We are live on ! Find out more
FISI icon

Financial Institutions
FISI

134 hedge funds and large institutions have $413M invested in Financial Institutions in 2025 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 59 increasing their positions, 40 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

48% more repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 40

3.62% more ownership

Funds ownership: 78.84% → 82.46% (+3.6%)

0% more funds holding in top 10

Funds holding in top 10: 4 → 4 (0)

1% less capital invested

Capital invested by funds: $419M → $413M (-$5.77M)

6% less funds holding

Funds holding: 142 → 134 (-8)

32% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 25

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $10K

Holders
134
Holders Change
-8
Holders Change %
-5.63%
% of All Funds
1.8%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
17
Increased
59
Reduced
40
Closed
25
Calls
–
Puts
$10K
Net Calls
-$10K
Net Calls Change
-$22K

Top Buyers

Rank Fund Capital Flow
1
PCA
PL Capital Advisors
Florida
+$20.6M
2
Adage Capital Partners
Adage Capital Partners
Massachusetts
+$9.88M
3
JP Morgan Chase
JP Morgan Chase
New York
+$7.27M
4
FL
Fourthstone LLC
Missouri
+$6.18M
5
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
+$5.37M

Top Sellers

Rank Fund Capital Flow
1
BCM
Basswood Capital Management
New York
-$8.32M
2
Prudential Financial
Prudential Financial
New Jersey
-$3.39M
3
EC
EJF Capital
Virginia
-$3.38M
4
PFO
PMC FIG Opportunities
Israel
-$3.1M
5
BAM
Bayview Asset Management
Florida
-$2.48M
Name Holding Trade Value Shares
Change 		Change in
Stake
ACL
26
Azora Capital LP
Florida
$5.21M -$509K -18,839 -8%
AllianceBernstein
27
AllianceBernstein
Tennessee
$4.93M -$910K -33,684 -15%
Charles Schwab
28
Charles Schwab
California
$4M +$945K +35,015 +28%
Millennium Management
29
Millennium Management
New York
$3.68M +$3.27M +120,954 +459%
BCM
30
Bridgeway Capital Management
Texas
$3.62M +$134K +4,979 +4%
PIP
31
Palisades Investment Partners
California
$3.45M -$10.3K -380 -0.3%
Bank of New York Mellon
32
Bank of New York Mellon
New York
$3.45M +$309K +11,452 +9%
JAM
33
Jacobs Asset Management
New York
$3.11M -$723K -26,760 -18%
ECA
34
Endeavour Capital Advisors
Connecticut
$2.89M +$5.4K +200 +0.2%
MCA
35
Mendon Capital Advisors
Florida
$2.79M +$316K +11,720 +12%
Two Sigma Investments
36
Two Sigma Investments
New York
$2.64M +$468K +17,332 +20%
BFC
37
Banc Funds Company
Illinois
$2.6M – – –
CRC
38
Curi RMB Capital
Illinois
$2.5M +$296K +10,979 +12%
AQR Capital Management
39
AQR Capital Management
Connecticut
$2.43M +$286K +10,590 +12%
Two Sigma Advisers
40
Two Sigma Advisers
New York
$2.22M +$275K +10,200 +13%
Franklin Resources
41
Franklin Resources
California
$2.2M +$275K +10,182 +13%
Arrowstreet Capital
42
Arrowstreet Capital
Massachusetts
$2.16M -$550K -20,361 -19%
SBH
43
Segall Bryant & Hamill
Illinois
$2.03M -$66K -2,445 -3%
BAM
44
Bayview Asset Management
Florida
$2M -$2.48M -91,804 -53%
EF
45
Empowered Funds
Pennsylvania
$1.87M +$134K +4,979 +7%
Ameriprise
46
Ameriprise
Minnesota
$1.86M -$1.64M -60,573 -45%
Goldman Sachs
47
Goldman Sachs
New York
$1.85M -$895K -33,136 -31%
First Trust Advisors
48
First Trust Advisors
Illinois
$1.8M +$376K +13,911 +24%
Federated Hermes
49
Federated Hermes
Pennsylvania
$1.73M -$81 -3 -0%
Prudential Financial
50
Prudential Financial
New Jersey
$1.54M -$3.39M -125,672 -67%
1
2
3 4 5

FISI Hedge Fund Activity: Q1 2025 in Review

134 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Financial Institutions (FISI) for Q1 2025, worth a combined $413M — down 1.4% from $419M a quarter earlier.

Sellers outnumbered buyers: 25 funds closed out of FISI and 17 opened new positions — a net loss of 8 holders — while 40 trimmed existing stakes and 59 added.

The largest buyer was PL Capital Advisors, adding an estimated $20.6M. The largest seller was Basswood Capital Management, exiting entirely with an estimated $8.32M sold.

  • 134 institutional investors held Financial Institutions (FISI) as of Q1 2025, down from 142 in Q4 2024.
  • Funds reported $413M of Financial Institutions stock for Q1 2025, down 1.4% quarter-over-quarter.
  • 17 funds opened new Financial Institutions positions in Q1 2025 and 25 closed out, a net change of -8 holders.
  • The largest Financial Institutions buyer in Q1 2025 was PL Capital Advisors, an estimated $20.6M added.
  • The largest Financial Institutions seller in Q1 2025 was Basswood Capital Management, an estimated $8.32M sold.

Based on aggregated 13F filings for Q1 2025.