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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
KA
1226
Klingman & Associates
New York
$266K +$11.8K +18 +4%
CWM
1227
Centric Wealth Management
Illinois
$266K
PFGIA
1228
Patriot Financial Group Insurance Agency
Massachusetts
$265K +$654 +1 +0.2%
CFP
1229
Catalyst Financial Partners
Massachusetts
$264K +$17K +26 +6%
WFA
1230
WestHill Financial Advisors
California
$263K
NAS
1231
Nicolet Advisory Services
Wisconsin
$262K +$10.5K +16 +4%
HVP
1232
Hudson Value Partners
Florida
$262K -$39.2K -60 -12%
AA
1233
Auxano Advisors
Washington
$261K +$3.92K +6 +1%
AP
1234
Adero Partners
California
$260K +$8.5K +13 +3%
HBT
1235
Heartland Bank & Trust
Illinois
$260K +$279K +427 New
LPFG
1236
Landing Point Financial Group
Ohio
$259K
EFA
1237
Evernest Financial Advisors
Indiana
$258K +$18.3K +28 +7%
CAM
1238
Claret Asset Management
Quebec, Canada
$257K
SC
1239
Saturna Capital
Washington
$255K -$52.3K -80 -16%
AF
1240
Atala Financial
California
$255K
MMPW
1241
Mitchell McLeod Pugh & Williams
Alabama
$253K -$6.54K -10 -2%
MP
1242
Moment Partners
California
$253K -$1.96K -3 -0.7%
JSW
1243
Journey Strategic Wealth
New Jersey
$252K +$271K +415 New
SCP
1244
Sivia Capital Partners
California
$252K -$1.96K -3 -0.7%
MCWA
1245
Meadow Creek Wealth Advisors
Georgia
$252K +$7.19K +11 +3%
PIA
1246
Perennial Investment Advisors
California
$252K +$271K +414 New
EAM
1247
Evanson Asset Management
California
$252K +$271K +414 New
ESB
1248
Essex Savings Bank
Connecticut
$252K -$13.7K -21 -5%
FCB
1249
First County Bank
Connecticut
$251K -$15.7K -24 -5%
CIS
1250
Custom Index Systems
New York
$250K +$269K +412 New

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.