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783 hedge funds and large institutions have $16B invested in Pentair in 2025 Q4 according to their latest regulatory filings, with 115 funds opening new positions, 241 increasing their positions, 280 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more call options, than puts

Call options by funds: $116M | Put options by funds: $64.6M

46% more first-time investments, than exits

New positions opened: 115 | Existing positions closed: 79

2% more funds holding

Funds holding: 765783 (+18)

0.94% more ownership

Funds ownership: 92.99%93.93% (+0.94%)

5% less capital invested

Capital invested by funds: $16.9B → $16B (-$887M)

14% less repeat investments, than reductions

Existing positions increased: 241 | Existing positions reduced: 280

33% less funds holding in top 10

Funds holding in top 10: 64 (-2)

Holders
783
Holders Change
+18
Holders Change %
+2.35%
% of All Funds
9.53%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
115
Increased
241
Reduced
280
Closed
79
Calls
$116M
Puts
$64.6M
Net Calls
+$51.6M
Net Calls Change
-$40M
Name Holding Trade Value Shares
Change
Change in
Stake
CA
601
Clearstead Advisors
Ohio
$68.5K +$23.3K +218 +50%
RIL
602
Rothschild Investment LLC
Illinois
$68.1K -$221K -2,069 -76%
QC
603
Quent Capital
New York
$66.3K +$8.54K +80 +14%
RFG
604
REAP Financial Group
Texas
$65.8K +$16.1K +151 +31%
TWD
605
True Wealth Design
Ohio
$61.2K -$13.3K -125 -18%
TWC
606
TD Waterhouse Canada
Ontario, Canada
$59.6K +$42.7K +400 +233%
MWA
607
Medallion Wealth Advisors
Connecticut
$54.6K
RFP
608
Root Financial Partners
California
$52.6K +$14.2K +133 +36%
CA
609
CoreCap Advisors
Michigan
$50K +$8.01K +75 +19%
OL
610
OneFund LLC
Florida
$50K +$2.56K +24 +5%
ZBNA
611
Zions Bancorporation, National Association
Utah
$49.9K +$22.3K +209 +77%
KFI
612
Key Financial Inc
Pennsylvania
$48.9K
ISWM
613
Intesa Sanpaolo Wealth Management
$43.8K +$45K +421 New
PSFG
614
Park Square Financial Group
Georgia
$43.7K +$38.7K +362 +503%
CH
615
Cromwell Holdings
Wyoming
$43.1K
ACM
616
Aster Capital Management
United Arab Emirates
$42.9K +$44K +412 New
NSIM
617
North Star Investment Management
Illinois
$42.1K
SIM
618
Sentry Investment Management
Wisconsin
$42K
AF
619
Advisornet Financial
Minnesota
$41.7K
BC
620
Bayforest Capital
United Kingdom
$39.2K -$126K -1,183 -76%
CSPIA
621
Cary Street Partners Investment Advisory
Virginia
$35.3K -$1.71K -16 -5%
PFBT
622
Parkside Financial Bank & Trust
Missouri
$34.1K +$2.88K +27 +9%
NECFA
623
New England Capital Financial Advisors
Connecticut
$33.6K
AAP
624
Arax Advisory Partners
Colorado
$32K -$3.77M -35,336 -99%
BOTPPF
625
Board of the Pension Protection Fund
United Kingdom
$31.2K -$342K -3,200 -91%