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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
1CP
751
1015 Capital Partners
Pennsylvania
$1.15K +$1.18K +11 New
SC
752
SouthState Corp
Florida
$1.04K
WA
753
WPG Advisers
Maryland
$1.04K -$1.28K -12 -55%
RS
754
Rakuten Securities
Japan
$1.04K
PWA
755
Principia Wealth Advisory
Texas
$1.04K +$214 +2 +25%
GFA
756
Godfrey Financial Associates
New York
$1.04K +$1.07K +10 New
CAL
757
Capital Advisors Ltd
Ohio
$1K
IPS
758
Investors Portfolio Services
Washington
$982 +$961 +9 New
HPC
759
HM Payson & Co
Maine
$938
ACA
760
American Capital Advisory
Idaho
$938 +$107 +1 +13%
EB
761
Eastern Bank
Massachusetts
$937 -$31.1K -291 -97%
CFM
762
Cornerstone Financial Management
Massachusetts
$937 +$961 +9 New
EWP
763
Elevation Wealth Partners
California
$729 -$1.07K -10 -59%
DJSG
764
D.J. St. Germain
Massachusetts
$729
TFA
765
Toth Financial Advisory
Virginia
$625 +$641 +6 New
BWL
766
Bogart Wealth LLC
Virginia
$521
FGA
767
Fortis Group Advisors
New Jersey
$521
HFS
768
Hughes Financial Services
Virginia
$521
CCM
769
Chilton Capital Management
Texas
$521 +$534 +5 New
SA
770
Seneschal Advisors
Washington
$417
NRG
771
Nemes Rush Group
Michigan
$417 +$427 +4 New
SWP
772
Strategic Wealth Partners
Ohio
$312 -$4.49K -42 -93%
PWAM
773
Private Wealth Asset Management
Iowa
$312
SWA
774
SOA Wealth Advisors
New York
$220
BCWM
775
Bartlett & Co Wealth Management
Ohio
$208