730 hedge funds and large institutions have $15.2B invested in Pentair in 2025 Q2 according to their latest regulatory filings, with 93 funds opening new positions, 256 increasing their positions, 254 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
730
Holders Change
+13
Holders Change %
+1.81%
% of All Funds
9.79%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.05%
New
93
Increased
256
Reduced
254
Closed
69
Calls
$71.8M
Puts
$11.2M
Net Calls
+$60.6M
Net Calls Change
+$12.8M
Name Holding Trade Value Shares
Change
Shares
Change %
HCA
476
Harbour Capital Advisors
Virginia
$299K -$13.2K -125 -4%
OFS
477
OneAscent Financial Services
Alabama
$296K +$11.5K +111 +4%
IIC
478
Integrated Investment Consultants
Michigan
$295K +$295K +2,872 New
AS
479
Altshuler Shaham
Israel
$290K
OWM
480
OneAscent Wealth Management
Alabama
$289K +$49.3K +480 +21%
GWAM
481
Guardian Wealth Advisors (Minnesota)
Minnesota
$287K -$1.44K -14 -0.5%
CF
482
Copperwynd Financial
Arizona
$287K +$17.6K +171 +7%
PTC
483
Petrus Trust Company
Texas
$286K -$172K -1,679 -38%
Jones Financial Companies
484
Jones Financial Companies
Missouri
$286K +$109K +1,051 +61%
LA
485
LVW Advisors
New York
$285K -$12.8K -125 -4%
CI
486
CX Institutional
Indiana
$281K -$1.23K -12 -0.4%
HAG
487
HighPoint Advisor Group
Illinois
$278K -$14.6K -142 -5%
A
488
Allianz
Germany
$278K -$131K -1,280 -32%
BRWA
489
B. Riley Wealth Advisors
Florida
$276K +$276K +2,691 New
BFA
490
Bill Few Associates
Pennsylvania
$275K -$28.7K -280 -9%
FMLI
491
Fukoku Mutual Life Insurance
Japan
$275K -$23.5K -229 -8%
SOW
492
State of Wyoming
Wyoming
$268K -$341K -3,318 -56%
OAM
493
Oppenheimer Asset Management
New York
$261K -$10.6K -103 -4%
BONH
494
Bank of New Hampshire
New Hampshire
$261K
MG
495
Mather Group
Illinois
$253K -$8.21K -80 -3%
UCFA
496
United Capital Financial Advisors
Texas
$253K -$14.2K -138 -5%
CGL
497
Clarius Group LLC
Washington
$250K -$14.7K -143 -6%
ACA
498
Aptus Capital Advisors
Alabama
$248K +$10.9K +106 +5%
AssetMark Inc
499
AssetMark Inc
California
$246K +$93.5K +911 +61%
CSP
500
Cary Street Partners
Virginia
$246K +$6.06K +59 +3%