We are live on ! Find out more

736 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, 290 reducing their positions, and 114 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.69% more ownership

Funds ownership: 93.93%94.62% (+0.69%)

6% less funds holding

Funds holding: 783736 (-47)

17% less capital invested

Capital invested by funds: $16B → $13.3B (-$2.65B)

21% less repeat investments, than reductions

Existing positions increased: 230 | Existing positions reduced: 290

22% less call options, than puts

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

29% less first-time investments, than exits

New positions opened: 81 | Existing positions closed: 114

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

Holders
736
Holders Change
-47
Holders Change %
-6%
% of All Funds
9.06%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
81
Increased
230
Reduced
290
Closed
114
Calls
$50.7M
Puts
$65.3M
Net Calls
-$14.6M
Net Calls Change
-$66.3M
Name Holding Trade Value Shares
Change
Change in
Stake
SCM
401
Sterling Capital Management
North Carolina
$481K -$409K -4,175 -43%
RWM
402
Revisor Wealth Management
Ohio
$481K +$18K +184 +3%
ECM
403
Everence Capital Management
Indiana
$476K +$119K +1,219 +29%
Wealthfront Advisers
404
Wealthfront Advisers
California
$476K +$35.5K +362 +7%
GI
405
GAMMA Investing
California
$475K -$183K -1,865 -25%
Macquarie Group
406
Macquarie Group
Australia
$469K -$144K -1,471 -21%
Jane Street
407
Jane Street
New York
$465K -$1.47M -14,989 -74%
NG
408
Norden Group
Utah
$456K +$13.6K +139 +3%
CIA
409
Concurrent Investment Advisors
Florida
$454K -$89.2K -910 -15%
BAM
410
Blueshift Asset Management
New Jersey
$446K +$502K +5,122 New
UB
411
UMB Bank
Missouri
$439K -$17.6K -180 -3%
RMDI
412
R.M. Davis Inc
Maine
$436K
AAS
413
Annex Advisory Services
Wisconsin
$428K -$7.84K -80 -2%
TPBG
414
Turning Point Benefit Group
Maryland
$427K +$3.63K +37 +0.8%
HNW
415
High Note Wealth
Minnesota
$426K
SC
416
Savant Capital
Illinois
$419K -$187K -1,905 -28%
NDSIB
417
North Dakota State Investment Board
North Dakota
$417K -$81K -827 -15%
S
418
Steadtrust
Texas
$412K
MML Investors Services
419
MML Investors Services
Massachusetts
$410K -$4.68M -47,724 -91%
PF
420
Phoenix Financial
Israel
$408K +$42.5K +434 +10%
IWC
421
Integrated Wealth Concepts
Massachusetts
$406K +$206K +2,104 +82%
EM
422
ELCO Management
New York
$400K +$150K +1,527 +50%
SWM
423
Shakespeare Wealth Management
Wisconsin
$397K -$784 -8 -0.2%
GIC
424
Generali Investments CEE
Czech Republic
$395K -$131K -1,332 -23%
MSA
425
MUFG Securities Americas
New York
$394K +$11.7K +119 +3%