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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
TFM
701
TFC Financial Management
Massachusetts
$1.14K
OC
702
Oakworth Capital
Alabama
$1.13K
B
703
Bayban
Minnesota
$1.13K +$1.27K +13 New
RWM
704
Rialto Wealth Management
New York
$1.05K -$2.45K -25 -68%
CAL
705
Capital Analysts LLC
Pennsylvania
$1K
MMCM
706
Murphy & Mullick Capital Management
New York
$958
IWS
707
Intentional Wealth Strategies
Colorado
$958 +$1.08K +11 New
SC
708
SouthState Corp
Florida
$872
GWM
709
Geneos Wealth Management
Colorado
$871 -$1.67K -17 -63%
GFA
710
Godfrey Financial Associates
New York
$871
WA
711
WPG Advisers
Maryland
$871
1CP
712
1015 Capital Partners
Pennsylvania
$784 -$196 -2 -18%
WSFG
713
Wall Street Financial Group
Illinois
$784 +$882 +9 New
SWP
714
Strategic Wealth Partners
Ohio
$776 +$588 +6 +200%
CFB
715
Cullen/Frost Bankers
Texas
$697 -$5K -51 -86%
HIA
716
HFM Investment Advisors
New Jersey
$697 -$294 -3 -27%
BCWM
717
Bartlett & Co Wealth Management
Ohio
$617 +$588 +6 +300%
DJSG
718
D.J. St. Germain
Massachusetts
$610
TFA
719
Toth Financial Advisory
Virginia
$523
ACA
720
American Capital Advisory
Idaho
$436 -$392 -4 -44%
FGA
721
Fortis Group Advisors
New Jersey
$436
SA
722
Seneschal Advisors
Washington
$349
NRG
723
Nemes Rush Group
Michigan
$348
AP
724
Aspect Partners
Virginia
$348 +$294 +3 +300%
DCM
725
Davis Capital Management
Florida
$348 +$392 +4 New