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725 hedge funds and large institutions have $13.2B invested in Pentair in 2025 Q1 according to their latest regulatory filings, with 95 funds opening new positions, 239 increasing their positions, 265 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed

158% more call options, than puts

Call options by funds: $78.1M | Put options by funds: $30.3M

25% more first-time investments, than exits

New positions opened: 95 | Existing positions closed: 76

1% more funds holding

Funds holding: 715725 (+10)

0.86% more ownership

Funds ownership: 90.56%91.42% (+0.86%)

10% less repeat investments, than reductions

Existing positions increased: 239 | Existing positions reduced: 265

13% less capital invested

Capital invested by funds: $15.1B → $13.2B (-$1.89B)

50% less funds holding in top 10

Funds holding in top 10: 63 (-3)

Holders
725
Holders Change
+10
Holders Change %
+1.4%
% of All Funds
9.72%
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
239
Reduced
265
Closed
76
Calls
$78.1M
Puts
$30.3M
Net Calls
+$47.8M
Net Calls Change
-$61.2M
Name Holding Trade Value Shares
Change
Change in
Stake
AGWCA
601
Annis Gardner Whiting Capital Advisors
Florida
$17.3K +$3.15K +33 +20%
GFPC
602
Global Financial Private Client
Florida
$17.3K +$858 +9 +5%
SN
603
Sittner & Nelson
Oregon
$17.1K
CAWM
604
Capital A Wealth Management
Pennsylvania
$16.9K -$1.62K -17 -8%
FHA
605
First Horizon Advisors
Tennessee
$14.7K +$6K +63 +60%
PPC
606
Park Place Capital
Alabama
$14.7K
C
607
Covestor
United Kingdom
$14K -$7.82K -82 -34%
SFGP
608
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$13.6K
BTI
609
Blue Trust Inc
Georgia
$13.5K +$667 +7 +5%
AP
610
Aspect Partners
Virginia
$13.3K
GWSA
611
Global Wealth Strategies & Associates
Colorado
$13.3K
RFS
612
Richardson Financial Services
Massachusetts
$13.1K -$73K -766 -84%
HWA
613
HHM Wealth Advisors
Tennessee
$13.1K -$191 -2 -1%
SSB
614
Sandy Spring Bank
Maryland
$13.1K
JWA
615
JFS Wealth Advisors
Pennsylvania
$13K +$95 +1 +0.7%
CA
616
Clearstead Advisors
Ohio
$12.7K +$13.8K +145 New
WT
617
Washington Trust
Rhode Island
$12.2K
CTWM
618
Cherry Tree Wealth Management
Minnesota
$12K +$13.1K +137 New
PSFG
619
Park Square Financial Group
Georgia
$10.7K -$42.2K -443 -78%
BIA
620
Bell Investment Advisors
California
$10.4K
BBPWM
621
Blue Bell Private Wealth Management
Pennsylvania
$9.88K
ME
622
McIlrath & Eck
Washington
$9.45K
CT
623
Colonial Trust
South Carolina
$9.1K -$22.9K -240 -70%
FMII
624
Farmers & Merchants Investments Inc
Nebraska
$9.01K -$2.67K -28 -21%
MAM
625
Meeder Asset Management
Ohio
$8.84K +$9.63K +101 New

PNR Hedge Fund Activity: Q1 2025 in Review

725 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in Pentair (PNR) for Q1 2025, worth a combined $13.2B — down 13% from $15.1B a quarter earlier.

Buyers outnumbered sellers: 95 funds opened new PNR positions and 76 closed out — a net gain of 19 holders — while 239 added to existing stakes and 265 trimmed.

The largest buyer was BlackRock, adding an estimated $122M. The largest seller was Citadel Advisors, cutting an estimated $159M.

  • 725 institutional investors held Pentair (PNR) as of Q1 2025, up from 715 in Q4 2024.
  • Funds reported $13.2B of Pentair stock for Q1 2025, down 13% quarter-over-quarter.
  • 95 funds opened new Pentair positions in Q1 2025 and 76 closed out, a net change of +19 holders.
  • The largest Pentair buyer in Q1 2025 was BlackRock, an estimated $122M added.
  • The largest Pentair seller in Q1 2025 was Citadel Advisors, an estimated $159M sold.

Based on aggregated 13F filings for Q1 2025.