717 hedge funds and large institutions have $13.1B invested in Pentair in 2025 Q1 according to their latest regulatory filings, with 95 funds opening new positions, 236 increasing their positions, 261 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
717
Holders Change
+7
Holders Change %
+0.99%
% of All Funds
9.74%
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
236
Reduced
261
Closed
76
Calls
$78.1M
Puts
$30.3M
Net Calls
+$47.8M
Net Calls Change
-$61.2M
Name Holding Trade Value Shares
Change
Shares
Change %
SFG
601
Stonebridge Financial Group
Pennsylvania
$13.6K
BTI
602
Blue Trust Inc
Georgia
$13.5K +$612 +7 +5%
GWSA
603
Global Wealth Strategies & Associates
Colorado
$13.3K
AP
604
Aspect Partners
Virginia
$13.3K
RFS
605
Richardson Financial Services
Massachusetts
$13.1K -$67K -766 -84%
HWA
606
HHM Wealth Advisors
Tennessee
$13.1K -$175 -2 -1%
SSB
607
Sandy Spring Bank
Maryland
$13.1K
JWA
608
JFS Wealth Advisors
Pennsylvania
$13K +$87 +1 +0.7%
CA
609
Clearstead Advisors
Ohio
$12.7K +$12.7K +145 New
WT
610
Washington Trust
Rhode Island
$12.2K
CTWM
611
Cherry Tree Wealth Management
Minnesota
$12K +$12K +137 New
PSFG
612
Park Square Financial Group
Georgia
$10.7K -$38.8K -443 -78%
BIA
613
Bell Investment Advisors
California
$10.4K
BBPWM
614
Blue Bell Private Wealth Management
Pennsylvania
$9.89K
ME
615
McIlrath & Eck
Washington
$9.45K
CT
616
Colonial Trust
South Carolina
$9.1K -$21K -240 -70%
FMII
617
Farmers & Merchants Investments Inc
Nebraska
$9.01K -$2.45K -28 -21%
MAM
618
Meeder Asset Management
Ohio
$8.84K +$8.84K +101 New
RIL
619
Rothschild Investment LLC
Illinois
$8.4K +$1.49K +17 +22%
NFSG
620
Newbridge Financial Services Group
Florida
$8.14K +$8.14K +93 New
HIA
621
Harbor Investment Advisory
Maryland
$7.96K
CIAM
622
Caitong International Asset Management
Hong Kong
$7.44K +$4.46K +51 +150%
RMP
623
Richards, Merrill & Peterson
Washington
$7.35K
ST
624
Smithfield Trust
Pennsylvania
$7K
PWMG
625
Prestige Wealth Management Group
New Jersey
$6.96K