We are live on ! Find out more
FHN icon

First Horizon

555 hedge funds and large institutions have $9.31B invested in First Horizon in 2025 Q2 according to their latest regulatory filings, with 59 funds opening new positions, 187 increasing their positions, 211 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

141% more call options, than puts

Call options by funds: $40.3M | Put options by funds: $16.7M

11% more capital invested

Capital invested by funds: $8.41B → $9.31B (+$897M)

2.24% more ownership

Funds ownership: 84.26%86.5% (+2.2%)

9% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 54

0% more funds holding

Funds holding: 553555 (+2)

11% less repeat investments, than reductions

Existing positions increased: 187 | Existing positions reduced: 211

22% less funds holding in top 10

Funds holding in top 10: 97 (-2)

Holders
555
Holders Change
+2
Holders Change %
+0.36%
% of All Funds
7.31%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.09%
New
59
Increased
187
Reduced
211
Closed
54
Calls
$40.3M
Puts
$16.7M
Net Calls
+$23.6M
Net Calls Change
+$12.1M
Name Holding Trade Value Shares
Change
Change in
Stake
SIS
501
Sound Income Strategies
Florida
$8.07K +$19 +1 +0.3%
Optiver Holding
502
Optiver Holding
Netherlands
$7.65K +$6.88K +361 New
MWA
503
Medallion Wealth Advisors
Connecticut
$7.37K
PTC
504
Private Trust Company
Ohio
$6.93K -$6.63K -348 -52%
WB
505
Webster Bank
Connecticut
$6.68K
SS
506
SBI Securities
Japan
$6.64K -$686 -36 -10%
WA
507
Whipplewood Advisors
Colorado
$6.15K +$5.09K +267 +1,161%
Fuller & Thaler Asset Management
508
Fuller & Thaler Asset Management
California
$5.95K -$3.62K -190 -40%
FFO
509
Fortitude Family Office
Arizona
$5.7K -$15.6K -820 -75%
CT
510
Colonial Trust
South Carolina
$5.24K
HNW
511
High Note Wealth
Minnesota
$5K
TPWA
512
Twin Peaks Wealth Advisors
California
$4.89K +$4.25K +223 New
SC
513
SouthState Corp
Florida
$4.88K +$286 +15 +7%
AP
514
Aspect Partners
Virginia
$4.66K
GC
515
GFG Capital
Florida
$4.3K +$3.87K +203 New
CAL
516
Capital Advisors Ltd
Ohio
$4K
PWMG
517
Prestige Wealth Management Group
New Jersey
$3.91K
JFA
518
JNBA Financial Advisors
Minnesota
$3.82K
RAM
519
Riggs Asset Management
Pennsylvania
$3.79K +$3.41K +179 New
RF
520
Rossby Financial
Florida
$3.77K +$3.39K +178 New
S
521
Sachetta
Massachusetts
$3.54K +$1.43K +75 +82%
KA
522
Kozak & Associates
Colorado
$3.17K +$19 +1 +0.7%
HPC
523
HM Payson & Co
Maine
$3.01K
CSPIA
524
Cary Street Partners Investment Advisory
Virginia
$2.95K +$762 +40 +40%
UCB
525
United Community Bank
South Carolina
$2.73K +$2.46K +129 New

FHN Hedge Fund Activity: Q2 2025 in Review

555 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in First Horizon (FHN) for Q2 2025, worth a combined $9.31B — up 11% from $8.41B a quarter earlier.

Buyers outnumbered sellers: 59 funds opened new FHN positions and 54 closed out — a net gain of 5 holders — while 187 added to existing stakes and 211 trimmed.

The largest buyer was Balyasny Asset Management, adding an estimated $76.9M. The largest seller was Bank of New York Mellon, cutting an estimated $61.3M.

  • 555 institutional investors held First Horizon (FHN) as of Q2 2025, up from 553 in Q1 2025.
  • Funds reported $9.31B of First Horizon stock for Q2 2025, up 11% quarter-over-quarter.
  • 59 funds opened new First Horizon positions in Q2 2025 and 54 closed out, a net change of +5 holders.
  • The largest First Horizon buyer in Q2 2025 was Balyasny Asset Management, an estimated $76.9M added.
  • The largest First Horizon seller in Q2 2025 was Bank of New York Mellon, an estimated $61.3M sold.

Based on aggregated 13F filings for Q2 2025.