776 hedge funds and large institutions have $15.9B invested in Pentair in 2025 Q4 according to their latest regulatory filings, with 112 funds opening new positions, 240 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 (-$889M)

14% less repeat investments, than reductions

Existing positions increased: 240 | Existing positions reduced: 278

33% less funds holding in top 10

Funds holding in top 10: 64 (-2)

Holders
776
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
OFO
826
OneAscent Family Office
Alabama
MIM
827
Marco Investment Management
Georgia
BDFN
828
Bond & Devick Financial Network
Minnesota
VFA
829
Valeo Financial Advisors
Indiana
AG
830
Algert Global
California
LAM
831
Longboard Asset Management
Arizona
PA
832
Profund Advisors
Maryland
NC
833
North Capital
Utah
WANY
834
Wealthspire Advisors (New York)
New York
JWM
835
JPL Wealth Management
Colorado
CCM
836
Cloud Capital Management
Washington
AA
837
Addison Advisors
Vermont
CA
838
Centerpoint Advisors
Massachusetts
CT
839
Clearstead Trust
Maine
GEA
840
Glen Eagle Advisors
New Jersey
TCA
841
Trifecta Capital Advisors
Illinois
AAS
842
Ameritas Advisory Services
Nebraska
TIM
843
Tortoise Investment Management
New York
MAM
844
Marquette Asset Management
Minnesota
PWA
845
Physician Wealth Advisors
Utah
Q1WB
846
Quest 10 Wealth Builders
Virginia
LCM
847
Logan Capital Management
Pennsylvania
RA
848
Rise Advisors
New York
AW
849
Avion Wealth
Texas
HWA
850
Heartwood Wealth Advisors
Virginia