773 hedge funds and large institutions have $15.9B invested in Pentair in 2025 Q4 according to their latest regulatory filings, with 111 funds opening new positions, 239 increasing their positions, 278 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more ownership

Funds ownership:

5% less capital invested

Capital invested by funds: $16.8B → $15.9B (-$902M)

14% less repeat investments, than reductions

Existing positions increased: 239 | Existing positions reduced: 278

33% less funds holding in top 10

Funds holding in top 10: 64 (-2)

Holders
773
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$116M
Puts
$64.6M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TWD
601
True Wealth Design
Ohio
$61.2K
TWC
602
TD Waterhouse Canada
Ontario, Canada
$59.6K
RFP
603
Root Financial Partners
California
$52.6K
CA
604
CoreCap Advisors
Michigan
$50K
OL
605
OneFund LLC
Florida
$50K
ZBNA
606
Zions Bancorporation, National Association
Utah
$49.9K
KFI
607
Key Financial Inc
Pennsylvania
$48.9K
ISWM
608
Intesa Sanpaolo Wealth Management
$43.8K
PSFG
609
Park Square Financial Group
Georgia
$43.7K
CH
610
Cromwell Holdings
Wyoming
$43.1K
ACM
611
Aster Capital Management
United Arab Emirates
$42.9K
NSIM
612
North Star Investment Management
Illinois
$42.1K
SIM
613
Sentry Investment Management
Wisconsin
$42K
AF
614
Advisornet Financial
Minnesota
$41.7K
BC
615
Bayforest Capital
United Kingdom
$39.2K
CSPIA
616
Cary Street Partners Investment Advisory
Virginia
$35.3K
PFBT
617
Parkside Financial Bank & Trust
Missouri
$34.1K
NECFA
618
New England Capital Financial Advisors
Connecticut
$33.6K
AAP
619
Arax Advisory Partners
Colorado
$32K
BOTPPF
620
Board of the Pension Protection Fund
United Kingdom
$31.2K
ATC
621
Adirondack Trust Company
New York
$31.2K
TPCW
622
TD Private Client Wealth
New York
$30.6K
PTC
623
Private Trust Company
Ohio
$30.3K
RFS
624
Richardson Financial Services
Massachusetts
$29.2K
FFO
625
Fortitude Family Office
Arizona
$29.2K