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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
HNB
551
Huntington National Bank
Ohio
$63.6K -$6.47K -66 -8%
IA
552
IFP Advisors
Florida
$62.5K -$8.92K -91 -11%
MPWT
553
MassMutual Private Wealth & Trust
Connecticut
$57.7K -$16.3K -166 -20%
MTIC
554
Missouri Trust & Investment Company
Missouri
$57.5K
CTC
555
Central Trust Company
Missouri
$57.4K -$4.41K -45 -6%
UFF
556
USA Financial Formulas
Michigan
$57.3K -$35.2K -359 -35%
QL
557
Quarry LP
New York
$51.9K +$52.5K +536 +893%
SPIA
558
Steward Partners Investment Advisory
New York
$49K -$228K -2,330 -81%
TCM
559
TD Capital Management
Tennessee
$46.5K +$52.3K +534 New
BC
560
Bayforest Capital
United Kingdom
$45.8K +$14.7K +150 +40%
MWA
561
Medallion Wealth Advisors
Connecticut
$45.6K
EI
562
EFG International
$45K +$37.5K +383 +288%
TWC
563
TD Waterhouse Canada
Ontario, Canada
$42.4K -$8.13K -83 -15%
KFI
564
Key Financial Inc
Pennsylvania
$40.3K -$686 -7 -1%
QC
565
Quent Capital
New York
$39.2K -$18.2K -186 -29%
RFP
566
Root Financial Partners
California
$39.1K -$5.49K -56 -11%
OL
567
OneFund LLC
Florida
$39K -$2.94K -30 -6%
NSIM
568
North Star Investment Management
Illinois
$37.4K +$2.45K +25 +6%
CH
569
Cromwell Holdings
Wyoming
$36.8K +$882 +9 +2%
AF
570
Advisornet Financial
Minnesota
$34.8K
VCM
571
Versant Capital Management
Arizona
$31.6K -$144K -1,469 -80%
PFBT
572
Parkside Financial Bank & Trust
Missouri
$31.4K +$3.23K +33 +10%
PWPS
573
Pinnacle Wealth Planning Services
Ohio
$30.8K -$148K -1,510 -81%
CAM
574
Clarity Asset Management
Iowa
$29.8K +$33.5K +342 New
NECFA
575
New England Capital Financial Advisors
Connecticut
$28.1K