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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
EWP
701
Elevation Wealth Partners
California
$613
LCM
702
Logan Capital Management
Pennsylvania
$525
PWM
703
Parkworth Wealth Management
California
$525
BWL
704
Bogart Wealth LLC
Virginia
$525 +$572 +6 New
GP
705
Greenline Partners
New York
$525 +$572 +6 New
RA
706
Rise Advisors
New York
$525 +$572 +6 New
CA
707
Continuum Advisory
Idaho
$437 -$1.24K -13 -72%
FGA
708
Fortis Group Advisors
New Jersey
$437 -$381 -4 -44%
BFS
709
Bare Financial Services
Pennsylvania
$437 +$477 +5 New
HFS
710
Horizon Financial Services
North Carolina
$437 +$477 +5 New
WPA
711
West Paces Advisors
Georgia
$350
HHGA
712
Halbert Hargrove Global Advisors
California
$350 +$381 +4 New
HIA
713
HFM Investment Advisors
New Jersey
$350 +$381 +4 New
BHWM
714
Bay Harbor Wealth Management
Maryland
$349 +$381 +4 New
PWAM
715
Private Wealth Asset Management
Iowa
$262 +$286 +3 New
PWA
716
Principia Wealth Advisory
Texas
$252 -$95 -1 -25%
SWA
717
SOA Wealth Advisors
New York
$183
CSC
718
Caldwell Sutter Capital
California
$175
HCM
719
Hollencrest Capital Management
California
$175
CFP
720
Comprehensive Financial Planning
Pennsylvania
$174
MAM
721
Marquette Asset Management
Minnesota
$88 +$95 +1 New
GWSG
722
GPS Wealth Strategies Group
Colorado
$87 +$95 +1 New
HWP
723
Highline Wealth Partners
California
$87 +$95 +1 New
KA
724
Kozak & Associates
Colorado
$17
IP
725
Interval Partners
New York
-$90.2M -896,676 Closed