We are live on ! Find out more

725 hedge funds and large institutions have $13.2B invested in Pentair in 2025 Q1 according to their latest regulatory filings, with 95 funds opening new positions, 239 increasing their positions, 265 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed

158% more call options, than puts

Call options by funds: $78.1M | Put options by funds: $30.3M

25% more first-time investments, than exits

New positions opened: 95 | Existing positions closed: 76

1% more funds holding

Funds holding: 715725 (+10)

0.86% more ownership

Funds ownership: 90.56%91.42% (+0.86%)

10% less repeat investments, than reductions

Existing positions increased: 239 | Existing positions reduced: 265

13% less capital invested

Capital invested by funds: $15.1B → $13.2B (-$1.89B)

50% less funds holding in top 10

Funds holding in top 10: 63 (-3)

Holders
725
Holders Change
+10
Holders Change %
+1.4%
% of All Funds
9.72%
Holding in Top 10
3
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-50%
% of All Funds
0.04%
New
95
Increased
239
Reduced
265
Closed
76
Calls
$78.1M
Puts
$30.3M
Net Calls
+$47.8M
Net Calls Change
-$61.2M
Name Holding Trade Value Shares
Change
Change in
Stake
FFM
501
Forum Financial Management
Illinois
$251K +$1.72K +18 +0.6%
CAMG
502
CWA Asset Management Group
Florida
$251K +$22.5K +236 +9%
PEAK6
503
PEAK6
Illinois
$250K +$272K +2,857 New
AS
504
Altshuler Shaham
Israel
$247K -$217K -2,280 -45%
OR
505
Olympiad Research
Connecticut
$246K +$268K +2,817 New
GWAM
506
Guardian Wealth Advisors (Minnesota)
Minnesota
$246K -$4.58K -48 -2%
FAFN
507
First Affirmative Financial Network
Colorado
$244K -$14.7K -154 -5%
CI
508
CX Institutional
Indiana
$241K +$29.8K +313 +13%
HCA
509
Harbour Capital Advisors
Virginia
$240K +$281K +2,946 New
OFS
510
OneAscent Financial Services
Alabama
$240K -$39.4K -413 -13%
BA
511
Bridgewater Associates
Connecticut
$237K +$31.5K +330 +14%
Kovitz Investment Group Partners
512
Kovitz Investment Group Partners
Illinois
$237K -$88.1K -924 -25%
MAS
513
Meeder Advisory Services
Ohio
$232K -$28K -294 -10%
OAM
514
Oppenheimer Asset Management
New York
$231K +$252K +2,645 New
BP
515
Ballentine Partners
Massachusetts
$230K -$186K -1,947 -43%
CF
516
Copperwynd Financial
Arizona
$230K -$67.7K -710 -21%
UCFA
517
United Capital Financial Advisors
Texas
$228K +$1.33K +14 +0.5%
AB
518
ANB Bank
Colorado
$226K +$4.29K +45 +2%
CGL
519
Clarius Group LLC
Washington
$226K +$2.57K +27 +1%
EWA
520
EverSource Wealth Advisors
Alabama
$225K +$11.5K +121 +5%
Capstone Investment Advisors
521
Capstone Investment Advisors
New York
$224K -$274K -2,872 -53%
MG
522
Mather Group
Illinois
$223K +$27.2K +285 +13%
William Blair & Company
523
William Blair & Company
Illinois
$222K -$27.6K -290 -10%
BONH
524
Bank of New Hampshire
New Hampshire
$222K
CAM
525
Claret Asset Management
Quebec, Canada
$219K +$191 +2 +0.1%

PNR Hedge Fund Activity: Q1 2025 in Review

725 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in Pentair (PNR) for Q1 2025, worth a combined $13.2B — down 13% from $15.1B a quarter earlier.

Buyers outnumbered sellers: 95 funds opened new PNR positions and 76 closed out — a net gain of 19 holders — while 239 added to existing stakes and 265 trimmed.

The largest buyer was BlackRock, adding an estimated $122M. The largest seller was Citadel Advisors, cutting an estimated $159M.

  • 725 institutional investors held Pentair (PNR) as of Q1 2025, up from 715 in Q4 2024.
  • Funds reported $13.2B of Pentair stock for Q1 2025, down 13% quarter-over-quarter.
  • 95 funds opened new Pentair positions in Q1 2025 and 76 closed out, a net change of +19 holders.
  • The largest Pentair buyer in Q1 2025 was BlackRock, an estimated $122M added.
  • The largest Pentair seller in Q1 2025 was Citadel Advisors, an estimated $159M sold.

Based on aggregated 13F filings for Q1 2025.