732 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, 287 reducing their positions, and 116 closing their positions.

New
Increased
Maintained
Reduced
Closed

more ownership

Funds ownership:

less funds holding

Funds holding:

less capital invested

Capital invested by funds: $ → $

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

22% less call options, than puts

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

30% less first-time investments, than exits

New positions opened: 81 | Existing positions closed: 116

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

Holders
732
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$50.7M
Puts
$65.3M
Net Calls
Net Calls Change

Top Buyers

1 +$374M
2 +$117M
3 +$61.7M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$60.4M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$58.5M

Top Sellers

1 -$156M
2 -$120M
3 -$92.8M
4
1SP
140 Summer Partners
New York
-$63.2M
5
KBC Group
KBC Group
Belgium
-$58.5M
Name Holding Trade Value Shares
Change
Change in
Stake
MWM
801
Modern Wealth Management
Kansas
GS
802
GTS Securities
New York
KF
803
Krilogy Financial
Missouri
ISL
804
Ingalls & Snyder LLC
New York
FCH
805
Freestone Capital Holdings
Washington
HKIMG
806
Hutchens & Kramer Investment Management Group
Indiana
VCM
807
Virtue Capital Management
Tennessee
MSWM
808
Master's Wealth Management
Pennsylvania
PWMAG
809
Pinnacle Wealth Management Advisory Group
New Jersey
PAW
810
Plan A Wealth
Nebraska
OWM
811
OneAscent Wealth Management
Alabama
WAP
812
Wealthcare Advisory Partners
Pennsylvania
MFGM
813
Marshall Financial Group (Maryland)
Maryland
EWS
814
Evergreen Wealth Solutions
Pennsylvania
FHA
815
Flagship Harbor Advisors
Massachusetts
LSA
816
Leonteq Securities AG
Switzerland
IIM
817
Intact Investment Management
Quebec, Canada
RFG
818
REAP Financial Group
Texas
ACM
819
Aster Capital Management
United Arab Emirates
SIM
820
Sentry Investment Management
Wisconsin
RFS
821
Richardson Financial Services
Massachusetts
DT
822
DV Trading
Illinois
WC
823
Wexford Capital
Florida
CWP
824
Concord Wealth Partners
Virginia
FAMI
825
Fideuram Asset Management (Ireland)