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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
BCV
426
Banque Cantonale Vaudoise
Switzerland
$393K -$418K -4,263 -49%
CCM
427
Coldstream Capital Management
Washington
$391K +$92.9K +948 +27%
Walleye Trading
428
Walleye Trading
New York
$388K +$355K +3,626 +437%
GCP
429
GSA Capital Partners
United Kingdom
$384K +$140K +1,430 +48%
HWM
430
HB Wealth Management
Georgia
$383K -$473K -4,824 -52%
SI
431
Stephens Inc
Arkansas
$381K -$83.2K -849 -16%
SAM
432
Securian Asset Management
Minnesota
$379K -$9.8K -100 -2%
WPC
433
Wedmont Private Capital
Pennsylvania
$378K +$27.3K +279 +7%
SC
434
Steph & Co
Wisconsin
$377K
RRA
435
Round Rock Advisors
Connecticut
$375K
CB
436
Commerce Bank
Missouri
$368K -$11.2K -114 -3%
WH
437
Whitcomb & Hess
Ohio
$365K
OFG
438
Oxford Financial Group
Indiana
$361K
WI
439
Wahed Invest
New York
$359K -$17.8K -182 -4%
LIM
440
Leavell Investment Management
Alabama
$356K
MHIC
441
Marble Harbor Investment Counsel
Massachusetts
$355K
GT
442
Greenleaf Trust
Michigan
$354K +$61.3K +626 +18%
MAS
443
Meeder Advisory Services
Ohio
$352K -$103K -1,052 -21%
EWA
444
EverSource Wealth Advisors
Alabama
$351K -$170K -1,736 -30%
SB
445
Strategic Blueprint
Georgia
$346K -$164K -1,675 -30%
WC
446
Waterloo Capital
Texas
$342K -$15K -153 -4%
AWA
447
Arkadios Wealth Advisors
Georgia
$342K +$11.3K +115 +3%
BWP
448
BSW Wealth Partners
Colorado
$338K +$136K +1,393 +56%
CWM
449
Calamos Wealth Management
Illinois
$337K +$379K +3,865 New
JSSH
450
J. Safra Sarasin Holding
$332K -$1.44M -14,743 -79%