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Financial Institutions

150 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, 57 increasing their positions, 43 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more ownership

Funds ownership:

more capital invested

Capital invested by funds: $ → $

1% more funds holding

Funds holding: 149150 (+1)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $339K

Holders
150
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
$339K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Charles Schwab
26
Charles Schwab
California
$5.08M
AQR Capital Management
27
AQR Capital Management
Connecticut
$5.01M
CNC
28
Canandaigua National Corp
New York
$4.91M
PIP
29
Palisades Investment Partners
California
$4.69M
VFT
30
Vanguard Fiduciary Trust
Pennsylvania
$4.01M
Bank of America
31
Bank of America
North Carolina
$3.8M
CC
32
Courier Capital
New York
$3.72M
MCM
33
Maltese Capital Management
New York
$3.71M
Bank of New York Mellon
34
Bank of New York Mellon
New York
$3.65M
EF
35
Empowered Funds
Pennsylvania
$3.21M
CRC
36
Curi RMB Capital
Illinois
$3.17M
MCA
37
Mendon Capital Advisors
Florida
$3.17M
American Century Companies
38
American Century Companies
Missouri
$2.78M
Fidelity Investments
39
Fidelity Investments
Massachusetts
$2.3M
Qube Research & Technologies (QRT)
40
Qube Research & Technologies (QRT)
United Kingdom
$2.14M
New York State Common Retirement Fund
41
New York State Common Retirement Fund
New York
$1.88M
Commonwealth Equity Services
42
Commonwealth Equity Services
Massachusetts
$1.87M
N
43
Nuveen
North Carolina
$1.8M
Verition Fund Management
44
Verition Fund Management
Connecticut
$1.66M
Thrivent Financial for Lutherans
45
Thrivent Financial for Lutherans
Minnesota
$1.66M
SEI Investments
46
SEI Investments
Pennsylvania
$1.63M
BAM
47
Bayview Asset Management
Florida
$1.59M
CCM
48
Cutler Capital Management
Massachusetts
$1.57M
KCM
49
Kennedy Capital Management
Missouri
$1.47M
Universal-Beteiligungs- und Servicegesellschaft
50
Universal-Beteiligungs- und Servicegesellschaft
Germany
$1.46M