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Pennant Group

174 hedge funds and large institutions have $911M invested in Pennant Group in 2025 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 60 increasing their positions, 57 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more capital invested

Capital invested by funds: $764M → $911M (+$148M)

1.15% more ownership

Funds ownership: 88.18%89.33% (+1.1%)

5% more repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 57

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

4% less funds holding

Funds holding: 181174 (-7)

17% less first-time investments, than exits

New positions opened: 24 | Existing positions closed: 29

Holders
174
Holders Change
-7
Holders Change %
-3.87%
% of All Funds
2.29%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
24
Increased
60
Reduced
57
Closed
29
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PPC
151
Park Place Capital
Alabama
$14.7K
Comerica Bank
152
Comerica Bank
Texas
$13.9K +$521 +19 +4%
CIBC Private Wealth Group
153
CIBC Private Wealth Group
Georgia
$13.5K
Carson Wealth (CWM LLC)
154
Carson Wealth (CWM LLC)
Nebraska
$13K +$5.84K +213 +96%
GI
155
GAMMA Investing
California
$10.3K +$768 +28 +9%
API
156
Asset Planning Inc
California
$8.96K
DF
157
DecisionPoint Financial
Arizona
$7.97K +$8.09K +295 New
Jones Financial Companies
158
Jones Financial Companies
Missouri
$6.85K
BIG
159
Brooklyn Investment Group
New York
$3.1K -$6.15K -224 -68%
FFA
160
Farther Finance Advisors
California
$2.98K
MPWT
161
MassMutual Private Wealth & Trust
Connecticut
$2.92K
SCM
162
Sterling Capital Management
North Carolina
$2.45K +$1.29K +47 +134%
RIL
163
Rothschild Investment LLC
Illinois
$2.39K +$412 +15 +23%
PA
164
Parallel Advisors
California
$2.24K
CSC
165
Caldwell Sutter Capital
California
$1.49K
EWA
166
EverSource Wealth Advisors
Alabama
$1.01K +$933 +34 New
CIAM
167
Caitong International Asset Management
Hong Kong
$746 -$274 -10 -29%
SIS
168
Sound Income Strategies
Florida
$746
IA
169
IFP Advisors
Florida
$627 +$412 +15 New
FMII
170
Farmers & Merchants Investments Inc
Nebraska
$597
GIM
171
Glenmede Investment Management
Pennsylvania
$477 +$439 +16 New
AF
172
Allworth Financial
California
$389 +$357 +13 New
TWD
173
True Wealth Design
Ohio
$329
S
174
SignatureFD
Georgia
$209 +$192 +7 New
TC
175
Truvestments Capital
Florida
$14

PNTG Hedge Fund Activity: Q2 2025 in Review

174 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Pennant Group (PNTG) for Q2 2025, worth a combined $911M — up 19% from $764M a quarter earlier.

Sellers outnumbered buyers: 29 funds closed out of PNTG and 24 opened new positions — a net loss of 5 holders — while 57 trimmed existing stakes and 60 added.

The largest buyer was Ophir Asset Management, adding an estimated $23.1M. The largest seller was 8 Knots Management, cutting an estimated $9.91M.

  • 174 institutional investors held Pennant Group (PNTG) as of Q2 2025, down from 181 in Q1 2025.
  • Funds reported $911M of Pennant Group stock for Q2 2025, up 19% quarter-over-quarter.
  • 24 funds opened new Pennant Group positions in Q2 2025 and 29 closed out, a net change of -5 holders.
  • The largest Pennant Group buyer in Q2 2025 was Ophir Asset Management, an estimated $23.1M added.
  • The largest Pennant Group seller in Q2 2025 was 8 Knots Management, an estimated $9.91M sold.

Based on aggregated 13F filings for Q2 2025.