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Pool Corp

724 hedge funds and large institutions have $12.2B invested in Pool Corp in 2025 Q1 according to their latest regulatory filings, with 90 funds opening new positions, 265 increasing their positions, 259 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed

more ownership

Funds ownership:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less funds holding

Funds holding:

7% less capital invested

Capital invested by funds: $13.1B → $12.2B (-$884M)

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

46% less call options, than puts

Call options by funds: $29.4M | Put options by funds: $54.2M

Holders
724
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$29.4M
Puts
$54.2M
Net Calls
Net Calls Change

Top Buyers

1 +$275M
2 +$169M
3 +$145M
4
Pictet Asset Management
Pictet Asset Management
Switzerland
+$51.1M
5
Morgan Stanley
Morgan Stanley
New York
+$50.4M

Top Sellers

1 -$60.7M
2 -$49.9M
3 -$47.8M
4
Neuberger Berman Group
Neuberger Berman Group
New York
-$47.5M
5
Citadel Advisors
Citadel Advisors
Florida
-$46.8M
Name Holding Trade Value Shares
Change
Change in
Stake
NWAG
501
Net Worth Advisory Group
Utah
$279K
AssetMark Inc
502
AssetMark Inc
California
$278K
Carson Wealth (CWM LLC)
503
Carson Wealth (CWM LLC)
Nebraska
$278K
GT
504
Glenmede Trust
Pennsylvania
$276K
DEA
505
DoubleLine ETF Adviser
Florida
$274K
LRWM
506
Lord & Richards Wealth Management
Colorado
$273K
BP
507
Ballentine Partners
Massachusetts
$272K
SCA
508
Summit Creek Advisors
Minnesota
$268K
FGP
509
Freestone Grove Partners
California
$266K
P
510
Pitcairn
Pennsylvania
$264K
CSPIA
511
Cary Street Partners Investment Advisory
Virginia
$264K
EGM
512
Engineers Gate Manager
New York
$263K
BAM
513
Belpointe Asset Management
Nevada
$260K
GI
514
GAMMA Investing
California
$260K
EIP
515
Ellis Investment Partners
Pennsylvania
$256K
BFM
516
Boothbay Fund Management
New York
$253K
SI
517
Stephens Inc
Arkansas
$252K
GWP
518
Gen-Wealth Partners
Michigan
$252K
Northwestern Mutual Wealth Management
519
Northwestern Mutual Wealth Management
Wisconsin
$249K
Jones Financial Companies
520
Jones Financial Companies
Missouri
$248K
OFS
521
OneAscent Financial Services
Alabama
$247K
PW
522
PUREfi Wealth
Massachusetts
$246K
SPIA
523
Steward Partners Investment Advisory
New York
$244K
VI
524
Vestcor Inc
New Brunswick, Canada
$240K
TIM
525
Thompson Investment Management
Wisconsin
$231K