733 hedge funds and large institutions have $13.3B invested in Pentair in 2026 Q1 according to their latest regulatory filings, with 81 funds opening new positions, 230 increasing their positions, 287 reducing their positions, and 116 closing their positions.

New
Increased
Maintained
Reduced
Closed

more ownership

Funds ownership:

less funds holding

Funds holding:

less capital invested

Capital invested by funds: $ → $

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

22% less call options, than puts

Call options by funds: $50.7M | Put options by funds: $65.3M

30% less first-time investments, than exits

New positions opened: 81 | Existing positions closed: 116

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

Holders
733
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$50.7M
Puts
$65.3M
Net Calls
Net Calls Change

Top Buyers

1 +$374M
2 +$117M
3 +$61.7M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$60.4M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$58.5M

Top Sellers

1 -$156M
2 -$120M
3 -$92.8M
4
1SP
140 Summer Partners
New York
-$63.2M
5
KBC Group
KBC Group
Belgium
-$58.5M
Name Holding Trade Value Shares
Change
Change in
Stake
SPC
351
Sigma Planning Corp
Michigan
$685K
PAG
352
Private Advisor Group
New Jersey
$679K
NMERB
353
New Mexico Educational Retirement Board
New Mexico
$663K
PWM
354
Perigon Wealth Management
California
$655K
Bessemer Group
355
Bessemer Group
New Jersey
$651K
AWM
356
Avior Wealth Management
Nebraska
$650K
CIM
357
Contravisory Investment Management
Massachusetts
$647K
HI
358
Horizon Investments
North Carolina
$646K
HI
359
Harbour Investments
Wisconsin
$639K
AA
360
Ancora Advisors
Ohio
$639K
Allspring Global Investments
361
Allspring Global Investments
North Carolina
$634K
GWM
362
Greenwich Wealth Management
Connecticut
$634K
BFM
363
Boothbay Fund Management
New York
$622K
CGH
364
Crossmark Global Holdings
Texas
$617K
GWM
365
Gibbs Wealth Management
Georgia
$613K
ST
366
Somerset Trust
Pennsylvania
$611K
PCIA
367
Prime Capital Investment Advisors
Kansas
$611K
MNBTD
368
Moody National Bank Trust Division
Texas
$610K
SFA
369
Sequoia Financial Advisors
Ohio
$609K
IA
370
Inspire Advisors
Idaho
$600K
MSE
371
MUFG Securities EMEA
United Kingdom
$586K
PCM
372
Polymer Capital Management
New York
$582K
FRA
373
Frank Rimerman Advisors
California
$577K
EF
374
Empowered Funds
Pennsylvania
$567K
EWA
375
EP Wealth Advisors
California
$566K