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Pool Corp

705 hedge funds and large institutions have $11.8B invested in Pool Corp in 2025 Q3 according to their latest regulatory filings, with 79 funds opening new positions, 204 increasing their positions, 315 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

2% less capital invested

Capital invested by funds: $12B → $11.8B (-$208M)

8% less first-time investments, than exits

New positions opened: 79 | Existing positions closed: 86

2% less funds holding

Funds holding: 719705 (-14)

7.54% less ownership

Funds ownership: 109.16%101.62% (-7.5%)

35% less repeat investments, than reductions

Existing positions increased: 204 | Existing positions reduced: 315

49% less call options, than puts

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

Holders
705
Holders Change
-14
Holders Change %
-1.95%
% of All Funds
9.25%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
79
Increased
204
Reduced
315
Closed
86
Calls
$38.9M
Puts
$75.7M
Net Calls
-$36.8M
Net Calls Change
-$25.7M
Name Holding Trade Value Shares
Change
Change in
Stake
LFG
676
Larson Financial Group
Missouri
$1.86K
WW
677
Winnow Wealth
Texas
$1.55K +$1.57K +5 New
AP
678
Aspect Partners
Virginia
$1.55K +$1.57K +5 New
GA
679
Guerra Advisors
Florida
$1.55K +$1.57K +5 New
NFSG
680
Newbridge Financial Services Group
Florida
$1.26K
CWM
681
Crowley Wealth Management
Delaware
$1.24K
BHWM
682
Bay Harbor Wealth Management
Maryland
$1.24K +$313 +1 +33%
CCM
683
Cloud Capital Management
Washington
$1K +$1.57K +5 New
BWL
684
Bogart Wealth LLC
Virginia
$934
KG
685
Kilter Group
New York
$931 +$313 +1 +50%
RWM
686
Rialto Wealth Management
New York
$931 +$313 +1 +50%
BFS
687
Bare Financial Services
Pennsylvania
$930 -$627 -2 -40%
HIA
688
HFM Investment Advisors
New Jersey
$930
NS
689
NBC Securities
Alabama
$930 +$940 +3 New
Q1WB
690
Quest 10 Wealth Builders
Virginia
$800 +$627 +2 +200%
SC
691
SouthState Corp
Florida
$621 -$940 -3 -60%
ADL
692
Asset Dedication LLC
California
$621
JWM
693
JPL Wealth Management
Colorado
$621 +$627 +2 New
NSIM
694
North Star Investment Management
Illinois
$620
NL
695
NVWM LLC
Pennsylvania
$620
PWA
696
Principia Wealth Advisory
Texas
$620
TCB
697
Texas Capital Bancshares
Texas
$620 +$627 +2 New
CPG
698
Cornerstone Planning Group
New Jersey
$552 -$940 -3 -38%
ICCON
699
Investment Counsel Company of Nevada
Nevada
$311
PWMG
700
Prestige Wealth Management Group
New Jersey
$311 +$313 +1 New