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PENG

Penguin Solutions Inc

253 hedge funds and large institutions have $1.52B invested in Penguin Solutions Inc in 2025 Q3 according to their latest regulatory filings, with 72 funds opening new positions, 84 increasing their positions, 69 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

252% more call options, than puts

Call options by funds: $18.2M | Put options by funds: $5.17M

200% more first-time investments, than exits

New positions opened: 72 | Existing positions closed: 24

46% more capital invested

Capital invested by funds: $1.04B → $1.52B (+$476M)

23% more funds holding

Funds holding: 205253 (+48)

22% more repeat investments, than reductions

Existing positions increased: 84 | Existing positions reduced: 69

10.8% more ownership

Funds ownership: 99.6%110.41% (+11%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

Holders
253
Holders Change
+48
Holders Change %
+23.41%
% of All Funds
3.32%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
72
Increased
84
Reduced
69
Closed
24
Calls
$18.2M
Puts
$5.17M
Net Calls
+$13.1M
Net Calls Change
+$5.23M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$207M -$11.4M -464,537 -6%
Vanguard Group
2
Vanguard Group
Pennsylvania
$173M +$631K +25,804 +0.4%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$111M -$8.91M -364,352 -8%
State Street
4
State Street
Massachusetts
$75.3M +$4.3M +175,635 +7%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$60.3M +$56.1M +2,293,163 New
CC
6
Crosslink Capital
California
$48.6M -$42.4M -1,732,703 -48%
JP Morgan Chase
7
JP Morgan Chase
New York
$40.6M +$13.6M +557,867 +57%
American Century Companies
8
American Century Companies
Missouri
$34M +$8.26M +337,564 +35%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$32.5M +$30.3M +1,237,747 New
Morgan Stanley
10
Morgan Stanley
New York
$28.7M +$3.68M +150,554 +16%
Barclays
11
Barclays
United Kingdom
$27.7M +$8.24M +336,644 +47%
KCM
12
Kennedy Capital Management
Missouri
$26.1M +$5.88M +240,159 +32%
AllianceBernstein
13
AllianceBernstein
Tennessee
$25.6M -$7.67M -313,573 -24%
Deutsche Bank
14
Deutsche Bank
Germany
$24.5M +$833K +34,048 +4%
RA
15
Royce & Associates
New York
$23.9M +$154K +6,287 +0.7%
Charles Schwab
16
Charles Schwab
California
$22.4M -$74.5K -3,044 -0.4%
PCMI
17
Paradigm Capital Management Inc
New York
$18.8M -$10.7M -437,049 -38%
UBS Group
18
UBS Group
Switzerland
$17.4M -$3.71M -151,645 -19%
Wellington Management Group
19
Wellington Management Group
Massachusetts
$16.2M -$1.82M -74,549 -11%
ACH
20
ArrowMark Colorado Holdings
Colorado
$15.8M +$14.7M +600,782 New
Northern Trust
21
Northern Trust
Illinois
$15.6M -$545K -22,273 -4%
LSV Asset Management
22
LSV Asset Management
Illinois
$15M +$10.7M +439,268 +338%
N
23
Nuveen
North Carolina
$12.9M +$1.38M +56,506 +13%
ClearBridge Investments
24
ClearBridge Investments
New York
$12.6M +$297K +12,124 +3%
Ameriprise
25
Ameriprise
Minnesota
$11.9M +$6.92M +282,852 +165%

PENG Hedge Fund Activity: Q3 2025 in Review

253 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in Penguin Solutions Inc (PENG) for Q3 2025, worth a combined $1.52B — up 46% from $1.04B a quarter earlier.

Buyers outnumbered sellers: 72 funds opened new PENG positions and 24 closed out — a net gain of 48 holders — while 84 added to existing stakes and 69 trimmed.

The largest buyer was Dimensional Fund Advisors, opening a new position worth an estimated $56.1M. The largest seller was Crosslink Capital, cutting an estimated $42.4M.

  • 253 institutional investors held Penguin Solutions Inc (PENG) as of Q3 2025, up from 205 in Q2 2025.
  • Funds reported $1.52B of Penguin Solutions Inc stock for Q3 2025, up 46% quarter-over-quarter.
  • 72 funds opened new Penguin Solutions Inc positions in Q3 2025 and 24 closed out, a net change of +48 holders.
  • The largest Penguin Solutions Inc buyer in Q3 2025 was Dimensional Fund Advisors, an estimated $56.1M added.
  • The largest Penguin Solutions Inc seller in Q3 2025 was Crosslink Capital, an estimated $42.4M sold.

Based on aggregated 13F filings for Q3 2025.