We are live on ! Find out more

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
9.52%
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
ATC
626
Adirondack Trust Company
New York
$31.2K
TPCW
627
TD Private Client Wealth
New York
$30.6K
PTC
628
Private Trust Company
Ohio
$30.3K +$1.81K +17 +6%
RFS
629
Richardson Financial Services
Massachusetts
$29.2K +$3.31K +31 +12%
FFO
630
Fortitude Family Office
Arizona
$29.2K -$534 -5 -2%
DT
631
DV Trading
Illinois
$28.6K +$29.4K +275 New
WC
632
Wexford Capital
Florida
$27.4K +$2.99K +28 +12%
SGK
633
Steigerwald Gordon & Koch
Virginia
$27K +$7.58K +71 +38%
AGWCA
634
Annis Gardner Whiting Capital Advisors
Florida
$26.2K +$11.2K +105 +71%
PAM
635
Parvin Asset Management
South Dakota
$26K
DE
636
DV Equities
Illinois
$23.7K +$24.3K +228 New
GIA
637
GHP Investment Advisors
Colorado
$22.2K
TCOV
638
Trust Company of Vermont
Vermont
$21.8K
CWP
639
Concord Wealth Partners
Virginia
$20.8K
TFIPS
640
Towarzystwo Funduszy Inwestycyjnych PZU SA
$20.8K
JWA
641
JFS Wealth Advisors
Pennsylvania
$20.2K +$4.91K +46 +31%
SN
642
Sittner & Nelson
Oregon
$19.1K
BTI
643
Blue Trust Inc
Georgia
$18.3K +$3.52K +33 +23%
FMB
644
Field & Main Bank
Kentucky
$18.2K
SWM
645
SHP Wealth Management
Massachusetts
$17.4K +$17.8K +167 New
CPG
646
Cornerstone Planning Group
New Jersey
$16.7K +$4.81K +45 +39%
RAM
647
Reflection Asset Management
South Carolina
$16.5K +$16.9K +158 New
C
648
Covestor
United Kingdom
$16K
AUB
649
Atlantic Union Bankshares
Virginia
$15.6K
HWA
650
HHM Wealth Advisors
Tennessee
$15.6K