PENG

Penguin Solutions, Inc. Ordinary Shares
PENG

Overview Fund Activity

200 hedge funds and large institutions have $1.02B invested in Penguin Solutions, Inc. Ordinary Shares 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
Holders
200
Holders Change
+6
Holders Change %
+3.09%
% of All Funds
2.72%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
35
Increased
71
Reduced
71
Closed
26
Calls
$8.51M
Puts
$4.58M
Net Calls
+$3.94M
Net Calls Change
+$2.72M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$39M
2
PCMI
Paradigm Capital Management Inc
New York
+$13.4M
3
ICM
Invenomic Capital Management
Massachusetts
+$6.33M
4
CC
Crosslink Capital
California
+$5.41M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$3.82M

Top Sellers

1
Vanguard Group
Vanguard Group
Pennsylvania
-$11.1M
2
LSV Asset Management
LSV Asset Management
Illinois
-$7.98M
3
OAM
Ophir Asset Management
Australia
-$6.5M
4
AllianceBernstein
AllianceBernstein
Tennessee
-$6.02M
5
Marshall Wace
Marshall Wace
United Kingdom
-$6.02M
Name Holding Trade Value Shares
Change 		Shares
Change %
HBW
176
Hazlett, Burt & Watson
West Virginia
$3K – – –
GWM
177
Geneos Wealth Management
Colorado
$2.81K -$12K -692 -81%
CIAM
178
Caitong International Asset Management
Hong Kong
$2.74K +$2.74K +158 New
EWA
179
EverSource Wealth Advisors
Alabama
$2.61K +$1.79K +103 +219%
EC
180
Elequin Capital
New York
$2.52K – – –
PA
181
Parallel Advisors
California
$2.33K +$2.33K +134 New
AAP
182
Arax Advisory Partners
Colorado
$1.95K +$1.95K +112 New
HWA
183
HHM Wealth Advisors
Tennessee
$1.74K +$1.74K +100 New
RIL
184
Rothschild Investment LLC
Illinois
$1.56K +$1.04K +60 +200%
TSMHT
185
Thurston Springer Miller Herd & Titak
Indiana
$1.39K -$5.95K -343 -81%
PFBT
186
Parkside Financial Bank & Trust
Missouri
$1.2K +$1.04K +60 +667%
FNWA
187
Financial Network Wealth Advisors
Utah
$1.09K +$1.09K +63 New
LC
188
Lindbrook Capital
California
$851 +$122 +7 +17%
LFG
189
Larson Financial Group
Missouri
$782 +$730 +42 +1,400%
SW
190
SVB Wealth
Massachusetts
$730 +$730 +42 New
FMII
191
Farmers & Merchants Investments Inc
Nebraska
$556 – – –
TWD
192
True Wealth Design
Ohio
$556 +$556 +32 New
PWMG
193
Private Wealth Management Group
New Jersey
$435 – – –
SC
194
Stephens Consulting
Michigan
$348 +$348 +20 New
TFA
195
Toth Financial Advisory
Virginia
$348 +$348 +20 New
MPWT
196
MassMutual Private Wealth & Trust
Connecticut
$330 +$104 +6 +46%
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 +$18 +1 New
JFG
200
Jefferies Financial Group
New York
– -$3.92M -204,289 Closed
5 6 7
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