Financial Institutions
FISI
151 hedge funds and large institutions have $503M invested in Financial Institutions in 2026 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 58 increasing their positions, 43 reducing their positions, and 21 closing their positions.
35% more repeat investments, than reductions
Existing positions increased: 58 | Existing positions reduced: 43
29% more first-time investments, than exits
New positions opened: 27 | Existing positions closed: 21
2.4% more ownership
Funds ownership: 78.38% → 80.77% (+2.4%)
2% more capital invested
Capital invested by funds: $492M → $503M (+$10.8M)
1% more funds holding
Funds holding: 150 → 151 (+1)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $339K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Raymond James Financial
St Petersburg,
Florida
|
+$11.2M |
| 2 |
HIM
Hillsdale Investment Management
Toronto,
Ontario, Canada
|
+$7.5M |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$5.69M |
| 4 |
Acadian Asset Management
Boston,
Massachusetts
|
+$4.14M |
| 5 |
Two Sigma Investments
New York
|
+$3.58M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$9.54M |
| 2 |
FL
Fourthstone LLC
St Louis,
Missouri
|
-$7.93M |
| 3 |
RIP
Rhino Investment Partners
West Conshohocken,
Pennsylvania
|
-$6.73M |
| 4 |
Hotchkis & Wiley Capital Management
Los Angeles,
California
|
-$5.12M |
| 5 |
Wellington Management Group
Boston,
Massachusetts
|
-$4.79M |
FISI Hedge Fund Activity: Q1 2026 in Review
151 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Financial Institutions (FISI) for Q1 2026, worth a combined $503M — up 2.2% from $492M a quarter earlier.
Buyers outnumbered sellers: 27 funds opened new FISI positions and 21 closed out — a net gain of 6 holders — while 58 added to existing stakes and 43 trimmed.
The largest buyer was Raymond James Financial, opening a new position worth an estimated $11.2M. The largest seller was Commonwealth Equity Services, cutting an estimated $9.54M.
- 151 institutional investors held Financial Institutions (FISI) as of Q1 2026, up from 150 in Q4 2025.
- Funds reported $503M of Financial Institutions stock for Q1 2026, up 2.2% quarter-over-quarter.
- 27 funds opened new Financial Institutions positions in Q1 2026 and 21 closed out, a net change of +6 holders.
- The largest Financial Institutions buyer in Q1 2026 was Raymond James Financial, an estimated $11.2M added.
- The largest Financial Institutions seller in Q1 2026 was Commonwealth Equity Services, an estimated $9.54M sold.
Based on aggregated 13F filings for Q1 2026.