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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
AWM
501
Apollon Wealth Management
South Carolina
$225K +$253K +2,581 New
EWM
502
Evercore Wealth Management
New York
$224K -$196 -2 -0.1%
IRP
503
Investment Research Partners
Pennsylvania
$221K -$49.2K -502 -16%
GWAM
504
Guardian Wealth Advisors (Minnesota)
Minnesota
$221K -$5.49K -56 -2%
DWM
505
Diversify Wealth Management
Utah
$220K +$266K +2,716 New
PWG
506
Portside Wealth Group
Utah
$219K -$79.1K -807 -24%
SW
507
SVB Wealth
Massachusetts
$213K +$240K +2,447 New
BONH
508
Bank of New Hampshire
New Hampshire
$213K -$9.8K -100 -4%
PFM
509
Patton Fund Management
Texas
$211K +$23.3K +238 +11%
PTC
510
Philadelphia Trust Company
Pennsylvania
$209K
HIS
511
Harvest Investment Services
Illinois
$208K -$4.31K -44 -2%
BFS
512
Bradley Foster & Sargent
Connecticut
$207K
CCA
513
Checchi Capital Advisers
California
$207K +$41K +418 +21%
BRWA
514
B. Riley Wealth Advisors
Florida
$207K -$42K -429 -15%
HCA
515
Harbour Capital Advisors
Virginia
$206K -$6.86K -70 -3%
CSP
516
Cary Street Partners
Virginia
$205K
BP
517
Ballentine Partners
Massachusetts
$205K +$12.2K +124 +6%
AF
518
Affiance Financial
Minnesota
$205K
PFGIA
519
Patriot Financial Group Insurance Agency
Massachusetts
$203K +$229K +2,334 New
ACA
520
Aptus Capital Advisors
Alabama
$202K -$10.5K -107 -4%
William Blair & Company
521
William Blair & Company
Illinois
$202K -$56.5K -577 -20%
MG
522
Mather Group
Illinois
$200K +$18.2K +186 +9%
GLF
523
Groupe la Francaise
France
$198K -$7.25K -74 -3%
SAM
524
Smartleaf Asset Management
Massachusetts
$198K +$7.15K +73 +3%
SFI
525
Siemens Fonds Invest
Germany
$198K -$152K -1,548 -41%