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783 hedge funds and large institutions have $16B invested in Pentair in 2025 Q4 according to their latest regulatory filings, with 115 funds opening new positions, 241 increasing their positions, 280 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more call options, than puts

Call options by funds: $116M | Put options by funds: $64.6M

46% more first-time investments, than exits

New positions opened: 115 | Existing positions closed: 79

2% more funds holding

Funds holding: 765783 (+18)

0.94% more ownership

Funds ownership: 92.99%93.93% (+0.94%)

5% less capital invested

Capital invested by funds: $16.9B → $16B (-$887M)

14% less repeat investments, than reductions

Existing positions increased: 241 | Existing positions reduced: 280

33% less funds holding in top 10

Funds holding in top 10: 64 (-2)

Holders
783
Holders Change
+18
Holders Change %
+2.35%
% of All Funds
9.52%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
115
Increased
241
Reduced
280
Closed
79
Calls
$116M
Puts
$64.6M
Net Calls
+$51.6M
Net Calls Change
-$40M
Name Holding Trade Value Shares
Change
Change in
Stake
WorldQuant Millennium Advisors
501
WorldQuant Millennium Advisors
New York
$283K +$290K +2,718 New
AB
502
ANB Bank
Colorado
$278K +$285K +2,668 New
RCM
503
Raleigh Capital Management
North Carolina
$277K +$105K +983 +59%
SWP
504
Sagespring Wealth Partners
Tennessee
$277K -$44.5K -417 -14%
EH
505
Equitable Holdings
New York
$275K +$2.88K +27 +1%
II
506
Inspire Investing
Idaho
$275K +$21.5K +201 +8%
OWA
507
Outlook Wealth Advisors
Texas
$271K +$2.46K +23 +0.9%
GWAM
508
Guardian Wealth Advisors (Minnesota)
Minnesota
$270K -$2.67K -25 -1%
EWM
509
Evercore Wealth Management
New York
$269K
IWC
510
Integrated Wealth Concepts
Massachusetts
$266K -$736K -6,888 -73%
BONH
511
Bank of New Hampshire
New Hampshire
$265K
RS
512
R Squared
Hong Kong
$263K +$270K +2,527 New
FCP
513
Fidelis Capital Partners
Florida
$261K +$268K +2,508 New
BFA
514
Bill Few Associates
Pennsylvania
$260K -$19.8K -185 -7%
BWP
515
BSW Wealth Partners
Colorado
$259K +$266K +2,488 New
FC
516
Farringdon Capital
United Kingdom
$259K +$265K +2,485 New
AFCM
517
Applied Finance Capital Management
Puerto Rico
$259K -$88.5K -829 -25%
National Bank of Canada
518
National Bank of Canada
Quebec, Canada
$258K +$146K +1,364 +122%
OAM
519
Oppenheimer Asset Management
New York
$256K +$3.74K +35 +1%
FFA
520
Farther Finance Advisors
California
$255K +$59.6K +558 +29%
CI Investments Inc
521
CI Investments Inc
Ontario, Canada
$255K -$107 -1 -0%
ACA
522
Aptus Capital Advisors
Alabama
$253K +$3.42K +32 +1%
HIS
523
Harvest Investment Services
Illinois
$253K +$19K +178 +8%
PTC
524
Philadelphia Trust Company
Pennsylvania
$250K
ASN
525
Advisory Services Network
Georgia
$250K +$47.8K +448 +23%