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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
SWM
701
Spire Wealth Management
Virginia
$4.5K -$5.77K -54 -56%
ECM
702
Estabrook Capital Management
New York
$4.17K
MFT
703
Moisand Fitzgerald Tamayo
Florida
$4.06K
API
704
Asset Planning Inc
California
$4.06K
BLC
705
Brown, Lisle/Cummings
Rhode Island
$3.96K
RWM
706
Rialto Wealth Management
New York
$3.85K +$107 +1 +3%
FP
707
Financial Perspectives
Minnesota
$3.75K
BWAM
708
Boyd Watterson Asset Management
Ohio
$3.65K
HHMI
709
Howard Hughes Medical Institute
Maryland
$3.65K
PP
710
PFS Partners
New Jersey
$3.63K
AWM
711
Activest Wealth Management
Florida
$3.54K -$214 -2 -6%
SIS
712
Sound Income Strategies
Florida
$3.12K +$3.1K +29 New
VWM
713
Vermillion Wealth Management
Minnesota
$3.04K
MSWM
714
Mowery & Schoenfeld Wealth Management
Illinois
$3.03K
RJA
715
Ross\Johnson & Associates
Minnesota
$3.02K -$107 -1 -3%
OAJ
716
Ogorek Anthony Joseph
New York
$3K
GWM
717
Geneos Wealth Management
Colorado
$2.81K +$1.81K +17 +170%
MCM
718
MV Capital Management
Maryland
$2.71K
NS
719
NBC Securities
Alabama
$2.4K -$38.4K -360 -94%
CFS
720
CGC Financial Services
Oregon
$2.4K
GBT
721
Grove Bank & Trust
Florida
$2.4K
NWMP
722
Noble Wealth Management PBC
Colorado
$2.4K +$2.46K +23 New
MIM
723
MTM Investment Management
South Carolina
$2.19K
LB
724
Legacy Bridge
Iowa
$2.19K +$2.24K +21 New
TAM
725
Tucker Asset Management
Colorado
$2.19K +$2.24K +21 New