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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
HCM
526
Hollencrest Capital Management
California
$2.23K +$19 +1 +1%
PWA
527
Physician Wealth Advisors
Utah
$1.89K +$1.7K +89 New
BGAI
528
Bruce G. Allen Investments
Colorado
$1.57K
JWA
529
JFS Wealth Advisors
Pennsylvania
$1.46K -$1.35K -71 -51%
LIM
530
Longfellow Investment Management
Massachusetts
$1.44K
HI
531
Harbour Investments
Wisconsin
$1.36K
CH
532
Cromwell Holdings
Wyoming
$1.34K +$476 +25 +66%
DPW
533
DiNuzzo Private Wealth
Pennsylvania
$1.31K +$210 +11 +22%
M
534
MOTCO
Texas
$1.22K
RWM
535
Rialto Wealth Management
New York
$1.19K -$705 -37 -40%
SC
536
Swan Capital
Florida
$875
RIL
537
Rothschild Investment LLC
Illinois
$848 +$381 +20 +100%
SIC
538
SJS Investment Consulting
Ohio
$844 -$419 -22 -35%
AF
539
Advisornet Financial
Minnesota
$742 +$610 +32 +1,067%
BFS
540
Bare Financial Services
Pennsylvania
$678
HIA
541
HFM Investment Advisors
New Jersey
$657 +$419 +22 +244%
HFS
542
Hughes Financial Services
Virginia
$642 +$572 +30 New
PWM
543
Parkworth Wealth Management
California
$594 +$381 +20 +250%
BWL
544
Bogart Wealth LLC
Virginia
$594 +$534 +28 New
DF
545
DecisionPoint Financial
Arizona
$452 +$400 +21 New
BHWM
546
Bay Harbor Wealth Management
Maryland
$448 +$305 +16 +320%
CA
547
CoreCap Advisors
Michigan
$445 -$210 -11 -34%
WCM
548
WealthTrak Capital Management
Virginia
$424
NC
549
NewSquare Capital
Pennsylvania
$403
PWA
550
Principia Wealth Advisory
Texas
$297

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.