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Parker-Hannifin

1,597 hedge funds and large institutions have $69B invested in Parker-Hannifin in 2025 Q1 according to their latest regulatory filings, with 129 funds opening new positions, 606 increasing their positions, 601 reducing their positions, and 136 closing their positions.

New
Increased
Maintained
Reduced
Closed

37% more call options, than puts

Call options by funds: $279M | Put options by funds: $204M

1.22% more ownership

Funds ownership: 86.99%88.21% (+1.2%)

1% more repeat investments, than reductions

Existing positions increased: 606 | Existing positions reduced: 601

4% less capital invested

Capital invested by funds: $72.1B → $69B (-$3.18B)

5% less first-time investments, than exits

New positions opened: 129 | Existing positions closed: 136

2% less funds holding

Funds holding: 1,6341,597 (-37)

15% less funds holding in top 10

Funds holding in top 10: 3429 (-5)

Holders
1,597
Holders Change
-37
Holders Change %
-2.26%
% of All Funds
21.41%
Holding in Top 10
29
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-14.71%
% of All Funds
0.39%
New
129
Increased
606
Reduced
601
Closed
136
Calls
$279M
Puts
$204M
Net Calls
+$75.3M
Net Calls Change
-$144M
Name Holding Trade Value Shares
Change
Change in
Stake
LFAS
901
Level Four Advisory Services
Texas
$702K +$44.5K +68 +6%
KP
902
Keel Point
Alabama
$696K +$47.7K +73 +7%
SWM
903
Shakespeare Wealth Management
Wisconsin
$691K -$20.9K -32 -3%
AC
904
Avestar Capital
New York
$691K +$156K +239 +27%
IAIM
905
International Assets Investment Management
Florida
$686K +$146K +224 +25%
CFG
906
Carr Financial Group
Massachusetts
$685K -$35.3K -54 -5%
ACM
907
Advance Capital Management
Michigan
$685K +$4.58K +7 +0.6%
MWM
908
Mindset Wealth Management
Indiana
$684K +$20.3K +31 +3%
CCFM
909
Clear Creek Financial Management
Washington
$682K +$94.8K +145 +15%
SAI
910
Systematic Alpha Investments
New Jersey
$681K
BTI
911
Blue Trust Inc
Georgia
$678K +$103K +158 +17%
TNAM
912
Terra Nova Asset Management
New York
$677K
SAM
913
Shell Asset Management
Netherlands
$676K -$25.5K -39 -3%
NWAG
914
Net Worth Advisory Group
Utah
$676K -$654 -1 -0.1%
SAM
915
Sompo Asset Management
Japan
$675K
DWT
916
Dorsey & Whitney Trust
South Dakota
$669K +$11.1K +17 +2%
BB
917
Bell Bank
North Dakota
$665K -$51K -78 -7%
CFO
918
Callan Family Office
Pennsylvania
$663K -$1.31M -1,999 -65%
WA
919
Wealth Alliance
New York
$662K -$1.02M -1,557 -59%
BHCM
920
Brevan Howard Capital Management
Jersey
$657K +$707K +1,081 New
EGM
921
Engineers Gate Manager
New York
$653K -$16.3M -24,860 -96%
SAI
922
Savvy Advisors Inc
New York
$652K +$207K +317 +42%
GB
923
Goepper Burkhardt
South Carolina
$649K +$43.8K +67 +7%
EFS
924
Essex Financial Services
Connecticut
$646K +$7.85K +12 +1%
APIM
925
Agate Pass Investment Management
Washington
$642K -$56.2K -86 -8%

PH Hedge Fund Activity: Q1 2025 in Review

1,597 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Parker-Hannifin (PH) for Q1 2025, worth a combined $69B — down 4.4% from $72.1B a quarter earlier.

Sellers outnumbered buyers: 136 funds closed out of PH and 129 opened new positions — a net loss of 7 holders — while 601 trimmed existing stakes and 606 added.

The largest buyer was Capital World Investors, adding an estimated $634M. The largest seller was DZ Bank, cutting an estimated $335M.

  • 1,597 institutional investors held Parker-Hannifin (PH) as of Q1 2025, down from 1,634 in Q4 2024.
  • Funds reported $69B of Parker-Hannifin stock for Q1 2025, down 4.4% quarter-over-quarter.
  • 129 funds opened new Parker-Hannifin positions in Q1 2025 and 136 closed out, a net change of -7 holders.
  • The largest Parker-Hannifin buyer in Q1 2025 was Capital World Investors, an estimated $634M added.
  • The largest Parker-Hannifin seller in Q1 2025 was DZ Bank, an estimated $335M sold.

Based on aggregated 13F filings for Q1 2025.