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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 %
Northern Trust
26
Northern Trust
Illinois
$4.45M 173,266 -45,824 -21%
Goldman Sachs
27
Goldman Sachs
New York
$4.21M 164,085 +90,088 +122%
Charles Schwab
28
Charles Schwab
California
$4.15M 161,438 +1,100 +0.7%
BCM
29
Bridgeway Capital Management
Texas
$3.72M 144,892 +51 +0%
Bank of New York Mellon
30
Bank of New York Mellon
New York
$3.57M 138,964 +861 +0.6%
PIP
31
Palisades Investment Partners
California
$3.52M 136,916 -1,231 -0.9%
MCA
32
Mendon Capital Advisors
Florida
$2.88M 112,044 +324 +0.3%
BFC
33
Banc Funds Company
Illinois
$2.67M 104,000 – –
CRC
34
Curi RMB Capital
Illinois
$2.57M 100,000 – –
Arrowstreet Capital
35
Arrowstreet Capital
Massachusetts
$2.54M 98,921 +12,503 +14%
Millennium Management
36
Millennium Management
New York
$2.34M 90,992 -56,340 -38%
Two Sigma Investments
37
Two Sigma Investments
New York
$2.25M 87,774 -18,180 -17%
BAM
38
Bayview Asset Management
Florida
$2.25M 87,584 +7,499 +9%
AQR Capital Management
39
AQR Capital Management
Connecticut
$2.24M 87,272 -9,934 -10%
Two Sigma Advisers
40
Two Sigma Advisers
New York
$2.06M 80,387 -8,600 -10%
First Trust Advisors
41
First Trust Advisors
Illinois
$2M 77,847 +5,652 +8%
EF
42
Empowered Funds
Pennsylvania
$1.92M 74,892 +51 +0.1%
SBH
43
Segall Bryant & Hamill
Illinois
$1.86M 72,489 -8,752 -11%
Federated Hermes
44
Federated Hermes
Pennsylvania
$1.78M 69,125 -149 -0.2%
OSAM
45
O'Shaughnessy Asset Management
Connecticut
$1.74M 67,914 +67,914 New
Ameriprise
46
Ameriprise
Minnesota
$1.68M 65,327 -9,318 -12%
TI
47
Trexquant Investment
Connecticut
$1.64M 64,054 +50,185 +362%
New York State Common Retirement Fund
48
New York State Common Retirement Fund
New York
$1.53M 59,415 – –
Bank of America
49
Bank of America
North Carolina
$1.34M 52,028 +30,700 +144%
CCM
50
Cutler Capital Management
Massachusetts
$1.23M 47,925 +900 +2%
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