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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
FC
426
FORA Capital
Florida
$454K +$465K +4,356 New
AWM
427
Accurate Wealth Management
Florida
$453K +$181K +1,692 +63%
CB
428
Commerce Bank
Missouri
$452K -$9.82K -92 -2%
SC
429
Steph & Co
Wisconsin
$451K
WI
430
Wahed Invest
New York
$448K -$17.9K -168 -4%
RRA
431
Round Rock Advisors
Connecticut
$448K
SC
432
Syon Capital
California
$445K -$196K -1,837 -30%
ECM
433
Everence Capital Management
Indiana
$443K
PF
434
Phoenix Financial
Israel
$442K +$107 +1 +0%
PCA
435
Pallas Capital Advisors
Massachusetts
$439K -$10.7K -100 -2%
WWMP
436
Wagner Wealth Management (Pennsylvania)
Pennsylvania
$436K +$447K +4,183 New
WH
437
Whitcomb & Hess
Ohio
$433K
OFG
438
Oxford Financial Group
Indiana
$431K -$8.86K -83 -2%
CG
439
Cynosure Group
Utah
$428K +$439K +4,111 New
GC
440
Globeflex Capital
California
$426K
LIM
441
Leavell Investment Management
Alabama
$426K
WC
442
Waterloo Capital
Texas
$425K +$21.6K +202 +5%
MHIC
443
Marble Harbor Investment Counsel
Massachusetts
$425K -$37.4K -350 -8%
PCP
444
Perbak Capital Partners
United Kingdom
$423K -$805K -7,537 -65%
CI
445
Corient IA
Florida
$417K
BC
446
Burney Company
Virginia
$416K
KWM
447
Kingsview Wealth Management
Oregon
$405K -$11.9K -111 -3%
GAM
448
Groupama Asset Management
France
$405K -$43.4K -406 -9%
SFI
449
Siemens Fonds Invest
Germany
$404K +$165K +1,548 +68%
SOW
450
State of Wyoming
Wyoming
$401K -$258K -2,412 -38%