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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
PWMG
626
Prestige Wealth Management Group
New Jersey
$7.19K
S
627
Sachetta
Massachusetts
$7.14K +$686 +7 +9%
SS
628
Sunbelt Securities
Texas
$7.06K
JWM
629
JPL Wealth Management
Colorado
$6.88K +$7.74K +79 New
AFC
630
Ares Financial Consulting
California
$6.77K +$1.18K +12 +18%
MA
631
MCF Advisors
Kentucky
$6.27K
OW
632
Olistico Wealth
Oklahoma
$6.27K
BFS
633
Bare Financial Services
Pennsylvania
$5.92K +$6.66K +68 New
Simplex Trading
634
Simplex Trading
Illinois
$5.75K -$129K -1,315 -95%
PWMG
635
Private Wealth Management Group
New Jersey
$5.66K
GWS
636
Greykasell Wealth Strategies
California
$5.66K +$6.37K +65 New
IAAG
637
Innovative Asset Advisors Group
Connecticut
$5.66K +$6.37K +65 New
FFA
638
Frazier Financial Advisors
Ohio
$5.58K
RF
639
Rossby Financial
Florida
$5.55K +$1.47K +15 +31%
GSWM
640
Golden State Wealth Management
California
$5.43K
EFMH
641
E Fund Management (HK)
Hong Kong
$5.4K
FHC
642
First Horizon Corporation
Tennessee
$5.05K +$490 +5 +9%
ADL
643
Asset Dedication LLC
California
$4.7K
MAFA
644
MJT & Associates Financial Advisory
Minnesota
$4.36K
FNWA
645
Financial Network Wealth Advisors
Utah
$4.03K
MAM
646
Marquette Asset Management
Minnesota
$4.01K +$4.51K +46 New
FMTCOCP
647
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$4K
GKIM
648
GW&K Investment Management
Massachusetts
$4K +$2.84K +29 +181%
TC
649
Truvestments Capital
Florida
$3.92K +$4.41K +45 New
DIP
650
DT Investment Partners
Pennsylvania
$3.83K