We are live on ! Find out more

783 hedge funds and large institutions have $16B invested in Pentair in 2025 Q4 according to their latest regulatory filings, with 115 funds opening new positions, 241 increasing their positions, 280 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more call options, than puts

Call options by funds: $116M | Put options by funds: $64.6M

46% more first-time investments, than exits

New positions opened: 115 | Existing positions closed: 79

2% more funds holding

Funds holding: 765783 (+18)

0.94% more ownership

Funds ownership: 92.99%93.93% (+0.94%)

5% less capital invested

Capital invested by funds: $16.9B → $16B (-$887M)

14% less repeat investments, than reductions

Existing positions increased: 241 | Existing positions reduced: 280

33% less funds holding in top 10

Funds holding in top 10: 64 (-2)

Holders
783
Holders Change
+18
Holders Change %
+2.35%
% of All Funds
9.52%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
115
Increased
241
Reduced
280
Closed
79
Calls
$116M
Puts
$64.6M
Net Calls
+$51.6M
Net Calls Change
-$40M
Name Holding Trade Value Shares
Change
Change in
Stake
TRCT
376
Tower Research Capital (TRC)
New York
$695K +$318K +2,977 +80%
CCM
377
Cullen Capital Management
New York
$684K +$63.9K +598 +10%
QCG
378
Quadrant Capital Group
Ohio
$678K -$107 -1 -0%
AFG
379
Atomi Financial Group
New York
$664K +$45.6K +427 +7%
HI
380
Harbour Investments
Wisconsin
$658K +$12.3K +115 +2%
BCI
381
Brinker Capital Investments
Pennsylvania
$655K -$202K -1,894 -23%
HHCP
382
Hilton Head Capital Partners
South Carolina
$653K +$669K +6,266 New
IAA
383
Independent Advisor Alliance
North Carolina
$648K -$24.6K -230 -4%
First Manhattan
384
First Manhattan
New York
$647K +$61.4K +575 +10%
BEI
385
Benjamin Edwards Inc
Missouri
$643K +$56.8K +532 +9%
SFSG
386
Sound Financial Strategies Group
Mississippi
$642K -$70.2K -657 -10%
CIA
387
Concurrent Investment Advisors
Florida
$637K +$653K +6,116 New
EF
388
Empowered Funds
Pennsylvania
$632K +$356K +3,333 +122%
KAS
389
Kestra Advisory Services
Texas
$632K +$53.3K +499 +9%
RC
390
RBF Capital
California
$625K
OWP
391
ORG Wealth Partners
Texas
$621K -$4.27K -40 -0.7%
GWM
392
Gibbs Wealth Management
Georgia
$612K -$74.6K -699 -11%
GIC
393
Generali Investments CEE
Czech Republic
$612K -$217K -2,028 -26%
EWA
394
EverSource Wealth Advisors
Alabama
$600K -$19.5K -183 -3%
SB
395
Strategic Blueprint
Georgia
$588K -$89K -833 -13%
GC
396
Gilbert & Cook
Iowa
$588K +$225K +2,111 +60%
NDSIB
397
North Dakota State Investment Board
North Dakota
$584K +$599K +5,609 New
American Century Companies
398
American Century Companies
Missouri
$583K -$3.04M -28,510 -84%
RWM
399
Revisor Wealth Management
Ohio
$573K -$50.5K -473 -8%
1832 Asset Management
400
1832 Asset Management
Ontario, Canada
$564K -$1.34M -12,551 -70%