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725 hedge funds and large institutions have $13.2B invested in Pentair in 2025 Q1 according to their latest regulatory filings, with 95 funds opening new positions, 239 increasing their positions, 265 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed

158% more call options, than puts

Call options by funds: $78.1M | Put options by funds: $30.3M

25% more first-time investments, than exits

New positions opened: 95 | Existing positions closed: 76

1% more funds holding

Funds holding: 715725 (+10)

0.86% more ownership

Funds ownership: 90.56%91.42% (+0.86%)

10% less repeat investments, than reductions

Existing positions increased: 239 | Existing positions reduced: 265

13% less capital invested

Capital invested by funds: $15.1B → $13.2B (-$1.89B)

50% less funds holding in top 10

Funds holding in top 10: 63 (-3)

Holders
725
Holders Change
+10
Holders Change %
+1.4%
% of All Funds
9.72%
Holding in Top 10
3
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-50%
% of All Funds
0.04%
New
95
Increased
239
Reduced
265
Closed
76
Calls
$78.1M
Puts
$30.3M
Net Calls
+$47.8M
Net Calls Change
-$61.2M
Name Holding Trade Value Shares
Change
Change in
Stake
CWC
676
Carolinas Wealth Consulting
North Carolina
$1.84K
NC
677
NewSquare Capital
Pennsylvania
$1.75K +$1.62K +17 +567%
LWANC
678
Laurel Wealth Advisors (North Carolina)
North Carolina
$1.66K
CFO
679
CVA Family Office
Colorado
$1.49K
FCAS
680
First Command Advisory Services
Texas
$1.49K +$1.62K +17 New
TCA
681
Trifecta Capital Advisors
Illinois
$1.4K
EWA
682
EQ Wealth Advisors
Texas
$1.4K +$1.52K +16 New
AFG
683
Albion Financial Group
Utah
$1.31K
FMP
684
Financial Management Professionals
Texas
$1.31K
GBT
685
Grove Bank & Trust
Florida
$1.31K
CFFP
686
Center for Financial Planning
Michigan
$1.23K
GEA
687
Glen Eagle Advisors
New Jersey
$1.23K
LWMI
688
Legacy Wealth Management (Idaho)
Idaho
$1.23K
MSG
689
Main Street Group
Virginia
$1.23K +$1.14K +12 +600%
TFM
690
TFC Financial Management
Massachusetts
$1.14K
OC
691
Oakworth Capital
Alabama
$1.14K
RS
692
Rakuten Securities
Japan
$1.14K +$1.24K +13 New
CAL
693
Capital Analysts LLC
Pennsylvania
$1K
GKIM
694
GW&K Investment Management
Massachusetts
$1K +$762 +8 +400%
MMCM
695
Murphy & Mullick Capital Management
New York
$962
SC
696
SouthState Corp
Florida
$875 +$953 +10 New
FWA
697
Flagship Wealth Advisors
Massachusetts
$700
CWP
698
Clark Wealth Partners
Illinois
$700 +$762 +8 New
SO
699
Sierra Ocean
California
$615
CPG
700
Cornerstone Planning Group
New Jersey
$614 +$667 +7 New