733 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, 287 reducing their positions, and 116 closing their positions.

New
Increased
Maintained
Reduced
Closed

more ownership

Funds ownership:

less funds holding

Funds holding:

less capital invested

Capital invested by funds: $ → $

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

22% less call options, than puts

Call options by funds: $50.7M | Put options by funds: $65.3M

30% less first-time investments, than exits

New positions opened: 81 | Existing positions closed: 116

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

Holders
733
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$50.7M
Puts
$65.3M
Net Calls
Net Calls Change

Top Buyers

1 +$374M
2 +$117M
3 +$61.7M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$60.4M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$58.5M

Top Sellers

1 -$156M
2 -$120M
3 -$92.8M
4
1SP
140 Summer Partners
New York
-$63.2M
5
KBC Group
KBC Group
Belgium
-$58.5M
Name Holding Trade Value Shares
Change
Change in
Stake
SWM
676
Spire Wealth Management
Virginia
$1.83K
MIM
677
MTM Investment Management
South Carolina
$1.83K
CFM
678
Cornerstone Financial Management
Massachusetts
$1.74K
AAG
679
Armstrong Advisory Group
Massachusetts
$1.73K
KFAS
680
Keating Financial Advisory Services
Kansas
$1.57K
DF
681
Dunhill Financial
United Kingdom
$1.57K
CWP
682
Clark Wealth Partners
Illinois
$1.57K
KG
683
Kilter Group
New York
$1.57K
BHWM
684
Bay Harbor Wealth Management
Maryland
$1.57K
EP
685
Essential Partners
California
$1.48K
FCAS
686
First Command Advisory Services
Texas
$1.48K
FC
687
Financial Consulate
Maryland
$1.39K
BHWM
688
Beaird Harris Wealth Management
Texas
$1.39K
FMP
689
Financial Management Professionals
Texas
$1.31K
AFG
690
Albion Financial Group
Utah
$1.31K
BWL
691
Bogart Wealth LLC
Virginia
$1.31K
WTA
692
Washington Trust Advisors
Massachusetts
$1.31K
CFFP
693
Center for Financial Planning
Michigan
$1.22K
LWMI
694
Legacy Wealth Management (Idaho)
Idaho
$1.22K
PWA
695
Physician Wealth Advisors
Utah
$1.22K
CIAM
696
Caitong International Asset Management
Hong Kong
$1.22K
MSWA
697
Marshall & Sterling Wealth Advisors
New York
$1.17K
TFM
698
TFC Financial Management
Massachusetts
$1.14K
OC
699
Oakworth Capital
Alabama
$1.13K
B
700
Bayban
Minnesota
$1.13K