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Pool Corp

695 hedge funds and large institutions have $11.7B invested in Pool Corp in 2025 Q3 according to their latest regulatory filings, with 80 funds opening new positions, 201 increasing their positions, 310 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:

7.54% less ownership

Funds ownership: 109.07%101.53% (-7.5%)

35% less repeat investments, than reductions

Existing positions increased: 201 | Existing positions reduced: 310

49% less call options, than puts

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

Holders
695
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
CCM
676
Cloud Capital Management
Washington
$1K
BWL
677
Bogart Wealth LLC
Virginia
$934
RWM
678
Rialto Wealth Management
New York
$931
BFS
679
Bare Financial Services
Pennsylvania
$930
HIA
680
HFM Investment Advisors
New Jersey
$930
NS
681
NBC Securities
Alabama
$930
Q1WB
682
Quest 10 Wealth Builders
Virginia
$800
SC
683
SouthState Corp
Florida
$621
ADL
684
Asset Dedication LLC
California
$621
JWM
685
JPL Wealth Management
Colorado
$621
NL
686
NVWM LLC
Pennsylvania
$620
NSIM
687
North Star Investment Management
Illinois
$620
TCB
688
Texas Capital Bancshares
Texas
$620
CPG
689
Cornerstone Planning Group
New Jersey
$552
ICCON
690
Investment Counsel Company of Nevada
Nevada
$311
PWMG
691
Prestige Wealth Management Group
New Jersey
$311
SA
692
Seneschal Advisors
Washington
$311
SFCL
693
Strengthening Families & Communities LLC
Massachusetts
$310
BLC
694
Brown, Lisle/Cummings
Rhode Island
$310
PMFA
695
Plante Moran Financial Advisors
Michigan
$310
DF
696
Dunhill Financial
United Kingdom
$221
Norges Bank
697
Norges Bank
Norway
EIP
698
Epoch Investment Partners
New York
PFM
699
Premier Fund Managers
United Kingdom
N
700
Natixis
France