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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
9.53%
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
SEP
676
Signature Equity Partners
Ohio
$7.94K +$8.12K +76 New
EW
677
Elyxium Wealth
California
$7.82K +$8.01K +75 New
S
678
Sachetta
Massachusetts
$7.81K
MA
679
MCF Advisors
Kentucky
$7.5K
OW
680
Olistico Wealth
Oklahoma
$7.5K +$7.69K +72 New
KFAS
681
Keating Financial Advisory Services
Kansas
$6.98K +$7.16K +67 New
AFC
682
Ares Financial Consulting
California
$6.87K +$7.05K +66 New
PWMG
683
Private Wealth Management Group
New Jersey
$6.77K
FFA
684
Frazier Financial Advisors
Ohio
$6.67K
EFMH
685
E Fund Management (HK)
Hong Kong
$6.54K +$6.62K +62 New
GSWM
686
Golden State Wealth Management
California
$6.47K
QL
687
Quarry LP
New York
$6.25K -$4.27K -40 -40%
CFB
688
Cullen/Frost Bankers
Texas
$6.14K -$8.97K -84 -59%
BW
689
Basepoint Wealth
Iowa
$5.83K +$5.98K +56 New
WWA
690
Wealth Watch Advisors
Colorado
$5.73K
ADL
691
Asset Dedication LLC
California
$5.62K
FHC
692
First Horizon Corporation
Tennessee
$5.52K
NAAA
693
New Age Alpha Advisors
New York
$5.42K -$101K -944 -95%
FMP
694
Financial Management Professionals
Texas
$5.42K -$534 -5 -9%
MAFA
695
MJT & Associates Financial Advisory
Minnesota
$5.21K
RF
696
Rossby Financial
Florida
$5.1K +$1.39K +13 +36%
FMTCOCP
697
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$5K
FNWA
698
Financial Network Wealth Advisors
Utah
$4.81K
SC
699
Solstein Capital
California
$4.79K
DIP
700
DT Investment Partners
Pennsylvania
$4.58K