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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
NC
476
nVerses Capital
Florida
$271K +$2.84K +29 +0.9%
BPAMU
477
BTG Pactual Asset Management US
New York
$271K +$304K +3,107 New
DC
478
Davenport & Co
Virginia
$268K +$1.86K +19 +0.6%
FCP
479
Fidelis Capital Partners
Florida
$267K +$54.3K +554 +22%
OIS
480
OneAscent Investment Solutions
Alabama
$260K -$138K -1,407 -32%
PK
481
Pflug Koory
Nebraska
$259K -$19.6K -200 -6%
OP
482
Oslo Pensjonsforsikring
$259K +$291K +2,973 New
AssetMark Inc
483
AssetMark Inc
California
$258K -$61.3K -626 -17%
TFGT
484
TS Financial Group (TSFG)
Illinois
$257K
SRL
485
Scientech Research LLC
New Jersey
$256K +$288K +2,943 New
SWM
486
Seed Wealth Management
Illinois
$255K
AFCM
487
Applied Finance Capital Management
Puerto Rico
$253K +$40.9K +417 +17%
FAFN
488
First Affirmative Financial Network
Colorado
$252K +$284K +2,898 New
SFSG
489
Sound Financial Strategies Group
Mississippi
$251K -$321K -3,277 -53%
OAM
490
Ostrum Asset Management
France
$251K +$113K +1,151 +66%
VT
491
Vise Technologies
New York
$249K
II
492
Inspire Investing
Idaho
$246K +$18.4K +188 +7%
LA
493
LVW Advisors
New York
$244K -$21.3K -217 -7%
GFM
494
GEN Financial Management
Minnesota
$238K -$48.1K -491 -15%
ZIM
495
Zacks Investment Management
Illinois
$237K -$47.3M -482,948 -99%
VFA
496
Valeo Financial Advisors
Indiana
$233K +$262K +2,676 New
CI Investments Inc
497
CI Investments Inc
Ontario, Canada
$231K +$20.5K +209 +9%
EWM
498
Empirical Wealth Management
Washington
$229K -$16.9K -172 -6%
OWA
499
Outlook Wealth Advisors
Texas
$229K +$1.76K +18 +0.7%
OWP
500
ORG Wealth Partners
Texas
$225K -$331K -3,376 -57%