FISI icon

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 %
New York State Common Retirement Fund
51
New York State Common Retirement Fund
New York
$1.48M
NL
52
Nuveen LLC
North Carolina
$1.18M +$1.18M +47,237 New
CCM
53
Cutler Capital Management
Massachusetts
$1.17M +$32.4K +1,300 +3%
Universal-Beteiligungs- und Servicegesellschaft
54
Universal-Beteiligungs- und Servicegesellschaft
Germany
$1.15M
Barclays
55
Barclays
United Kingdom
$1.04M -$155K -6,205 -13%
Fidelity Investments
56
Fidelity Investments
Massachusetts
$974K +$35.8K +1,435 +4%
Invesco
57
Invesco
Georgia
$928K -$41.2K -1,650 -4%
Victory Capital Management
58
Victory Capital Management
Texas
$924K +$83.7K +3,355 +10%
Connor, Clark & Lunn Investment Management (CC&L)
59
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$906K -$1.89M -75,813 -68%
Lazard Asset Management
60
Lazard Asset Management
New York
$886K +$163K +6,527 +23%
Susquehanna International Group
61
Susquehanna International Group
Pennsylvania
$651K +$409K +16,386 +169%
Citadel Advisors
62
Citadel Advisors
Florida
$621K +$68.9K +2,761 +12%
RhumbLine Advisers
63
RhumbLine Advisers
Massachusetts
$611K +$28.9K +1,157 +5%
KCM
64
Kennedy Capital Management
Missouri
$600K -$273K -10,948 -31%
UBS Group
65
UBS Group
Switzerland
$564K +$31.3K +1,254 +6%
MAM
66
Martingale Asset Management
Massachusetts
$540K -$884K -35,415 -62%
Bank of America
67
Bank of America
North Carolina
$532K -$145K -5,795 -21%
GLA
68
Great Lakes Advisors
Illinois
$436K -$11.3K -453 -3%
Squarepoint
69
Squarepoint
New York
$417K +$62.3K +2,497 +18%
QT
70
Quantbot Technologies
New York
$413K +$413K +16,532 New
DTL
71
Dynamic Technology Lab
Singapore
$400K +$400K +16,043 New
Jane Street
72
Jane Street
New York
$375K +$375K +15,026 New
Deutsche Bank
73
Deutsche Bank
Germany
$371K -$59.3K -2,374 -14%
SEI Investments
74
SEI Investments
Pennsylvania
$368K +$120K +4,800 +48%
Citigroup
75
Citigroup
New York
$367K +$45.2K +1,810 +14%