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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
CWA
776
Clarus Wealth Advisors
Arizona
-$200K -2,031 Closed
FA
777
Fedenia Advisers
Wisconsin
-$195K -1,935 Closed
BC
778
Bayforest Capital
United Kingdom
-$166K -1,646 Closed
GM
779
GeoWealth Management
Illinois
-$132K -1,310 Closed
EDRH
780
Edmond de Rothschild Holding
Switzerland
-$127K -1,258 Closed
RCM
781
Raleigh Capital Management
North Carolina
-$95.4K -948 Closed
IIM
782
Intact Investment Management
Quebec, Canada
-$57.2K -600 Closed
FF
783
Friedenthal Financial
New Jersey
-$56.1K -557 Closed
PCM
784
Penserra Capital Management
California
-$42K -419 Closed
VHAM
785
Van Hulzen Asset Management
California
-$31.8K -316 Closed
MFG
786
Mendota Financial Group
Wisconsin
-$20.1K -200 Closed
CJL
787
Cyrus J. Lawrence
New York
-$17K -175 Closed
CCA
788
Catalyst Capital Advisors
New York
-$11K -109 Closed
CIA
789
Cape Investment Advisory
Georgia
-$7.65K -76 Closed
FW
790
Fairway Wealth
Ohio
-$7.04K -70 Closed
VWA
791
Valued Wealth Advisors
Utah
-$5.03K -50 Closed
TAM
792
Tucker Asset Management
Colorado
-$3.82K -38 Closed
VWM
793
Venturi Wealth Management
Texas
-$2.21K -22 Closed
CAS
794
Coppell Advisory Solutions
Texas
-$1.51K -15 Closed
RTC
795
Riverview Trust Company
Washington
-$1.21K -12 Closed
T
796
Transce3nd
Texas
-$917 -9 Closed
DJSG
797
D.J. St. Germain
Massachusetts
-$704 -7 Closed
HWA
798
Heritage Wealth Advisors
Virginia
-$604 -6 Closed
KLWA
799
Kelly Lawrence W & Associates
California
-$503 -5 Closed
AWM
800
Accredited Wealth Management
Kentucky
-$202 -2 Closed