85
Increased
166
Reduced
139
Closed
51
Calls
$73.2M
Puts
$14.5M
Net Calls
+$58.7M
Net Calls Change
-$21.2M

Top Buyers

1
Invesco
Invesco
Georgia
$163M
2
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
$237M
3
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$53.8M
4
Man Group
Man Group
United Kingdom
$53M
5
AQR Capital Management
AQR Capital Management
Connecticut
$84.9M

Top Sellers

1
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$2.04M
2
Citadel Advisors
Citadel Advisors
Florida
$56.2M
3
Holocene Advisors
Holocene Advisors
New York
$0
4
WP
Woodline Partners
California
$0
5
CIP
Champlain Investment Partners
Vermont
$191M
Name Holding Trade Value Shares
Change 		Shares
Change %
Fidelity Investments
1
Fidelity Investments
Massachusetts
$1.5B +$4.44M +17,291 +0.3%
BlackRock
2
BlackRock
New York
$1.08B +$20.3M +79,069 +2%
Vanguard Group
3
Vanguard Group
Pennsylvania
$991M +$47.6M +185,306 +5%
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$353M +$42.5M +165,570 +14%
State Street
5
State Street
Massachusetts
$300M -$6.91M -26,920 -2%
Baillie Gifford & Co
6
Baillie Gifford & Co
United Kingdom
$237M +$59.8M +233,132 +34%
RI
7
RTW Investments
New York
$222M +$201K +783 +0.1%
JPMorgan Chase & Co
8
JPMorgan Chase & Co
New York
$193M +$12.1M +47,235 +7%
CIP
9
Champlain Investment Partners
Vermont
$191M -$32.4M -126,213 -15%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$181M +$4.56M +17,772 +3%
ClearBridge Investments
11
ClearBridge Investments
New York
$179M +$28.7M +111,820 +19%
Invesco
12
Invesco
Georgia
$163M +$149M +582,369 +1,139%
Capital World Investors
13
Capital World Investors
California
$140M +$350K +1,362 +0.3%
Janus Henderson Group
14
Janus Henderson Group
United Kingdom
$136M -$2.6M -10,130 -2%
Morgan Stanley
15
Morgan Stanley
New York
$128M +$32.3M +125,899 +34%
CAM
16
Congress Asset Management
Massachusetts
$117M -$23.5M -91,582 -17%
Norges Bank
17
Norges Bank
Norway
$114M +$114M +444,272 New
AQR Capital Management
18
AQR Capital Management
Connecticut
$84.9M +$49.5M +192,734 +139%
Thrivent Financial for Lutherans
19
Thrivent Financial for Lutherans
Minnesota
$82.9M -$8.85M -34,504 -10%
Northern Trust
20
Northern Trust
Illinois
$81.7M +$590K +2,300 +0.7%
Allspring Global Investments
21
Allspring Global Investments
North Carolina
$80.7M +$247K +984 +0.3%
Charles Schwab
22
Charles Schwab
California
$74.5M +$1.65M +6,430 +2%
Goldman Sachs
23
Goldman Sachs
New York
$73.7M +$11.8M +46,173 +19%
Bank of New York Mellon
24
Bank of New York Mellon
New York
$70.4M -$3.32M -12,940 -5%
Bank of America
25
Bank of America
North Carolina
$67.7M +$14.3M +55,551 +27%
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