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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
HCA
526
Harbour Capital Advisors
Virginia
$250K -$26.7K -250 -10%
SFS
527
Sowell Financial Services
Arkansas
$249K +$32.6K +305 +15%
VT
528
Vise Technologies
New York
$249K +$255K +2,389 New
OAM
529
Oxford Asset Management
United Kingdom
$249K +$255K +2,388 New
BFS
530
Bradley Foster & Sargent
Connecticut
$247K
CSP
531
Cary Street Partners
Virginia
$245K
AF
532
Affiance Financial
Minnesota
$245K
EPW
533
Evolve Private Wealth
California
$245K +$251K +2,349 New
BIG
534
Brooklyn Investment Group
New York
$245K +$247K +2,312 New
GLF
535
Groupe la Francaise
France
$245K +$1.6K +15 +0.6%
AG
536
AlTi Global
New York
$243K +$249K +2,335 New
CFD
537
Creative Financial Designs
Indiana
$242K -$53.9K -505 -18%
SAM
538
Smartleaf Asset Management
Massachusetts
$241K +$7.69K +72 +3%
CPIG
539
Chicago Partners Investment Group
Illinois
$240K -$216K -2,022 -48%
SCP
540
Sivia Capital Partners
California
$237K -$97.3K -911 -29%
HAIM
541
Hunter Associates Investment Management
Pennsylvania
$236K -$10.6K -99 -4%
KF
542
Krilogy Financial
Missouri
$234K -$38K -356 -14%
SAM
543
Silvercrest Asset Management
New York
$234K +$2.14K +20 +0.9%
BP
544
Ballentine Partners
Massachusetts
$232K +$2.78K +26 +1%
HIP
545
HUB Investment Partners
Texas
$232K -$5.87K -55 -2%
CW
546
CreativeOne Wealth
Kansas
$231K +$237K +2,218 New
CAM
547
Claret Asset Management
Quebec, Canada
$230K -$641 -6 -0.3%
PFM
548
Patton Fund Management
Texas
$228K -$27.6K -258 -11%
MWM
549
Modern Wealth Management
Kansas
$228K +$2.78K +26 +1%
GS
550
GTS Securities
New York
$227K +$232K +2,175 New