773 hedge funds and large institutions have $15.9B invested in Pentair in 2025 Q4 according to their latest regulatory filings, with 111 funds opening new positions, 239 increasing their positions, 278 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more ownership

Funds ownership:

5% less capital invested

Capital invested by funds: $16.8B → $15.9B (-$902M)

14% less repeat investments, than reductions

Existing positions increased: 239 | Existing positions reduced: 278

33% less funds holding in top 10

Funds holding in top 10: 64 (-2)

Holders
773
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$116M
Puts
$64.6M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BWAM
701
Boyd Watterson Asset Management
Ohio
$3.65K
PP
702
PFS Partners
New Jersey
$3.63K
AWM
703
Activest Wealth Management
Florida
$3.54K
SIS
704
Sound Income Strategies
Florida
$3.12K
VWM
705
Vermillion Wealth Management
Minnesota
$3.04K
MSWM
706
Mowery & Schoenfeld Wealth Management
Illinois
$3.03K
RJA
707
Ross\Johnson & Associates
Minnesota
$3.02K
OAJ
708
Ogorek Anthony Joseph
New York
$3K
GWM
709
Geneos Wealth Management
Colorado
$2.81K
MCM
710
MV Capital Management
Maryland
$2.71K
NS
711
NBC Securities
Alabama
$2.4K
GBT
712
Grove Bank & Trust
Florida
$2.4K
CFS
713
CGC Financial Services
Oregon
$2.4K
NWMP
714
Noble Wealth Management PBC
Colorado
$2.4K
MIM
715
MTM Investment Management
South Carolina
$2.19K
LB
716
Legacy Bridge
Iowa
$2.19K
TAM
717
Tucker Asset Management
Colorado
$2.19K
AAG
718
Armstrong Advisory Group
Massachusetts
$2.06K
HFM
719
Harvest Fund Management
China
$2K
ST
720
Smithfield Trust
Pennsylvania
$2K
GKIM
721
GW&K Investment Management
Massachusetts
$2K
CAL
722
Capital Analysts LLC
Pennsylvania
$2K
LWANC
723
Laurel Wealth Advisors (North Carolina)
North Carolina
$1.98K
DF
724
Dunhill Financial
United Kingdom
$1.88K
JFA
725
JNBA Financial Advisors
Minnesota
$1.88K