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PENG

Penguin Solutions Inc

227 hedge funds and large institutions have $1.02B invested in Penguin Solutions Inc in 2026 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 76 increasing their positions, 93 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 37

0.38% less ownership

Funds ownership: 110%109.62% (-0.38%)

2% less funds holding

Funds holding: 232227 (-5)

10% less capital invested

Capital invested by funds: $1.13B → $1.02B (-$112M)

11% less call options, than puts

Call options by funds: $8.56M | Put options by funds: $9.61M

18% less repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 93

Holders
227
Holders Change
-5
Holders Change %
-2.16%
% of All Funds
2.79%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
37
Increased
76
Reduced
93
Closed
37
Calls
$8.56M
Puts
$9.61M
Net Calls
-$1.05M
Net Calls Change
-$16.7M
Name Holding Trade Value Shares
Change
Change in
Stake
TWD
201
True Wealth Design
Ohio
$1.5K -$723 -38 -31%
KG
202
Kilter Group
New York
$1.46K +$856 +45 +118%
Optiver Holding
203
Optiver Holding
Netherlands
$1.34K +$1.07K +56 +280%
SS
204
Sunbelt Securities
Texas
$1.2K
CFM
205
Cornerstone Financial Management
Massachusetts
$1.18K
CIAM
206
Caitong International Asset Management
Hong Kong
$1.11K -$2.76K -145 -70%
LFG
207
Larson Financial Group
Missouri
$1K -$400 -21 -27%
MPWT
208
MassMutual Private Wealth & Trust
Connecticut
$986
BFS
209
Bare Financial Services
Pennsylvania
$968 +$95 +5 +10%
RIL
210
Rothschild Investment LLC
Illinois
$968 +$514 +27 +96%
BGAI
211
Bruce G. Allen Investments
Colorado
$739 +$799 +42 New
IWS
212
Intentional Wealth Strategies
Colorado
$669 +$723 +38 New
KFAS
213
Keating Financial Advisory Services
Kansas
$651 +$266 +14 +61%
FMII
214
Farmers & Merchants Investments Inc
Nebraska
$563
HNB
215
Huntington National Bank
Ohio
$563
NSIM
216
North Star Investment Management
Illinois
$528 -$1.49M -78,189 -100%
RWM
217
Rialto Wealth Management
New York
$511
RFP
218
Root Financial Partners
California
$510 +$552 +29 New
ZBNA
219
Zions Bancorporation, National Association
Utah
$422 +$457 +24 New
TFA
220
Toth Financial Advisory
Virginia
$352
MCM
221
MAI Capital Management
Ohio
$335 +$362 +19 New
TPWA
222
Twin Peaks Wealth Advisors
California
$246 +$266 +14 New
ASN
223
Advisory Services Network
Georgia
$158 +$171 +9 New
CMA
224
Cedar Mountain Advisors
Oregon
$141 -$247 -13 -62%
AW
225
Ankerstar Wealth
Texas
$141 -$57 -3 -27%