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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
SWA
726
SOA Wealth Advisors
New York
$185
CFP
727
Comprehensive Financial Planning
Pennsylvania
$174
CCMW
728
Cypress Capital Management (Wyoming)
Wyoming
$174
HCM
729
Hollencrest Capital Management
California
$174
FGAM
730
Financial Gravity Asset Management
Texas
$174 +$196 +2 New
BIAS
731
Beacon Investment Advisory Services
New Jersey
$88 +$98 +1 New
PSFG
732
Park Square Financial Group
Georgia
$87 -$42.4K -433 -100%
HFS
733
Hughes Financial Services
Virginia
$87 -$392 -4 -80%
HWP
734
Highline Wealth Partners
California
$87
1SP
735
140 Summer Partners
New York
-$63.2M -607,112 Closed
Norges Bank
736
Norges Bank
Norway
-$36.8M -353,355 Closed
CCMG
737
Clark Capital Management Group
Pennsylvania
-$29.9M -287,504 Closed
NEI
738
Northwest & Ethical Investments
Ontario, Canada
-$15M -144,280 Closed
Janney Montgomery Scott
739
Janney Montgomery Scott
Pennsylvania
-$12.9M -123,835 Closed
SLAM
740
Swiss Life Asset Management
-$8.93M -85,786 Closed
DFCM
741
Dark Forest Capital Management
Puerto Rico
-$7.28M -69,904 Closed
GP
742
Gallo Partners
New Jersey
-$4.27M -40,980 Closed
FAF
743
Första AP-fonden
Sweden
-$4.22M -40,500 Closed
IC
744
IEQ Capital
California
-$4.06M -38,990 Closed
Connor, Clark & Lunn Investment Management (CC&L)
745
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
-$3.87M -37,200 Closed
LOAME
746
Lombard Odier Asset Management (Europe)
United Kingdom
-$3.53M -33,877 Closed
XT
747
XTX Topco
Cayman Islands
-$3.19M -30,654 Closed
UIM
748
USS Investment Management
United Kingdom
-$2.26M -21,657 Closed
HAM
749
Harmony Asset Management
Arizona
-$2.13M -20,425 Closed
TI
750
Trexquant Investment
Connecticut
-$2.1M -20,156 Closed