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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
GWM
176
Geneos Wealth Management
Colorado
$2.81K -$13.6K -692 -81%
CIAM
177
Caitong International Asset Management
Hong Kong
$2.74K +$3.11K +158 New
EWA
178
EverSource Wealth Advisors
Alabama
$2.61K +$2.02K +103 +219%
EC
179
Elequin Capital
New York
$2.52K
PA
180
Parallel Advisors
California
$2.33K +$2.63K +134 New
AAP
181
Arax Advisory Partners
Colorado
$1.95K +$2.2K +112 New
HWA
182
HHM Wealth Advisors
Tennessee
$1.74K +$1.97K +100 New
RIL
183
Rothschild Investment LLC
Illinois
$1.56K +$1.18K +60 +200%
TSMHT
184
Thurston Springer Miller Herd & Titak
Indiana
$1.39K -$6.75K -343 -81%
PFBT
185
Parkside Financial Bank & Trust
Missouri
$1.2K +$1.18K +60 +667%
FNWA
186
Financial Network Wealth Advisors
Utah
$1.09K +$1.24K +63 New
LC
187
Lindbrook Capital
California
$851 +$138 +7 +17%
LFG
188
Larson Financial Group
Missouri
$782 +$826 +42 +1,400%
SW
189
SVB Wealth
Massachusetts
$730 +$826 +42 New
FMII
190
Farmers & Merchants Investments Inc
Nebraska
$556
TWD
191
True Wealth Design
Ohio
$556 +$629 +32 New
PWMG
192
Private Wealth Management Group
New Jersey
$435
SC
193
Stephens Consulting
Michigan
$348 +$393 +20 New
TFA
194
Toth Financial Advisory
Virginia
$348 +$393 +20 New
MPWT
195
MassMutual Private Wealth & Trust
Connecticut
$330 +$118 +6 +46%
HCP
196
Hexagon Capital Partners
Arkansas
$295
FDCDDQ
197
Federation des caisses Desjardins du Quebec
Quebec, Canada
$174
TFM
198
TFC Financial Management
Massachusetts
$18 +$20 +1 New
JFG
199
Jefferies Financial Group
New York
-$3.92M -204,289 Closed
HF
200
HRT Financial
New York
-$3.65M -190,021 Closed

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.