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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
NS
676
NBC Securities
Alabama
$2K
ST
677
Smithfield Trust
Pennsylvania
$2K
AA
678
Addison Advisors
Vermont
$1.83K +$2.06K +21 New
SWM
679
Spire Wealth Management
Virginia
$1.83K -$2.16K -22 -51%
MIM
680
MTM Investment Management
South Carolina
$1.83K
CFM
681
Cornerstone Financial Management
Massachusetts
$1.74K +$1.08K +11 +122%
AAG
682
Armstrong Advisory Group
Massachusetts
$1.73K
KFAS
683
Keating Financial Advisory Services
Kansas
$1.57K -$4.8K -49 -73%
DF
684
Dunhill Financial
United Kingdom
$1.57K
CWP
685
Clark Wealth Partners
Illinois
$1.57K +$392 +4 +29%
KG
686
Kilter Group
New York
$1.57K +$490 +5 +38%
BHWM
687
Bay Harbor Wealth Management
Maryland
$1.57K +$196 +2 +13%
EP
688
Essential Partners
California
$1.48K -$76.5K -781 -98%
FCAS
689
First Command Advisory Services
Texas
$1.48K
BHWM
690
Beaird Harris Wealth Management
Texas
$1.39K
FC
691
Financial Consulate
Maryland
$1.39K
FMP
692
Financial Management Professionals
Texas
$1.31K -$3.63K -37 -71%
AFG
693
Albion Financial Group
Utah
$1.31K
BWL
694
Bogart Wealth LLC
Virginia
$1.31K +$980 +10 +200%
WTA
695
Washington Trust Advisors
Massachusetts
$1.31K +$1.47K +15 New
CFFP
696
Center for Financial Planning
Michigan
$1.22K
LWMI
697
Legacy Wealth Management (Idaho)
Idaho
$1.22K
CIAM
698
Caitong International Asset Management
Hong Kong
$1.22K +$1.37K +14 New
PWA
699
Physician Wealth Advisors
Utah
$1.22K +$1.37K +14 New
MSWA
700
Marshall & Sterling Wealth Advisors
New York
$1.17K