776 hedge funds and large institutions have $15.9B invested in Pentair in 2025 Q4 according to their latest regulatory filings, with 112 funds opening new positions, 240 increasing their positions, 278 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more ownership

Funds ownership:

5% less capital invested

Capital invested by funds: $16.8B → $15.9B (-$889M)

14% less repeat investments, than reductions

Existing positions increased: 240 | Existing positions reduced: 278

33% less funds holding in top 10

Funds holding in top 10: 64 (-2)

Holders
776
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$116M
Puts
$64.6M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
426
Accurate Wealth Management
Florida
$453K
CB
427
Commerce Bank
Missouri
$452K
SC
428
Steph & Co
Wisconsin
$451K
WI
429
Wahed Invest
New York
$448K
RRA
430
Round Rock Advisors
Connecticut
$448K
SC
431
Syon Capital
California
$445K
ECM
432
Everence Capital Management
Indiana
$443K
PF
433
Phoenix Financial
Israel
$442K
PCA
434
Pallas Capital Advisors
Massachusetts
$439K
WWMP
435
Wagner Wealth Management (Pennsylvania)
Pennsylvania
$436K
WH
436
Whitcomb & Hess
Ohio
$433K
OFG
437
Oxford Financial Group
Indiana
$431K
CG
438
Cynosure Group
Utah
$428K
GC
439
Globeflex Capital
California
$426K
LIM
440
Leavell Investment Management
Alabama
$426K
WC
441
Waterloo Capital
Texas
$425K
MHIC
442
Marble Harbor Investment Counsel
Massachusetts
$425K
PCP
443
Perbak Capital Partners
United Kingdom
$423K
CI
444
Corient IA
Florida
$417K
BC
445
Burney Company
Virginia
$416K
KWM
446
Kingsview Wealth Management
Oregon
$405K
GAM
447
Groupama Asset Management
France
$405K
SFI
448
Siemens Fonds Invest
Germany
$404K
SOW
449
State of Wyoming
Wyoming
$401K
FPAS
450
Focus Partners Advisor Solutions
Missouri
$399K