773 hedge funds and large institutions have $15.9B invested in Pentair in 2025 Q4 according to their latest regulatory filings, with 111 funds opening new positions, 239 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 (-$902M)

14% less repeat investments, than reductions

Existing positions increased: 239 | Existing positions reduced: 278

33% less funds holding in top 10

Funds holding in top 10: 64 (-2)

Holders
773
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
VFA
826
Valeo Financial Advisors
Indiana
AG
827
Algert Global
California
LAM
828
Longboard Asset Management
Arizona
PA
829
Profund Advisors
Maryland
NC
830
North Capital
Utah
WANY
831
Wealthspire Advisors (New York)
New York
JWM
832
JPL Wealth Management
Colorado
CCM
833
Cloud Capital Management
Washington
AA
834
Addison Advisors
Vermont
CA
835
Centerpoint Advisors
Massachusetts
CT
836
Clearstead Trust
Maine
GEA
837
Glen Eagle Advisors
New Jersey
TCA
838
Trifecta Capital Advisors
Illinois
AAS
839
Ameritas Advisory Services
Nebraska
MAM
840
Marquette Asset Management
Minnesota
TIM
841
Tortoise Investment Management
New York
Q1WB
842
Quest 10 Wealth Builders
Virginia
PWA
843
Physician Wealth Advisors
Utah
AW
844
Avion Wealth
Texas
RA
845
Rise Advisors
New York
LCM
846
Logan Capital Management
Pennsylvania
HWA
847
Heartwood Wealth Advisors
Virginia
JFGIW
848
Johnson Financial Group Inc (Wisconsin)
Wisconsin
GWSG
849
GPS Wealth Strategies Group
Colorado
MSG
850
Main Street Group
Virginia