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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
S
551
SignatureFD
Georgia
$97.7K -$3.72K -39 -3%
SW
552
SVB Wealth
Massachusetts
$88.7K +$96.6K +1,014 New
PA
553
Parallel Advisors
California
$85.6K -$286 -3 -0.3%
NAAA
554
New Age Alpha Advisors
New York
$82.3K +$28.6K +300 +47%
LC
555
Lindbrook Capital
California
$79K +$54.9K +576 +176%
SAM
556
Smartleaf Asset Management
Massachusetts
$78.2K +$8.77K +92 +11%
BIG
557
Brooklyn Investment Group
New York
$74.1K +$10.4K +109 +15%
MPWT
558
MassMutual Private Wealth & Trust
Connecticut
$67K +$4.76K +50 +7%
National Bank of Canada
559
National Bank of Canada
Quebec, Canada
$65.1K -$858 -9 -1%
SIA
560
Sit Investment Associates
Minnesota
$65K
CTC
561
Central Trust Company
Missouri
$61.2K
LI
562
LRI Investments
Florida
$59.6K
FFA
563
Farther Finance Advisors
California
$58.6K -$50.3K -528 -44%
TFA
564
Transamerica Financial Advisors
Florida
$58K -$68.3K -717 -52%
GWM
565
Geneos Wealth Management
Colorado
$54.1K +$7.63K +80 +38%
HNB
566
Huntington National Bank
Ohio
$53.9K +$20.8K +218 +55%
MWA
567
Medallion Wealth Advisors
Connecticut
$45.8K
HFM
568
Harvest Fund Management
China
$45K -$894K -9,375 -95%
VCM
569
Versant Capital Management
Arizona
$44.4K +$27.2K +285 +128%
IRC
570
Investors Research Corp
Georgia
$43.7K
KFI
571
Key Financial Inc
Pennsylvania
$40.5K
QC
572
Quent Capital
New York
$38.6K +$2.76K +29 +7%
NC
573
North Capital
Utah
$38.1K +$41.5K +435 New
SIM
574
Sentry Investment Management
Wisconsin
$37K -$13.4K -141 -23%
AF
575
Advisornet Financial
Minnesota
$35.6K +$191 +2 +0.5%

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.