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PENG

Penguin Solutions Inc

199 hedge funds and large institutions have $1.02B invested in Penguin Solutions Inc in 2025 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 72 increasing their positions, 71 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

86% more call options, than puts

Call options by funds: $8.51M | Put options by funds: $4.58M

27% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 26

3% more funds holding

Funds holding: 194199 (+5)

1% more repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 71

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.55% less ownership

Funds ownership: 109.6%109.06% (-0.55%)

9% less capital invested

Capital invested by funds: $1.12B → $1.02B (-$105M)

Holders
199
Holders Change
+5
Holders Change %
+2.58%
% of All Funds
2.67%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
33
Increased
72
Reduced
71
Closed
26
Calls
$8.51M
Puts
$4.58M
Net Calls
+$3.94M
Net Calls Change
+$2.72M
Name Holding Trade Value Shares
Change
Change in
Stake
HWAM
101
Hennion & Walsh Asset Management
New Jersey
$434K -$5.25K -267 -1%
Janus Henderson Group
102
Janus Henderson Group
United Kingdom
$423K
Franklin Resources
103
Franklin Resources
California
$421K -$58.9K -2,996 -11%
Pathstone Holdings
104
Pathstone Holdings
New Jersey
$415K +$470K +23,909 New
II
105
Inspire Investing
Idaho
$407K -$905 -46 -0.2%
EI
106
Ethic Inc
New York
$400K +$315 +16 +0.1%
N
107
Numerai
California
$397K +$450K +22,884 New
Creative Planning
108
Creative Planning
Kansas
$389K +$106K +5,388 +32%
Amundi
109
Amundi
France
$373K -$115K -5,862 -20%
EI
110
Ellevest Inc
New York
$362K +$14K +713 +4%
TC
111
Truvestments Capital
Florida
$353K +$69.3K +3,526 +21%
YCM
112
Yousif Capital Management
Michigan
$344K -$5.29K -269 -1%
SC
113
SummitTX Capital
Texas
$333K +$377K +19,187 New
GC
114
Guggenheim Capital
Illinois
$301K -$34K -1,728 -9%
TRSOTSOK
115
Teachers Retirement System of the State of Kentucky
Kentucky
$282K
Commonwealth Equity Services
116
Commonwealth Equity Services
Massachusetts
$276K -$103K -5,238 -25%
Zurich Cantonal Bank
117
Zurich Cantonal Bank
Switzerland
$272K +$53.3K +2,708 +21%
AB
118
Amalgamated Bank
New York
$264K -$6.31K -321 -2%
New York State Common Retirement Fund
119
New York State Common Retirement Fund
New York
$254K
ASRS
120
Arizona State Retirement System
Arizona
$251K -$17.3K -878 -6%
New York State Teachers Retirement System (NYSTRS)
121
New York State Teachers Retirement System (NYSTRS)
New York
$248K -$3.93K -200 -1%
State Board of Administration of Florida Retirement System
122
State Board of Administration of Florida Retirement System
Florida
$240K
C
123
Covestor
United Kingdom
$233K
COPPSERS
124
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$222K +$27.1K +1,376 +12%
State of Tennessee, Department of Treasury
125
State of Tennessee, Department of Treasury
Tennessee
$214K

PENG Hedge Fund Activity: Q1 2025 in Review

199 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Penguin Solutions Inc (PENG) for Q1 2025, worth a combined $1.02B — down 9.4% from $1.12B a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new PENG positions and 26 closed out — a net gain of 7 holders — while 72 added to existing stakes and 71 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $44.2M. The largest seller was Vanguard Group, cutting an estimated $12.6M.

  • 199 institutional investors held Penguin Solutions Inc (PENG) as of Q1 2025, up from 194 in Q4 2024.
  • Funds reported $1.02B of Penguin Solutions Inc stock for Q1 2025, down 9.4% quarter-over-quarter.
  • 33 funds opened new Penguin Solutions Inc positions in Q1 2025 and 26 closed out, a net change of +7 holders.
  • The largest Penguin Solutions Inc buyer in Q1 2025 was Fidelity Investments, an estimated $44.2M added.
  • The largest Penguin Solutions Inc seller in Q1 2025 was Vanguard Group, an estimated $12.6M sold.

Based on aggregated 13F filings for Q1 2025.