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Pool Corp
POOL

Overview Fund Activity

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

Top Buyers

1
Berkshire Hathaway
Berkshire Hathaway
Nebraska
+$275M
2
Mawer Investment Management
Mawer Investment Management
Alberta, Canada
+$169M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$145M
4
Pictet Asset Management
Pictet Asset Management
Switzerland
+$51.1M
5
Morgan Stanley
Morgan Stanley
New York
+$50.4M

Top Sellers

1
William Blair & Company
William Blair & Company
Illinois
-$60.7M
2
Bessemer Group
Bessemer Group
New Jersey
-$49.9M
3
Deutsche Bank
Deutsche Bank
Germany
-$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 		Shares
Change %
FCAS
701
First Command Advisory Services
Texas
$955 +$955 +3 New
CPG
702
Cornerstone Planning Group
New Jersey
$928 +$619 +2 +200%
MA
703
Montag & Associates
Georgia
$885 – – –
TIM
704
Tortoise Investment Management
New York
$637 -$65.6K -206 -99%
ADL
705
Asset Dedication LLC
California
$637 – – –
CIA
706
Cape Investment Advisory
Georgia
$637 – – –
NC
707
NewSquare Capital
Pennsylvania
$637 +$637 +2 New
PWA
708
Principia Wealth Advisory
Texas
$627 – – –
WCM
709
WealthTrak Capital Management
Virginia
$319 -$319 -1 -50%
ICCON
710
Investment Counsel Company of Nevada
Nevada
$319 – – –
ACA
711
American Capital Advisory
Idaho
$319 +$319 +1 New
HIA
712
HFM Investment Advisors
New Jersey
$319 +$319 +1 New
PWM
713
Parkworth Wealth Management
California
$318 – – –
CWC
714
Carolinas Wealth Consulting
North Carolina
$318 – – –
SFCL
715
Strengthening Families & Communities LLC
Massachusetts
$318 – – –
BHWM
716
Bay Harbor Wealth Management
Maryland
$318 +$318 +1 New
BLC
717
Brown, Lisle/Cummings
Rhode Island
$318 +$318 +1 New
HFS
718
Horizon Financial Services
North Carolina
$318 +$318 +1 New
AA
719
Ancora Advisors
Ohio
$318 +$318 +1 New
HFS
720
Hughes Financial Services
Virginia
$318 +$318 +1 New
WA
721
WestEnd Advisors
North Carolina
$318 +$318 +1 New
WW
722
Winnow Wealth
Texas
$295 – – –
Q1WB
723
Quest 10 Wealth Builders
Virginia
$185 +$185 +1 New
Norges Bank
724
Norges Bank
Norway
– -$36.2M -106,186 Closed
MGM
725
Manchester Global Management
United Kingdom
– -$11.7M -34,300 Closed
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