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Financial Institutions
FISI

Overview Fund Activity

126 hedge funds and large institutions have $417M invested in Financial Institutions in 2025 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 56 increasing their positions, 40 reducing their positions, and 16 closing their positions.

Holders
126
Holders Change
-8
Holders Change %
-5.97%
% of All Funds
1.69%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
9
Increased
56
Reduced
40
Closed
16
Calls
$8K
Puts
$10K
Net Calls
-$2K
Net Calls Change
+$8K

Top Buyers

1
FL
1
Fourthstone LLC
Missouri
$21.7M
2
ProShare Advisors
2
ProShare Advisors
Maryland
$6.07M
3
State Street
3
State Street
Massachusetts
$13.6M
4
PCA
4
PL Capital Advisors
Florida
$35M
5
Goldman Sachs
5
Goldman Sachs
New York
$4.21M

Top Sellers

1
SCA
1
Stieven Capital Advisors
Missouri
$346K
2
ACL
2
Azora Capital LP
Florida
$0
3
American Century Companies
3
American Century Companies
Missouri
$6.45M
4
ECA
4
Endeavour Capital Advisors
Connecticut
$0
5
CC
5
Courier Capital
New York
$6.48M
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$38.3M 1,490,512 -47,642 -3%
PCA
2
PL Capital Advisors
Florida
$35M 1,361,510 +100,500 +8%
Vanguard Group
3
Vanguard Group
Pennsylvania
$27.1M 1,055,188 +23,793 +2%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$25.8M 1,005,153 -55,660 -5%
FL
5
Fourthstone LLC
Missouri
$21.7M 846,661 +299,574 +55%
Adage Capital Partners
6
Adage Capital Partners
Massachusetts
$20M 778,821 +3,650 +0.5%
ACM
7
Ategra Capital Management
Virginia
$14.7M 572,075 – –
Wellington Management Group
8
Wellington Management Group
Massachusetts
$14.1M 549,527 -62,606 -10%
State Street
9
State Street
Massachusetts
$13.6M 523,730 +212,549 +68%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$12.3M 477,865 +27,770 +6%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$10.7M 418,022 +4,718 +1%
Verition Fund Management
12
Verition Fund Management
Connecticut
$10.4M 405,319 -45,172 -10%
Hotchkis & Wiley Capital Management
13
Hotchkis & Wiley Capital Management
California
$9.87M 384,248 +35,770 +10%
JPMorgan Chase & Co
14
JPMorgan Chase & Co
New York
$8.8M 342,834 +12,181 +4%
Renaissance Technologies
15
Renaissance Technologies
New York
$7.73M 301,000 -1,900 -0.6%
CNBT
16
Canandaigua National Bank & Trust
New York
$7.19M 279,830 -215 -0.1%
Acadian Asset Management
17
Acadian Asset Management
Massachusetts
$6.84M 266,544 -41,644 -14%
CC
18
Courier Capital
New York
$6.48M 252,523 -100,061 -28%
Morgan Stanley
19
Morgan Stanley
New York
$6.46M 251,521 +27,664 +12%
American Century Companies
20
American Century Companies
Missouri
$6.45M 251,336 -127,868 -34%
ProShare Advisors
21
ProShare Advisors
Maryland
$6.07M 236,320 +236,320 New
LSV Asset Management
22
LSV Asset Management
Illinois
$6.06M 236,037 -89,720 -28%
RIP
23
Rhino Investment Partners
Pennsylvania
$5.66M 220,245 -92,837 -30%
MCM
24
Maltese Capital Management
New York
$5.65M 220,000 -6,100 -3%
AllianceBernstein
25
AllianceBernstein
Tennessee
$5.32M 207,016 +9,690 +5%
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