733 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, 287 reducing their positions, and 116 closing their positions.

New
Increased
Maintained
Reduced
Closed

more ownership

Funds ownership:

less funds holding

Funds holding:

less capital invested

Capital invested by funds: $ → $

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

22% less call options, than puts

Call options by funds: $50.7M | Put options by funds: $65.3M

30% less first-time investments, than exits

New positions opened: 81 | Existing positions closed: 116

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

Holders
733
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$50.7M
Puts
$65.3M
Net Calls
Net Calls Change

Top Buyers

1 +$374M
2 +$117M
3 +$61.7M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$60.4M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$58.5M

Top Sellers

1 -$156M
2 -$120M
3 -$92.8M
4
1SP
140 Summer Partners
New York
-$63.2M
5
KBC Group
KBC Group
Belgium
-$58.5M
Name Holding Trade Value Shares
Change
Change in
Stake
WAG
601
Wilkerson Advisory Group
Missouri
$12.4K
CTWM
602
Cherry Tree Wealth Management
Minnesota
$11.9K
CT
603
Colonial Trust
South Carolina
$11.2K
MO
604
McMillan Office
Michigan
$10.9K
TFA
605
Transamerica Financial Advisors
Florida
$10.7K
BGAI
606
Bruce G. Allen Investments
Colorado
$10.6K
HPC
607
HM Payson & Co
Maine
$10.4K
BIA
608
Bell Investment Advisors
California
$9.93K
AWA
609
Acumen Wealth Advisors
Tennessee
$9.84K
ME
610
McIlrath & Eck
Washington
$9.41K
FMII
611
Farmers & Merchants Investments Inc
Nebraska
$9.23K
AAP
612
Arax Advisory Partners
Colorado
$9.11K
PGAM
613
Princeton Global Asset Management
New Jersey
$8.8K
BW
614
Bravera Wealth
North Dakota
$8.71K
EWP
615
Elevation Wealth Partners
California
$8.62K
BA
616
Blueline Advisors
New Hampshire
$8.28K
MAM
617
Meeder Asset Management
Ohio
$8.01K
MEG
618
Millstone Evans Group
Colorado
$8.01K
HIA
619
Harbor Investment Advisory
Maryland
$7.93K
BFP
620
Birchwood Financial Partners
Minnesota
$7.32K
MCM
621
Manchester Capital Management
Vermont
$7.23K
WWM
622
Western Wealth Management
Colorado
$7.23K
PWMG
623
Prestige Wealth Management Group
New Jersey
$7.19K
S
624
Sachetta
Massachusetts
$7.14K
SS
625
Sunbelt Securities
Texas
$7.06K