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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
CFFP
1476
Center for Financial Planning
Michigan
$28K
CWC
1477
Carolinas Wealth Consulting
North Carolina
$27.5K -$4.58K -7 -13%
NC
1478
NewSquare Capital
Pennsylvania
$27.4K +$26.2K +40 +800%
WPA
1479
Wealth Preservation Advisors
Tennessee
$27.4K +$29.4K +45 New
FDW
1480
Fourth Dimension Wealth
Ohio
$26.7K -$123K -188 -81%
WA
1481
Whipplewood Advisors
Colorado
$25.5K +$42.5K +65 +167%
PGAM
1482
Princeton Global Asset Management
New Jersey
$24.9K -$29.4K -45 -52%
AIA
1483
Arcadia Investment Advisors
Idaho
$24.3K
OWP
1484
ORG Wealth Partners
Texas
$23.2K -$60.8K -93 -71%
AWM
1485
Activest Wealth Management
Florida
$23.1K +$24.9K +38 New
Kayne Anderson Rudnick Investment Management
1486
Kayne Anderson Rudnick Investment Management
California
$21.9K -$3.27K -5 -12%
KFI
1487
Key Financial Inc
Pennsylvania
$21.9K
AWM
1488
Abound Wealth Management
Tennessee
$20.9K -$3.27K -5 -13%
HIA
1489
Harbor Investment Advisory
Maryland
$20.1K -$41.2K -63 -66%
SC
1490
Solstein Capital
California
$19.5K -$17K -26 -45%
DF
1491
Dunhill Financial
United Kingdom
$19.4K -$1.31K -2 -6%
HFM
1492
Harvest Fund Management
China
$19K -$101K -155 -83%
CAM
1493
Creekmur Asset Management
Illinois
$18.5K +$654 +1 +3%
PWMG
1494
Prestige Wealth Management Group
New Jersey
$18.2K -$16.4K -25 -45%
HCP
1495
Hexagon Capital Partners
Arkansas
$18.2K -$9.16K -14 -32%
MWA
1496
Medallion Wealth Advisors
Connecticut
$18.2K
AWM
1497
Accredited Wealth Management
Kentucky
$18.2K +$19.6K +30 New
BIA
1498
Bell Investment Advisors
California
$17.6K +$1.31K +2 +7%
UCB
1499
United Community Bank
South Carolina
$17.6K +$19K +29 New
AIC
1500
Archer Investment Corporation
Indiana
$17.1K +$4.58K +7 +33%

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.