776 hedge funds and large institutions have $15.9B invested in Pentair in 2025 Q4 according to their latest regulatory filings, with 112 funds opening new positions, 240 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 (-$889M)

14% less repeat investments, than reductions

Existing positions increased: 240 | Existing positions reduced: 278

33% less funds holding in top 10

Funds holding in top 10: 64 (-2)

Holders
776
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
CAL
751
Capital Advisors Ltd
Ohio
$1K
IPS
752
Investors Portfolio Services
Washington
$982
HPC
753
HM Payson & Co
Maine
$938
ACA
754
American Capital Advisory
Idaho
$938
EB
755
Eastern Bank
Massachusetts
$937
CFM
756
Cornerstone Financial Management
Massachusetts
$937
EWP
757
Elevation Wealth Partners
California
$729
DJSG
758
D.J. St. Germain
Massachusetts
$729
TFA
759
Toth Financial Advisory
Virginia
$625
HFS
760
Hughes Financial Services
Virginia
$521
FGA
761
Fortis Group Advisors
New Jersey
$521
BWL
762
Bogart Wealth LLC
Virginia
$521
CCM
763
Chilton Capital Management
Texas
$521
SA
764
Seneschal Advisors
Washington
$417
NRG
765
Nemes Rush Group
Michigan
$417
PWAM
766
Private Wealth Asset Management
Iowa
$312
SWA
767
SOA Wealth Advisors
New York
$220
CFP
768
Comprehensive Financial Planning
Pennsylvania
$208
HCM
769
Hollencrest Capital Management
California
$208
CCMW
770
Cypress Capital Management (Wyoming)
Wyoming
$208
BCWM
771
Bartlett & Co Wealth Management
Ohio
$208
DWM
772
Dogwood Wealth Management
Kansas
$104
HWP
773
Highline Wealth Partners
California
$104
AP
774
Aspect Partners
Virginia
$104
MI
775
Motiv8 Investments
Florida
$27