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736 hedge funds and large institutions have $13.3B invested in Pentair in 2026 Q1 according to their latest regulatory filings, with 81 funds opening new positions, 230 increasing their positions, 290 reducing their positions, and 114 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.69% more ownership

Funds ownership: 93.93%94.62% (+0.69%)

6% less funds holding

Funds holding: 783736 (-47)

17% less capital invested

Capital invested by funds: $16B → $13.3B (-$2.65B)

21% less repeat investments, than reductions

Existing positions increased: 230 | Existing positions reduced: 290

22% less call options, than puts

Call options by funds: $50.7M | Put options by funds: $65.3M

29% less first-time investments, than exits

New positions opened: 81 | Existing positions closed: 114

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

Holders
736
Holders Change
-47
Holders Change %
-6%
% of All Funds
9.06%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
81
Increased
230
Reduced
290
Closed
114
Calls
$50.7M
Puts
$65.3M
Net Calls
-$14.6M
Net Calls Change
-$66.3M
Name Holding Trade Value Shares
Change
Change in
Stake
CW
801
CreativeOne Wealth
Kansas
-$231K -2,218 Closed
CAM
802
Claret Asset Management
Quebec, Canada
-$230K -2,209 Closed
MWM
803
Modern Wealth Management
Kansas
-$228K -2,187 Closed
GS
804
GTS Securities
New York
-$227K -2,175 Closed
KF
805
Krilogy Financial
Missouri
-$234K -2,170 Closed
ISL
806
Ingalls & Snyder LLC
New York
-$224K -2,150 Closed
FCH
807
Freestone Capital Holdings
Washington
-$220K -2,114 Closed
HKIMG
808
Hutchens & Kramer Investment Management Group
Indiana
-$215K -2,062 Closed
VCM
809
Virtue Capital Management
Tennessee
-$216K -2,045 Closed
MSWM
810
Master's Wealth Management
Pennsylvania
-$211K -2,030 Closed
PWMAG
811
Pinnacle Wealth Management Advisory Group
New Jersey
-$211K -2,025 Closed
PAW
812
Plan A Wealth
Nebraska
-$209K -2,009 Closed
OWM
813
OneAscent Wealth Management
Alabama
-$208K -2,002 Closed
WAP
814
Wealthcare Advisory Partners
Pennsylvania
-$208K -1,998 Closed
MFGM
815
Marshall Financial Group (Maryland)
Maryland
-$205K -1,972 Closed
EWS
816
Evergreen Wealth Solutions
Pennsylvania
-$203K -1,946 Closed
FHA
817
Flagship Harbor Advisors
Massachusetts
-$163K -1,564 Closed
LSA
818
Leonteq Securities AG
Switzerland
-$156K -1,494 Closed
IIM
819
Intact Investment Management
Quebec, Canada
-$72.9K -700 Closed
RFG
820
REAP Financial Group
Texas
-$65.8K -632 Closed
ACM
821
Aster Capital Management
United Arab Emirates
-$42.9K -412 Closed
SIM
822
Sentry Investment Management
Wisconsin
-$42K -404 Closed
RFS
823
Richardson Financial Services
Massachusetts
-$29.2K -280 Closed
DT
824
DV Trading
Illinois
-$28.6K -275 Closed
WC
825
Wexford Capital
Florida
-$27.4K -263 Closed