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783 hedge funds and large institutions have $16B invested in Pentair in 2025 Q4 according to their latest regulatory filings, with 115 funds opening new positions, 241 increasing their positions, 280 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more call options, than puts

Call options by funds: $116M | Put options by funds: $64.6M

46% more first-time investments, than exits

New positions opened: 115 | Existing positions closed: 79

2% more funds holding

Funds holding: 765783 (+18)

0.94% more ownership

Funds ownership: 92.99%93.93% (+0.94%)

5% less capital invested

Capital invested by funds: $16.9B → $16B (-$887M)

14% less repeat investments, than reductions

Existing positions increased: 241 | Existing positions reduced: 280

33% less funds holding in top 10

Funds holding in top 10: 64 (-2)

Holders
783
Holders Change
+18
Holders Change %
+2.35%
% of All Funds
9.53%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
115
Increased
241
Reduced
280
Closed
79
Calls
$116M
Puts
$64.6M
Net Calls
+$51.6M
Net Calls Change
-$40M
Name Holding Trade Value Shares
Change
Change in
Stake
FMLI
826
Fukoku Mutual Life Insurance
Japan
-$230K -2,079 Closed
CAMG
827
CWA Asset Management Group
Florida
-$228K -2,054 Closed
TCA
828
Transcend Capital Advisors
New Jersey
-$226K -2,041 Closed
AWM
829
Apollon Wealth Management
South Carolina
-$223K -2,014 Closed
CL
830
Choreo LLC
Illinois
-$221K -1,999 Closed
WWC
831
Waypoint Wealth Counsel
Georgia
-$219K -1,978 Closed
FA
832
Fedenia Advisers
Wisconsin
-$211K -1,904 Closed
MIM
833
Marco Investment Management
Georgia
-$210K -1,900 Closed
OFO
834
OneAscent Family Office
Alabama
-$210K -1,900 Closed
BDFN
835
Bond & Devick Financial Network
Minnesota
-$207K -1,872 Closed
VFA
836
Valeo Financial Advisors
Indiana
-$207K -1,866 Closed
AG
837
Algert Global
California
-$206K -1,860 Closed
LAM
838
Longboard Asset Management
Arizona
-$203K -1,836 Closed
PA
839
Profund Advisors
Maryland
-$203K -1,833 Closed
NC
840
North Capital
Utah
-$48.3K -436 Closed
WANY
841
Wealthspire Advisors (New York)
New York
-$33K -298 Closed
JWM
842
JPL Wealth Management
Colorado
-$8.75K -79 Closed
CCM
843
Cloud Capital Management
Washington
-$5K -48 Closed
AA
844
Addison Advisors
Vermont
-$4.54K -41 Closed
CA
845
Centerpoint Advisors
Massachusetts
-$4K -40 Closed
CT
846
Clearstead Trust
Maine
-$2.88K -26 Closed
GEA
847
Glen Eagle Advisors
New Jersey
-$2.21K -20 Closed
TCA
848
Trifecta Capital Advisors
Illinois
-$1.77K -16 Closed
AAS
849
Ameritas Advisory Services
Nebraska
-$1.66K -15 Closed
MAM
850
Marquette Asset Management
Minnesota
-$1.33K -12 Closed