We are live on ! Find out more

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
HWA
601
HHM Wealth Advisors
Tennessee
$13.1K
WIM
602
Westside Investment Management
California
$13.1K +$14.7K +150 New
BTI
603
Blue Trust Inc
Georgia
$12.9K -$2.74K -28 -16%
WAG
604
Wilkerson Advisory Group
Missouri
$12.4K
CTWM
605
Cherry Tree Wealth Management
Minnesota
$11.9K
CT
606
Colonial Trust
South Carolina
$11.2K
MO
607
McMillan Office
Michigan
$10.9K
BWA
608
Basecamp Wealth Advisors
Washington
$10.8K -$490 -5 -4%
TFA
609
Transamerica Financial Advisors
Florida
$10.7K -$81.4K -831 -87%
BGAI
610
Bruce G. Allen Investments
Colorado
$10.6K
HPC
611
HM Payson & Co
Maine
$10.4K +$10.8K +110 +1,222%
BIA
612
Bell Investment Advisors
California
$9.93K
AWA
613
Acumen Wealth Advisors
Tennessee
$9.84K
ME
614
McIlrath & Eck
Washington
$9.41K
FMII
615
Farmers & Merchants Investments Inc
Nebraska
$9.23K
AAP
616
Arax Advisory Partners
Colorado
$9.11K -$19.7K -201 -65%
PGAM
617
Princeton Global Asset Management
New Jersey
$8.8K
BW
618
Bravera Wealth
North Dakota
$8.71K
EWP
619
Elevation Wealth Partners
California
$8.62K +$9.02K +92 +1,314%
BA
620
Blueline Advisors
New Hampshire
$8.28K
MAM
621
Meeder Asset Management
Ohio
$8.01K -$5.49K -56 -38%
MEG
622
Millstone Evans Group
Colorado
$8.01K
HIA
623
Harbor Investment Advisory
Maryland
$7.93K
BFP
624
Birchwood Financial Partners
Minnesota
$7.32K
MCM
625
Manchester Capital Management
Vermont
$7.23K