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Pentair
PNR

Overview Fund Activity

730 hedge funds and large institutions have $15.2B invested in Pentair in 2025 Q2 according to their latest regulatory filings, with 93 funds opening new positions, 256 increasing their positions, 254 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
730
Holders Change
+13
Holders Change %
+1.81%
% of All Funds
9.79%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.05%
New
93
Increased
256
Reduced
254
Closed
69
Calls
$71.8M
Puts
$11.2M
Net Calls
+$60.6M
Net Calls Change
+$12.8M

Top Buyers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$216M
2
Alyeska Investment Group
2
Alyeska Investment Group
Illinois
$75.8M
3
PAM
3
Panagora Asset Management
Massachusetts
$121M
4
State Street
4
State Street
Massachusetts
$921M
5
Pictet Asset Management
5
Pictet Asset Management
Switzerland
$524M

Top Sellers

1
Amundi
1
Amundi
France
$420M
2
UBS Group
2
UBS Group
Switzerland
$72.9M
3
Pacer Advisors
3
Pacer Advisors
Pennsylvania
$1.49M
4
Impax Asset Management Group
4
Impax Asset Management Group
United Kingdom
$452M
5
Qube Research & Technologies (QRT)
5
Qube Research & Technologies (QRT)
United Kingdom
$14.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
MMCM
701
Murphy & Mullick Capital Management
New York
$1.12K – – –
RS
702
Rakuten Securities
Japan
$1.03K -$308 -3 -23%
SC
703
SouthState Corp
Florida
$1.03K – – –
CAL
704
Capital Advisors Ltd
Ohio
$1K – – –
AW
705
Avion Wealth
Texas
$1K +$583 +7 +140%
PWM
706
Parkworth Wealth Management
California
$924 +$308 +3 +50%
SO
707
Sierra Ocean
California
$721 – – –
EWP
708
Elevation Wealth Partners
California
$719 – – –
ACA
709
American Capital Advisory
Idaho
$719 +$719 +7 New
DJSG
710
D.J. St. Germain
Massachusetts
$719 +$719 +7 New
BHWM
711
Bay Harbor Wealth Management
Maryland
$718 +$308 +3 +75%
RA
712
Rise Advisors
New York
$616 – – –
LCM
713
Logan Capital Management
Pennsylvania
$616 – – –
PWA
714
Principia Wealth Advisory
Texas
$616 +$308 +3 +100%
KG
715
Kilter Group
New York
$514 +$514 +5 New
SC
716
Stephens Consulting
Michigan
$514 +$514 +5 New
HFS
717
Horizon Financial Services
North Carolina
$513 – – –
FGA
718
Fortis Group Advisors
New Jersey
$513 – – –
TIM
719
Tortoise Investment Management
New York
$513 +$513 +5 New
AP
720
Aspect Partners
Virginia
$411 -$15.2K -148 -97%
PWAM
721
Private Wealth Asset Management
Iowa
$308 – – –
SWP
722
Strategic Wealth Partners
Ohio
$308 +$308 +3 New
SWA
723
SOA Wealth Advisors
New York
$216 – – –
GWSG
724
GPS Wealth Strategies Group
Colorado
$206 +$103 +1 +100%
CFP
725
Comprehensive Financial Planning
Pennsylvania
$205 – – –
27 28
29
30 31