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Financial Institutions
FISI

Overview Fund Activity

127 hedge funds and large institutions have $418M invested in Financial Institutions in 2025 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 57 increasing their positions, 40 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
127
Holders Change
-7
Holders Change %
-5.22%
% of All Funds
1.7%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
9
Increased
57
Reduced
40
Closed
16
Calls
$8K
Puts
$10K
Net Calls
-$2K
Net Calls Change
+$8K

Top Buyers

1
FL
Fourthstone LLC
Missouri
$21.7M
2
ProShare Advisors
ProShare Advisors
Maryland
$6.07M
3
State Street
State Street
Massachusetts
$13.6M
4
PCA
PL Capital Advisors
Florida
$35M
5
Goldman Sachs
Goldman Sachs
New York
$4.21M

Top Sellers

1
SCA
Stieven Capital Advisors
Missouri
$346K
2
ACL
Azora Capital LP
Florida
$0
3
American Century Companies
American Century Companies
Missouri
$6.45M
4
ECA
Endeavour Capital Advisors
Connecticut
$0
5
CC
Courier Capital
New York
$6.48M
Name Holding Trade Value Shares
Change 		Shares
Change %
Universal-Beteiligungs- und Servicegesellschaft
51
Universal-Beteiligungs- und Servicegesellschaft
Germany
$1.18M – – –
JAM
52
Jacobs Asset Management
New York
$1.1M -$2.1M -81,944 -66%
Barclays
53
Barclays
United Kingdom
$1.06M -$7.55K -294 -0.7%
Fidelity Investments
54
Fidelity Investments
Massachusetts
$1.04M +$42.6K +1,657 +4%
Victory Capital Management
55
Victory Capital Management
Texas
$971K +$20.5K +800 +2%
NL
56
Nuveen LLC
North Carolina
$951K -$262K -10,211 -22%
Invesco
57
Invesco
Georgia
$925K -$30K -1,167 -3%
UBS Group
58
UBS Group
Switzerland
$868K +$288K +11,201 +50%
KCM
59
Kennedy Capital Management
Missouri
$845K +$228K +8,866 +37%
Citadel Advisors
60
Citadel Advisors
Florida
$843K +$205K +7,964 +32%
Susquehanna International Group
61
Susquehanna International Group
Pennsylvania
$842K +$172K +6,705 +26%
DTL
62
Dynamic Technology Lab
Singapore
$817K +$405K +15,768 +98%
RhumbLine Advisers
63
RhumbLine Advisers
Massachusetts
$782K +$153K +5,970 +24%
Franklin Resources
64
Franklin Resources
California
$616K -$1.65M -64,155 -73%
Jane Street
65
Jane Street
New York
$612K +$226K +8,802 +59%
Citigroup
66
Citigroup
New York
$580K +$203K +7,894 +54%
Rafferty Asset Management
67
Rafferty Asset Management
New York
$571K +$571K +22,245 New
Royal Bank of Canada
68
Royal Bank of Canada
Ontario, Canada
$503K +$193K +7,486 +62%
Prudential Financial
69
Prudential Financial
New Jersey
$501K -$1.09M -42,253 -68%
YIH
70
Y-Intercept (HK)
Hong Kong
$470K +$470K +18,302 New
Creative Planning
71
Creative Planning
Kansas
$438K +$97.8K +3,809 +29%
JF
72
Jump Financial
Illinois
$429K +$218K +8,504 +104%
GLA
73
Great Lakes Advisors
Illinois
$387K -$62.3K -2,426 -14%
SEI Investments
74
SEI Investments
Pennsylvania
$381K +$2.34K +91 +0.6%
CSS
75
Cubist Systematic Strategies
Connecticut
$377K +$377K +14,695 New
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