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Financial Institutions

128 hedge funds and large institutions have $418M invested in Financial Institutions in 2025 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 56 increasing their positions, 41 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

37% more repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 41

1% more capital invested

Capital invested by funds: $413M → $418M (+$4.42M)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

1.58% less ownership

Funds ownership: 82.46%80.87% (-1.6%)

4% less funds holding

Funds holding: 134128 (-6)

20% less call options, than puts

Call options by funds: $8K | Put options by funds: $10K

38% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 16

Holders
128
Holders Change
-6
Holders Change %
-4.48%
% of All Funds
1.69%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
10
Increased
56
Reduced
41
Closed
16
Calls
$8K
Puts
$10K
Net Calls
-$2K
Net Calls Change
+$8K
Name Holding Trade Value Shares
Change
Change in
Stake
Universal-Beteiligungs- und Servicegesellschaft
51
Universal-Beteiligungs- und Servicegesellschaft
Germany
$1.18M
JAM
52
Jacobs Asset Management
New York
$1.1M -$2.04M -81,944 -66%
Barclays
53
Barclays
United Kingdom
$1.06M -$7.34K -294 -0.7%
Fidelity Investments
54
Fidelity Investments
Massachusetts
$1.04M +$41.4K +1,657 +4%
Victory Capital Management
55
Victory Capital Management
Texas
$971K +$20K +800 +2%
N
56
Nuveen
North Carolina
$951K -$255K -10,211 -22%
Invesco
57
Invesco
Georgia
$925K -$29.1K -1,167 -3%
UBS Group
58
UBS Group
Switzerland
$868K +$280K +11,201 +50%
KCM
59
Kennedy Capital Management
Missouri
$845K +$221K +8,866 +37%
Citadel Advisors
60
Citadel Advisors
Florida
$843K +$199K +7,964 +32%
Susquehanna International Group
61
Susquehanna International Group
Pennsylvania
$842K +$167K +6,705 +26%
DTL
62
Dynamic Technology Lab
Singapore
$817K +$393K +15,768 +98%
RhumbLine Advisers
63
RhumbLine Advisers
Massachusetts
$782K +$149K +5,970 +24%
Franklin Resources
64
Franklin Resources
California
$616K -$1.6M -64,155 -73%
Jane Street
65
Jane Street
New York
$612K +$220K +8,802 +59%
Citigroup
66
Citigroup
New York
$580K +$197K +7,894 +54%
Rafferty Asset Management
67
Rafferty Asset Management
New York
$571K +$555K +22,245 New
Royal Bank of Canada
68
Royal Bank of Canada
Ontario, Canada
$503K +$187K +7,486 +62%
Prudential Financial
69
Prudential Financial
New Jersey
$501K -$1.05M -42,253 -68%
YIH
70
Y-Intercept (HK)
Hong Kong
$470K +$457K +18,302 New
Creative Planning
71
Creative Planning
Kansas
$438K +$95.1K +3,809 +29%
JF
72
Jump Financial
Illinois
$429K +$212K +8,504 +104%
GLA
73
Great Lakes Advisors
Illinois
$387K -$60.5K -2,426 -14%
SEI Investments
74
SEI Investments
Pennsylvania
$381K +$2.27K +91 +0.6%
CSS
75
Cubist Systematic Strategies
Connecticut
$377K +$367K +14,695 New

FISI Hedge Fund Activity: Q2 2025 in Review

128 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Financial Institutions (FISI) for Q2 2025, worth a combined $418M — up 1.1% from $413M a quarter earlier.

Sellers outnumbered buyers: 16 funds closed out of FISI and 10 opened new positions — a net loss of 6 holders — while 41 trimmed existing stakes and 56 added.

The largest buyer was Fourthstone LLC, adding an estimated $7.48M. The largest seller was Stieven Capital Advisors, cutting an estimated $5.29M.

  • 128 institutional investors held Financial Institutions (FISI) as of Q2 2025, down from 134 in Q1 2025.
  • Funds reported $418M of Financial Institutions stock for Q2 2025, up 1.1% quarter-over-quarter.
  • 10 funds opened new Financial Institutions positions in Q2 2025 and 16 closed out, a net change of -6 holders.
  • The largest Financial Institutions buyer in Q2 2025 was Fourthstone LLC, an estimated $7.48M added.
  • The largest Financial Institutions seller in Q2 2025 was Stieven Capital Advisors, an estimated $5.29M sold.

Based on aggregated 13F filings for Q2 2025.