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
FCAS
726
First Command Advisory Services
Texas
$1.77K
CFO
727
CVA Family Office
Colorado
$1.77K
CIA
728
Cape Investment Advisory
Georgia
$1.77K
BHWM
729
Beaird Harris Wealth Management
Texas
$1.67K
FC
730
Financial Consulate
Maryland
$1.67K
BHWM
731
Bay Harbor Wealth Management
Maryland
$1.67K
EWA
732
EQ Wealth Advisors
Texas
$1.67K
AFG
733
Albion Financial Group
Utah
$1.56K
CFFP
734
Center for Financial Planning
Michigan
$1.46K
LWMI
735
Legacy Wealth Management (Idaho)
Idaho
$1.46K
CWP
736
Clark Wealth Partners
Illinois
$1.46K
MSWA
737
Marshall & Sterling Wealth Advisors
New York
$1.39K
TFM
738
TFC Financial Management
Massachusetts
$1.36K
OC
739
Oakworth Capital
Alabama
$1.35K
KG
740
Kilter Group
New York
$1.35K
HIA
741
HFM Investment Advisors
New Jersey
$1.15K
MMCM
742
Murphy & Mullick Capital Management
New York
$1.15K
SC
743
SouthState Corp
Florida
$1.04K
WA
744
WPG Advisers
Maryland
$1.04K
RS
745
Rakuten Securities
Japan
$1.04K
PWA
746
Principia Wealth Advisory
Texas
$1.04K
GFA
747
Godfrey Financial Associates
New York
$1.04K
CAL
748
Capital Advisors Ltd
Ohio
$1K
IPS
749
Investors Portfolio Services
Washington
$982
HPC
750
HM Payson & Co
Maine
$938