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725 hedge funds and large institutions have $13.2B invested in Pentair in 2025 Q1 according to their latest regulatory filings, with 95 funds opening new positions, 239 increasing their positions, 265 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed

158% more call options, than puts

Call options by funds: $78.1M | Put options by funds: $30.3M

25% more first-time investments, than exits

New positions opened: 95 | Existing positions closed: 76

1% more funds holding

Funds holding: 715725 (+10)

0.86% more ownership

Funds ownership: 90.56%91.42% (+0.86%)

10% less repeat investments, than reductions

Existing positions increased: 239 | Existing positions reduced: 265

13% less capital invested

Capital invested by funds: $15.1B → $13.2B (-$1.89B)

50% less funds holding in top 10

Funds holding in top 10: 63 (-3)

Holders
725
Holders Change
+10
Holders Change %
+1.4%
% of All Funds
9.72%
Holding in Top 10
3
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-50%
% of All Funds
0.04%
New
95
Increased
239
Reduced
265
Closed
76
Calls
$78.1M
Puts
$30.3M
Net Calls
+$47.8M
Net Calls Change
-$61.2M
Name Holding Trade Value Shares
Change
Change in
Stake
NA
426
NewEdge Advisors
Louisiana
$413K -$88.2K -925 -16%
SWM
427
Shakespeare Wealth Management
Wisconsin
$412K
GWM
428
Gitterman Wealth Management
New Jersey
$409K -$4.86K -51 -1%
VA
429
Vident Advisory
Georgia
$407K +$444K +4,654 New
IMCOOI
430
Investment Management Corp of Ontario (IMCO)
Canada
$407K
AFG
431
Atomi Financial Group
New York
$399K +$68.8K +722 +19%
XT
432
XTX Topco
Cayman Islands
$394K +$430K +4,508 New
PTC
433
Petrus Trust Company
Texas
$391K +$158K +1,657 +59%
SFA
434
Sequoia Financial Advisors
Ohio
$390K +$102K +1,067 +32%
MHIC
435
Marble Harbor Investment Counsel
Massachusetts
$388K
LP
436
LMR Partners
United Kingdom
$380K +$414K +4,348 New
SC
437
Steph & Co
Wisconsin
$379K
WI
438
Wahed Invest
New York
$379K +$46.7K +490 +13%
EWA
439
EP Wealth Advisors
California
$378K -$11.2K -118 -3%
TRCT
440
Tower Research Capital (TRC)
New York
$378K -$695K -7,293 -63%
RRA
441
Round Rock Advisors
Connecticut
$376K
BEI
442
Benjamin Edwards Inc
Missouri
$376K +$34.2K +359 +9%
ECM
443
Everence Capital Management
Indiana
$372K
SSW
444
Smith Shellnut Wilson
Mississippi
$368K
WH
445
Whitcomb & Hess
Ohio
$367K
OWP
446
ORG Wealth Partners
Texas
$366K -$309K -3,243 -44%
AC
447
AXQ Capital
New Jersey
$365K +$398K +4,174 New
AFCM
448
Applied Finance Capital Management
Puerto Rico
$363K +$5.81K +61 +1%
OFG
449
Oxford Financial Group
Indiana
$362K
SC
450
Savant Capital
Illinois
$359K -$1.49M -15,665 -79%

PNR Hedge Fund Activity: Q1 2025 in Review

725 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in Pentair (PNR) for Q1 2025, worth a combined $13.2B — down 13% from $15.1B a quarter earlier.

Buyers outnumbered sellers: 95 funds opened new PNR positions and 76 closed out — a net gain of 19 holders — while 239 added to existing stakes and 265 trimmed.

The largest buyer was BlackRock, adding an estimated $122M. The largest seller was Citadel Advisors, cutting an estimated $159M.

  • 725 institutional investors held Pentair (PNR) as of Q1 2025, up from 715 in Q4 2024.
  • Funds reported $13.2B of Pentair stock for Q1 2025, down 13% quarter-over-quarter.
  • 95 funds opened new Pentair positions in Q1 2025 and 76 closed out, a net change of +19 holders.
  • The largest Pentair buyer in Q1 2025 was BlackRock, an estimated $122M added.
  • The largest Pentair seller in Q1 2025 was Citadel Advisors, an estimated $159M sold.

Based on aggregated 13F filings for Q1 2025.