We are live on ! Find out more

725 hedge funds and large institutions have $13.2B invested in Pentair in 2025 Q1 according to their latest regulatory filings, with 95 funds opening new positions, 239 increasing their positions, 265 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed

158% more call options, than puts

Call options by funds: $78.1M | Put options by funds: $30.3M

25% more first-time investments, than exits

New positions opened: 95 | Existing positions closed: 76

1% more funds holding

Funds holding: 715725 (+10)

0.86% more ownership

Funds ownership: 90.56%91.42% (+0.86%)

10% less repeat investments, than reductions

Existing positions increased: 239 | Existing positions reduced: 265

13% less capital invested

Capital invested by funds: $15.1B → $13.2B (-$1.89B)

50% less funds holding in top 10

Funds holding in top 10: 63 (-3)

Holders
725
Holders Change
+10
Holders Change %
+1.4%
% of All Funds
9.72%
Holding in Top 10
3
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-50%
% of All Funds
0.04%
New
95
Increased
239
Reduced
265
Closed
76
Calls
$78.1M
Puts
$30.3M
Net Calls
+$47.8M
Net Calls Change
-$61.2M
Name Holding Trade Value Shares
Change
Change in
Stake
GFM
751
GF Fund Management
China
-$335K -3,333 Closed
QAM
752
Q3 Asset Management
Michigan
-$320K -3,188 Closed
HRCM
753
Hood River Capital Management
Florida
-$315K -3,134 Closed
BAM
754
Blueshift Asset Management
New Jersey
-$300K -2,980 Closed
EH
755
Equitable Holdings
New York
-$297K -2,951 Closed
SWP
756
Stratos Wealth Partners
Ohio
-$289K -2,867 Closed
GC
757
Guggenheim Capital
Illinois
-$275K -2,734 Closed
SWM
758
SeaCrest Wealth Management
New York
-$273K -2,709 Closed
PA
759
PharVision Advisers
Florida
-$268K -2,663 Closed
OFA
760
Oak Family Advisors
Illinois
-$264K -2,621 Closed
FCH
761
Freestone Capital Holdings
Washington
-$244K -2,426 Closed
OF
762
Optimize Financial
California
-$243K -2,416 Closed
TW
763
Trajan Wealth
Arizona
-$227K -2,259 Closed
NRD
764
Nebula Research & Development
New York
-$227K -2,254 Closed
HBWM
765
Hollow Brook Wealth Management
New York
-$226K -2,246 Closed
I
766
IMPACTfolio
Colorado
-$224K -2,222 Closed
CA
767
Claro Advisors
Massachusetts
-$223K -2,211 Closed
Group One Trading
768
Group One Trading
Illinois
-$208K -2,182 Closed
PWMAG
769
Pinnacle Wealth Management Advisory Group
New Jersey
-$217K -2,156 Closed
CCA
770
Checchi Capital Advisers
California
-$217K -2,155 Closed
ISL
771
Ingalls & Snyder LLC
New York
-$216K -2,150 Closed
PWPS
772
Pinnacle Wealth Planning Services
Ohio
-$216K -2,144 Closed
LAM
773
Longboard Asset Management
Arizona
-$209K -2,077 Closed
CPIG
774
Chicago Partners Investment Group
Illinois
-$205K -2,061 Closed
FPAS
775
Focus Partners Advisor Solutions
Missouri
-$206K -2,046 Closed