PENG

Penguin Solutions Inc

200 hedge funds and large institutions have $1.02B invested in Penguin Solutions Inc in 2025 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 71 increasing their positions, 71 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more funds holding in top 10

Funds holding in top 10:

0% more repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 71

0.52% less ownership

Funds ownership: 109.6%109.09% (-0.52%)

9% less capital invested

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

Holders
200
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$8.51M
Puts
$4.58M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HBW
176
Hazlett, Burt & Watson
West Virginia
$3K
GWM
177
Geneos Wealth Management
Colorado
$2.81K
CIAM
178
Caitong International Asset Management
Hong Kong
$2.74K
EWA
179
EverSource Wealth Advisors
Alabama
$2.61K
EC
180
Elequin Capital
New York
$2.52K
PA
181
Parallel Advisors
California
$2.33K
AAP
182
Arax Advisory Partners
Colorado
$1.95K
HWA
183
HHM Wealth Advisors
Tennessee
$1.74K
RIL
184
Rothschild Investment LLC
Illinois
$1.56K
TSMHT
185
Thurston Springer Miller Herd & Titak
Indiana
$1.39K
PFBT
186
Parkside Financial Bank & Trust
Missouri
$1.2K
FNWA
187
Financial Network Wealth Advisors
Utah
$1.09K
LC
188
Lindbrook Capital
California
$851
LFG
189
Larson Financial Group
Missouri
$782
SW
190
SVB Wealth
Massachusetts
$730
FMII
191
Farmers & Merchants Investments Inc
Nebraska
$556
TWD
192
True Wealth Design
Ohio
$556
PWMG
193
Private Wealth Management Group
New Jersey
$435
TFA
194
Toth Financial Advisory
Virginia
$348
SC
195
Stephens Consulting
Michigan
$348
MPWT
196
MassMutual Private Wealth & Trust
Connecticut
$330
HCP
197
Hexagon Capital Partners
Arkansas
$295
FDCDDQ
198
Federation des caisses Desjardins du Quebec
Quebec, Canada
$174
TFM
199
TFC Financial Management
Massachusetts
$18
JFG
200
Jefferies Financial Group
New York