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Pennant Group

185 hedge funds and large institutions have $868M invested in Pennant Group in 2025 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 63 increasing their positions, 64 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less ownership

Funds ownership:

2% less funds holding

Funds holding: 189185 (-4)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $525K

Holders
185
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
$525K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
151
Carson Wealth (CWM LLC)
Nebraska
$18K
C
152
Covestor
United Kingdom
$16K
Osaic Holdings
153
Osaic Holdings
Arizona
$15.1K
CIBC Private Wealth Group
154
CIBC Private Wealth Group
Georgia
$12.7K
PAP
155
Persistent Asset Partners
Hong Kong
$10K
PPC
156
Park Place Capital
Alabama
$9.71K
AWA
157
Acumen Wealth Advisors
Tennessee
$9.32K
API
158
Asset Planning Inc
California
$8.45K
DF
159
DecisionPoint Financial
Arizona
$8.3K
Jones Financial Companies
160
Jones Financial Companies
Missouri
$6.47K
SCM
161
Sterling Capital Management
North Carolina
$6.33K
HCA
162
Harbor Capital Advisors
Illinois
$5K
Optiver Holding
163
Optiver Holding
Netherlands
$3.66K
FFA
164
Farther Finance Advisors
California
$3.32K
PA
165
Parallel Advisors
California
$2.98K
IAIM
166
International Assets Investment Management
Florida
$2.98K
QL
167
Quarry LP
New York
$2.9K
MPWT
168
MassMutual Private Wealth & Trust
Connecticut
$2.67K
S
169
SignatureFD
Georgia
$2.39K
RIL
170
Rothschild Investment LLC
Illinois
$2.11K
CSC
171
Caldwell Sutter Capital
California
$1.41K
Rockefeller Capital Management
172
Rockefeller Capital Management
New York
$1.35K
MCM
173
Manchester Capital Management
Vermont
$986
MB
174
MidFirst Bank
Oklahoma
$985
SAM
175
Smartleaf Asset Management
Massachusetts
$691