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Pool Corp

690 hedge funds and large institutions have $11.7B invested in Pool Corp in 2025 Q3 according to their latest regulatory filings, with 81 funds opening new positions, 198 increasing their positions, 307 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

less capital invested

Capital invested by funds: $ → $

less first-time investments, than exits

New positions opened: | Existing positions closed:

less funds holding

Funds holding:

7.57% less ownership

Funds ownership: 109%101.43% (-7.6%)

36% less repeat investments, than reductions

Existing positions increased: 198 | Existing positions reduced: 307

49% less call options, than puts

Call options by funds: $38.9M | Put options by funds: $75.7M

Holders
690
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
$38.9M
Puts
$75.7M
Net Calls
Net Calls Change

Top Buyers

1 +$111M
2 +$83.6M
3 +$58.7M
4
Morgan Stanley
Morgan Stanley
New York
+$36.9M
5
Goldman Sachs
Goldman Sachs
New York
+$35.2M

Top Sellers

1 -$142M
2 -$90.7M
3 -$88.9M
4
UBS Group
UBS Group
Switzerland
-$71.7M
5
Millennium Management
Millennium Management
New York
-$66.5M
Name Holding Trade Value Shares
Change
Change in
Stake
Wealth Enhancement Advisory Services
301
Wealth Enhancement Advisory Services
Minnesota
$1.09M
OBAM
302
ODDO BHF Asset Management
France
$1.08M
SWGC
303
Summit Wealth Group (Colorado)
Colorado
$1.05M
OSAM
304
O'Shaughnessy Asset Management
Connecticut
$1.04M
Empower Advisory Group
305
Empower Advisory Group
Colorado
$1.04M
IAS
306
Investment Advisory Services
Texas
$1.04M
Luther King Capital Management (LKCM)
307
Luther King Capital Management (LKCM)
Texas
$1.03M
RC
308
Roundview Capital
New Jersey
$1.02M
CL
309
CIM LLC
New York
$1.02M
MPPW
310
Mitchell & Pahl Private Wealth
Oklahoma
$1M
MWM
311
Meridian Wealth Management
Kentucky
$993K
LFAS
312
Level Four Advisory Services
Texas
$971K
PAS
313
Park Avenue Securities
New York
$964K
PAG
314
Private Advisor Group
New Jersey
$957K
Mirae Asset Global ETFs Holdings
315
Mirae Asset Global ETFs Holdings
Hong Kong
$954K
CFM
316
Catalyst Funds Management
Australia
$930K
Rafferty Asset Management
317
Rafferty Asset Management
New York
$909K
Envestnet Portfolio Solutions
318
Envestnet Portfolio Solutions
Illinois
$881K
PWG
319
Portside Wealth Group
Utah
$880K
GWM
320
Gibbs Wealth Management
Georgia
$878K
Janus Henderson Group
321
Janus Henderson Group
United Kingdom
$871K
OQS
322
Occudo Quantitative Strategies
Florida
$856K
SLI
323
Sumitomo Life Insurance
Japan
$850K
DDC
324
DF Dent & Co
Maryland
$847K
VPIM
325
Vanguard Personalized Indexing Management
California
$842K