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Pool Corp

702 hedge funds and large institutions have $11.7B invested in Pool Corp in 2025 Q3 according to their latest regulatory filings, with 79 funds opening new positions, 204 increasing their positions, 314 reducing their positions, and 86 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:

7.53% less ownership

Funds ownership: 109.09%101.55% (-7.5%)

35% less repeat investments, than reductions

Existing positions increased: 204 | Existing positions reduced: 314

49% less call options, than puts

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

Holders
702
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 +$112M
2 +$84.5M
3 +$59.3M
4
Morgan Stanley
Morgan Stanley
New York
+$37.3M
5
Goldman Sachs
Goldman Sachs
New York
+$35.6M

Top Sellers

1 -$143M
2 -$91.7M
3 -$89.8M
4
UBS Group
UBS Group
Switzerland
-$72.4M
5
Millennium Management
Millennium Management
New York
-$67.2M
Name Holding Trade Value Shares
Change
Change in
Stake
AP
676
Aspect Partners
Virginia
$1.55K
NFSG
677
Newbridge Financial Services Group
Florida
$1.26K
CWM
678
Crowley Wealth Management
Delaware
$1.24K
BHWM
679
Bay Harbor Wealth Management
Maryland
$1.24K
CCM
680
Cloud Capital Management
Washington
$1K
BWL
681
Bogart Wealth LLC
Virginia
$934
RWM
682
Rialto Wealth Management
New York
$931
KG
683
Kilter Group
New York
$931
BFS
684
Bare Financial Services
Pennsylvania
$930
HIA
685
HFM Investment Advisors
New Jersey
$930
NS
686
NBC Securities
Alabama
$930
Q1WB
687
Quest 10 Wealth Builders
Virginia
$800
SC
688
SouthState Corp
Florida
$621
ADL
689
Asset Dedication LLC
California
$621
JWM
690
JPL Wealth Management
Colorado
$621
PWA
691
Principia Wealth Advisory
Texas
$620
NL
692
NVWM LLC
Pennsylvania
$620
NSIM
693
North Star Investment Management
Illinois
$620
TCB
694
Texas Capital Bancshares
Texas
$620
CPG
695
Cornerstone Planning Group
New Jersey
$552
ICCON
696
Investment Counsel Company of Nevada
Nevada
$311
PWMG
697
Prestige Wealth Management Group
New Jersey
$311
SA
698
Seneschal Advisors
Washington
$311
BLC
699
Brown, Lisle/Cummings
Rhode Island
$310
SFCL
700
Strengthening Families & Communities LLC
Massachusetts
$310