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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
FFO
576
Fortitude Family Office
Arizona
$27.4K +$3.33K +34 +12%
TPCW
577
TD Private Client Wealth
New York
$27K +$1.57K +16 +5%
CSPIA
578
Cary Street Partners Investment Advisory
Virginia
$26.1K -$3.82K -39 -12%
ATC
579
Adirondack Trust Company
New York
$26.1K
OCWP
580
Owl Creek Wealth Partners
Colorado
$23.7K +$26.7K +272 New
ZBNA
581
Zions Bancorporation, National Association
Utah
$22.9K -$21.2K -216 -45%
CA
582
CoreCap Advisors
Michigan
$22.1K -$22.1K -226 -47%
PAM
583
Parvin Asset Management
South Dakota
$21.8K
CA
584
Clearstead Advisors
Ohio
$21.4K -$40.4K -412 -63%
C
585
Covestor
United Kingdom
$21K +$8.62K +88 +56%
PTC
586
Private Trust Company
Ohio
$19.9K -$6.17K -63 -22%
GIA
587
GHP Investment Advisors
Colorado
$18.8K +$294 +3 +1%
CFO
588
CVA Family Office
Colorado
$18.2K +$18.8K +192 +1,129%
AGWCA
589
Annis Gardner Whiting Capital Advisors
Florida
$18K -$4.41K -45 -18%
HPBT
590
Hickory Point Bank & Trust
Illinois
$17.9K +$20.1K +205 New
JWA
591
JFS Wealth Advisors
Pennsylvania
$17.5K +$686 +7 +4%
TFIPS
592
Towarzystwo Funduszy Inwestycyjnych PZU SA
$17.4K
TPWA
593
Twin Peaks Wealth Advisors
California
$17.2K +$19.4K +198 New
SN
594
Sittner & Nelson
Oregon
$17.1K
SWM
595
SHP Wealth Management
Massachusetts
$16.6K +$2.25K +23 +14%
SGK
596
Steigerwald Gordon & Koch
Virginia
$16.4K -$6.96K -71 -27%
FMB
597
Field & Main Bank
Kentucky
$15.2K
RIL
598
Rothschild Investment LLC
Illinois
$13.5K -$48.9K -499 -76%
AWM
599
Abound Wealth Management
Tennessee
$13.2K +$2.06K +21 +16%
AUB
600
Atlantic Union Bankshares
Virginia
$13.1K