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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
GXJ
401
Global X Japan
Japan
$550K -$73.3K -686 -11%
SI
402
Stephens Inc
Arkansas
$544K -$2.24K -21 -0.4%
UB
403
UMB Bank
Missouri
$544K +$2.14K +20 +0.4%
VSQM
404
V-Square Quantitative Management
Illinois
$542K +$556K +5,205 New
WDC
405
Woodward Diversified Capital
California
$538K +$162K +1,518 +42%
MSFS
406
Main Street Financial Solutions
Pennsylvania
$533K +$961 +9 +0.2%
AWA
407
Arete Wealth Advisors
Illinois
$532K +$236K +2,213 +76%
Wealthfront Advisers
408
Wealthfront Advisers
California
$531K +$12.9K +121 +2%
MAS
409
Meeder Advisory Services
Ohio
$530K +$19.1K +179 +4%
NG
410
Norden Group
Utah
$530K -$1.18K -11 -0.2%
MM
411
MQS Management
New York
$525K +$538K +5,040 New
RMDI
412
R.M. Davis Inc
Maine
$521K
AAS
413
Annex Advisory Services
Wisconsin
$519K +$4.38K +41 +0.8%
SCM
414
Stevens Capital Management
Pennsylvania
$515K +$528K +4,944 New
TPBG
415
Turning Point Benefit Group
Maryland
$511K -$266K -2,495 -34%
HNW
416
High Note Wealth
Minnesota
$509K -$1.6K -15 -0.3%
JF
417
Jump Financial
Illinois
$500K +$513K +4,804 New
S
418
Steadtrust
Texas
$493K
SWM
419
Shakespeare Wealth Management
Wisconsin
$475K
IIM
420
INTECH Investment Management
Florida
$474K -$141K -1,319 -22%
GSEP
421
Golden State Equity Partners
California
$472K -$75.4K -706 -13%
Group One Trading
422
Group One Trading
Illinois
$469K -$1.44M -13,521 -75%
SAM
423
Securian Asset Management
Minnesota
$463K -$359K -3,362 -43%
MSA
424
MUFG Securities Americas
New York
$459K -$1.28K -12 -0.3%
OIS
425
OneAscent Investment Solutions
Alabama
$458K -$73.2K -685 -13%