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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
ISL
551
Ingalls & Snyder LLC
New York
$224K
FCH
552
Freestone Capital Holdings
Washington
$220K -$107 -1 -0%
MG
553
Mather Group
Illinois
$220K -$20.5K -192 -8%
VCM
554
Virtue Capital Management
Tennessee
$216K +$218K +2,045 New
HKIMG
555
Hutchens & Kramer Investment Management Group
Indiana
$215K
CM
556
Capula Management
Cayman Islands
$214K +$39.4K +369 +22%
SOAM
557
SBI Okasan Asset Management
Japan
$212K +$214K +2,000 New
MSWM
558
Master's Wealth Management
Pennsylvania
$211K +$217K +2,030 New
PWMAG
559
Pinnacle Wealth Management Advisory Group
New Jersey
$211K +$3.2K +30 +2%
PAW
560
Plan A Wealth
Nebraska
$209K +$12.1K +113 +6%
OWM
561
OneAscent Wealth Management
Alabama
$208K -$106K -993 -33%
WAP
562
Wealthcare Advisory Partners
Pennsylvania
$208K +$213K +1,998 New
MFGM
563
Marshall Financial Group (Maryland)
Maryland
$205K -$908K -8,507 -81%
UCFA
564
United Capital Financial Advisors
Texas
$204K -$62K -581 -23%
CCA
565
Checchi Capital Advisers
California
$204K
EWS
566
Evergreen Wealth Solutions
Pennsylvania
$203K +$7.37K +69 +4%
PWPS
567
Pinnacle Wealth Planning Services
Ohio
$194K -$107K -1,002 -35%
VCM
568
Versant Capital Management
Arizona
$191K -$87.6K -820 -31%
OAM
569
Ostrum Asset Management
France
$181K -$61.5K -576 -25%
AIM
570
Anchor Investment Management
South Carolina
$180K +$214 +2 +0.1%
AF
571
Allworth Financial
California
$164K -$20.5K -192 -11%
FHA
572
Flagship Harbor Advisors
Massachusetts
$163K -$28.8K -270 -15%
AIP
573
Ameritas Investment Partners
Nebraska
$156K
LSA
574
Leonteq Securities AG
Switzerland
$156K +$160K +1,494 New
AS
575
Altshuler Shaham
Israel
$147K -$13.3K -125 -8%