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Financial Institutions

134 hedge funds and large institutions have $413M invested in Financial Institutions in 2025 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 58 increasing their positions, 40 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
134
Holders Change
-8
Holders Change %
-5.63%
% of All Funds
1.82%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
18
Increased
58
Reduced
40
Closed
25
Calls
Puts
$10K
Net Calls
-$10K
Net Calls Change
-$22K
Name Holding Trade Value Shares
Change
Shares
Change %
ACL
26
Azora Capital LP
Florida
$5.21M -$470K -18,839 -8%
AllianceBernstein
27
AllianceBernstein
Tennessee
$4.93M -$841K -33,684 -15%
Charles Schwab
28
Charles Schwab
California
$4M +$874K +35,015 +28%
Millennium Management
29
Millennium Management
New York
$3.68M +$3.02M +120,954 +459%
BCM
30
Bridgeway Capital Management
Texas
$3.62M +$124K +4,979 +4%
PIP
31
Palisades Investment Partners
California
$3.45M -$9.49K -380 -0.3%
Bank of New York Mellon
32
Bank of New York Mellon
New York
$3.45M +$286K +11,452 +9%
JAM
33
Jacobs Asset Management
New York
$3.11M -$668K -26,760 -18%
ECA
34
Endeavour Capital Advisors
Connecticut
$2.89M +$4.99K +200 +0.2%
MCA
35
Mendon Capital Advisors
Florida
$2.79M +$293K +11,720 +12%
Two Sigma Investments
36
Two Sigma Investments
New York
$2.64M +$433K +17,332 +20%
BFC
37
Banc Funds Company
Illinois
$2.6M
CRC
38
Curi RMB Capital
Illinois
$2.5M +$274K +10,979 +12%
AQR Capital Management
39
AQR Capital Management
Connecticut
$2.43M +$264K +10,590 +12%
Two Sigma Advisers
40
Two Sigma Advisers
New York
$2.22M +$255K +10,200 +13%
Franklin Resources
41
Franklin Resources
California
$2.2M +$254K +10,182 +13%
Arrowstreet Capital
42
Arrowstreet Capital
Massachusetts
$2.16M -$508K -20,361 -19%
SBH
43
Segall Bryant & Hamill
Illinois
$2.03M -$61K -2,445 -3%
BAM
44
Bayview Asset Management
Florida
$2M -$2.29M -91,804 -53%
EF
45
Empowered Funds
Pennsylvania
$1.87M +$124K +4,979 +7%
Ameriprise
46
Ameriprise
Minnesota
$1.86M -$1.51M -60,573 -45%
Goldman Sachs
47
Goldman Sachs
New York
$1.85M -$827K -33,136 -31%
First Trust Advisors
48
First Trust Advisors
Illinois
$1.8M +$347K +13,911 +24%
Federated Hermes
49
Federated Hermes
Pennsylvania
$1.73M -$75 -3 -0%
Prudential Financial
50
Prudential Financial
New Jersey
$1.54M -$3.14M -125,672 -67%