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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
Holders
724
Holders Change
-8
Holders Change %
-1.09%
% of All Funds
9.83%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.04%
New
90
Increased
265
Reduced
259
Closed
86
Calls
$29.4M
Puts
$54.2M
Net Calls
-$24.8M
Net Calls Change
+$16.1M
Name Holding Trade Value Shares
Change
Shares
Change %
NWAG
501
Net Worth Advisory Group
Utah
$279K +$54.4K +171 +24%
AssetMark Inc
502
AssetMark Inc
California
$278K +$36.6K +115 +15%
Carson Wealth (CWM LLC)
503
Carson Wealth (CWM LLC)
Nebraska
$278K +$7.33K +23 +3%
GT
504
Glenmede Trust
Pennsylvania
$276K -$144K -453 -34%
DEA
505
DoubleLine ETF Adviser
Florida
$274K +$274K +861 New
LRWM
506
Lord & Richards Wealth Management
Colorado
$273K +$273K +858 New
BP
507
Ballentine Partners
Massachusetts
$272K +$22.9K +72 +9%
SCA
508
Summit Creek Advisors
Minnesota
$268K +$1.27K +4 +0.5%
FGP
509
Freestone Grove Partners
California
$266K +$266K +835 New
P
510
Pitcairn
Pennsylvania
$264K -$28.3K -89 -10%
CSPIA
511
Cary Street Partners Investment Advisory
Virginia
$264K +$58.3K +183 +28%
EGM
512
Engineers Gate Manager
New York
$263K +$263K +826 New
BAM
513
Belpointe Asset Management
Nevada
$260K -$22.3K -70 -8%
GI
514
GAMMA Investing
California
$260K +$14K +44 +6%
EIP
515
Ellis Investment Partners
Pennsylvania
$256K
BFM
516
Boothbay Fund Management
New York
$253K +$253K +795 New
SI
517
Stephens Inc
Arkansas
$252K
GWP
518
Gen-Wealth Partners
Michigan
$252K +$955 +3 +0.4%
Northwestern Mutual Wealth Management
519
Northwestern Mutual Wealth Management
Wisconsin
$249K -$88.3K -277 -26%
Jones Financial Companies
520
Jones Financial Companies
Missouri
$248K +$630 +2 +0.3%
OFS
521
OneAscent Financial Services
Alabama
$247K -$21.3K -67 -8%
PW
522
PUREfi Wealth
Massachusetts
$246K +$12.1K +38 +5%
SPIA
523
Steward Partners Investment Advisory
New York
$244K -$65.9K -207 -21%
VI
524
Vestcor Inc
New Brunswick, Canada
$240K
TIM
525
Thompson Investment Management
Wisconsin
$231K