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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
AAG
726
Armstrong Advisory Group
Massachusetts
$2.06K
HFM
727
Harvest Fund Management
China
$2K -$52.6K -493 -96%
CAL
728
Capital Analysts LLC
Pennsylvania
$2K
GKIM
729
GW&K Investment Management
Massachusetts
$2K
ST
730
Smithfield Trust
Pennsylvania
$2K
LWANC
731
Laurel Wealth Advisors (North Carolina)
North Carolina
$1.98K +$2.03K +19 New
DF
732
Dunhill Financial
United Kingdom
$1.88K +$534 +5 +38%
JFA
733
JNBA Financial Advisors
Minnesota
$1.88K +$1.92K +18 New
CFO
734
CVA Family Office
Colorado
$1.77K
FCAS
735
First Command Advisory Services
Texas
$1.77K
CIA
736
Cape Investment Advisory
Georgia
$1.77K +$1.81K +17 New
BHWM
737
Beaird Harris Wealth Management
Texas
$1.67K
FC
738
Financial Consulate
Maryland
$1.67K
BHWM
739
Bay Harbor Wealth Management
Maryland
$1.67K +$641 +6 +60%
EWA
740
EQ Wealth Advisors
Texas
$1.67K +$1.71K +16 New
AFG
741
Albion Financial Group
Utah
$1.56K
CFFP
742
Center for Financial Planning
Michigan
$1.46K
CWP
743
Clark Wealth Partners
Illinois
$1.46K
LWMI
744
Legacy Wealth Management (Idaho)
Idaho
$1.46K
MSWA
745
Marshall & Sterling Wealth Advisors
New York
$1.39K -$24.2K -227 -95%
TFM
746
TFC Financial Management
Massachusetts
$1.36K -$107 -1 -7%
OC
747
Oakworth Capital
Alabama
$1.35K
KG
748
Kilter Group
New York
$1.35K +$961 +9 +225%
HIA
749
HFM Investment Advisors
New Jersey
$1.15K -$107 -1 -8%
MMCM
750
Murphy & Mullick Capital Management
New York
$1.15K