733 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, 287 reducing their positions, and 116 closing their positions.

New
Increased
Maintained
Reduced
Closed

more ownership

Funds ownership:

less funds holding

Funds holding:

less capital invested

Capital invested by funds: $ → $

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

22% less call options, than puts

Call options by funds: $50.7M | Put options by funds: $65.3M

30% less first-time investments, than exits

New positions opened: 81 | Existing positions closed: 116

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

Holders
733
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$50.7M
Puts
$65.3M
Net Calls
Net Calls Change

Top Buyers

1 +$374M
2 +$117M
3 +$61.7M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$60.4M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$58.5M

Top Sellers

1 -$156M
2 -$120M
3 -$92.8M
4
1SP
140 Summer Partners
New York
-$63.2M
5
KBC Group
KBC Group
Belgium
-$58.5M
Name Holding Trade Value Shares
Change
Change in
Stake
GWAM
501
Guardian Wealth Advisors (Minnesota)
Minnesota
$221K
DWM
502
Diversify Wealth Management
Utah
$220K
PWG
503
Portside Wealth Group
Utah
$219K
SW
504
SVB Wealth
Massachusetts
$213K
BONH
505
Bank of New Hampshire
New Hampshire
$213K
PFM
506
Patton Fund Management
Texas
$211K
PTC
507
Philadelphia Trust Company
Pennsylvania
$209K
HIS
508
Harvest Investment Services
Illinois
$208K
BFS
509
Bradley Foster & Sargent
Connecticut
$207K
CCA
510
Checchi Capital Advisers
California
$207K
BRWA
511
B. Riley Wealth Advisors
Florida
$207K
HCA
512
Harbour Capital Advisors
Virginia
$206K
CSP
513
Cary Street Partners
Virginia
$205K
BP
514
Ballentine Partners
Massachusetts
$205K
AF
515
Affiance Financial
Minnesota
$205K
PFGIA
516
Patriot Financial Group Insurance Agency
Massachusetts
$203K
ACA
517
Aptus Capital Advisors
Alabama
$202K
William Blair & Company
518
William Blair & Company
Illinois
$202K
MG
519
Mather Group
Illinois
$200K
GLF
520
Groupe la Francaise
France
$198K
SAM
521
Smartleaf Asset Management
Massachusetts
$198K
SFI
522
Siemens Fonds Invest
Germany
$198K
SOW
523
State of Wyoming
Wyoming
$184K
FFA
524
Farther Finance Advisors
California
$180K
BBHC
525
Brown Brothers Harriman & Co
New York
$176K