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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
CWP
826
Concord Wealth Partners
Virginia
-$20.8K -200 Closed
FAMI
827
Fideuram Asset Management (Ireland)
-$14.3K -145 Closed
SEP
828
Signature Equity Partners
Ohio
-$7.94K -76 Closed
EW
829
Elyxium Wealth
California
-$7.82K -75 Closed
BW
830
Basepoint Wealth
Iowa
-$5.83K -56 Closed
WWA
831
Wealth Watch Advisors
Colorado
-$5.73K -55 Closed
NAAA
832
New Age Alpha Advisors
New York
-$5.42K -52 Closed
SC
833
Solstein Capital
California
-$4.79K -46 Closed
BWAM
834
Boyd Watterson Asset Management
Ohio
-$3.65K -35 Closed
HHMI
835
Howard Hughes Medical Institute
Maryland
-$3.65K -35 Closed
AWM
836
Activest Wealth Management
Florida
-$3.54K -34 Closed
HFM
837
Harvest Fund Management
China
-$2K -23 Closed
NWMP
838
Noble Wealth Management PBC
Colorado
-$2.4K -23 Closed
LB
839
Legacy Bridge
Iowa
-$2.19K -21 Closed
LWANC
840
Laurel Wealth Advisors (North Carolina)
North Carolina
-$1.98K -19 Closed
JFA
841
JNBA Financial Advisors
Minnesota
-$1.88K -18 Closed
CIA
842
Cape Investment Advisory
Georgia
-$1.77K -17 Closed
EWA
843
EQ Wealth Advisors
Texas
-$1.67K -16 Closed
RS
844
Rakuten Securities
Japan
-$1.04K -10 Closed
EB
845
Eastern Bank
Massachusetts
-$937 -9 Closed
IPS
846
Investors Portfolio Services
Washington
-$982 -9 Closed
CCM
847
Chilton Capital Management
Texas
-$521 -5 Closed
PWAM
848
Private Wealth Asset Management
Iowa
-$312 -3 Closed