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Financial Institutions
FISI

142 hedge funds and large institutions have $444M invested in Financial Institutions in 2025 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 54 increasing their positions, 39 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 10

38% more repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 39

11% more funds holding

Funds holding: 128 → 142 (+14)

6% more capital invested

Capital invested by funds: $418M → $444M (+$26.1M)

0.17% more ownership

Funds ownership: 80.87% → 81.04% (+0.17%)

50% less funds holding in top 10

Funds holding in top 10: 4 → 2 (-2)

Holders
142
Holders Change
+14
Holders Change %
+10.94%
% of All Funds
1.86%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
25
Increased
54
Reduced
39
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
PCA
PL Capital Advisors
Florida
+$11M
2
ProShare Advisors
ProShare Advisors
Maryland
+$5.96M
3
Wellington Management Group
Wellington Management Group
Massachusetts
+$5M
4
Millennium Management
Millennium Management
New York
+$2.5M
5
Two Sigma Investments
Two Sigma Investments
New York
+$2.34M

Top Sellers

Rank Fund Capital Flow
1
FL
Fourthstone LLC
Missouri
-$14M
2
American Century Companies
American Century Companies
Missouri
-$5.3M
3
CC
Courier Capital
New York
-$3.19M
4
CNBT
Canandaigua National Bank & Trust
New York
-$2.67M
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$2.23M
Name Holding Trade Value Shares
Change 		Change in
Stake
KCM
51
Kennedy Capital Management
Missouri
$1.26M +$358K +13,430 +41%
Universal-Beteiligungs- und Servicegesellschaft
52
Universal-Beteiligungs- und Servicegesellschaft
Germany
$1.25M – – –
Ameriprise
53
Ameriprise
Minnesota
$1.13M -$635K -23,800 -36%
Victory Capital Management
54
Victory Capital Management
Texas
$1.07M +$45.4K +1,700 +4%
Invesco
55
Invesco
Georgia
$1.06M +$83.3K +3,124 +9%
UBS Group
56
UBS Group
Switzerland
$1.05M +$123K +4,627 +14%
Jane Street
57
Jane Street
New York
$1.04M +$386K +14,456 +61%
Russell Investments Group
58
Russell Investments Group
United Kingdom
$1.02M +$993K +37,218 +10,367%
N
59
Nuveen
North Carolina
$1.01M – – –
N
60
Numerai
California
$899K +$882K +33,064 New
RhumbLine Advisers
61
RhumbLine Advisers
Massachusetts
$817K -$10.9K -407 -1%
Barclays
62
Barclays
United Kingdom
$804K -$316K -11,836 -29%
YIH
63
Y-Intercept (HK)
Hong Kong
$720K +$218K +8,162 +45%
Rafferty Asset Management
64
Rafferty Asset Management
New York
$663K +$56.8K +2,128 +10%
Franklin Resources
65
Franklin Resources
California
$647K -$5.28K -198 -0.8%
D.E. Shaw & Co
66
D.E. Shaw & Co
New York
$599K +$587K +22,009 New
Prudential Financial
67
Prudential Financial
New Jersey
$531K – – –
EGM
68
Engineers Gate Manager
New York
$521K +$276K +10,329 +117%
GCP
69
GSA Capital Partners
United Kingdom
$497K +$488K +18,274 New
Creative Planning
70
Creative Planning
Kansas
$487K +$22.7K +850 +5%
Marshall Wace
71
Marshall Wace
United Kingdom
$473K +$464K +17,396 New
A
72
AlphaQuest
New York
$444K +$436K +16,335 New
OAM
73
Oxford Asset Management
United Kingdom
$436K +$427K +16,012 New
Wells Fargo
74
Wells Fargo
California
$433K +$66.3K +2,484 +18%
QCM
75
Quantinno Capital Management
New York
$413K +$405K +15,174 New
1 2
3
4 5

FISI Hedge Fund Activity: Q3 2025 in Review

142 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in Financial Institutions (FISI) for Q3 2025, worth a combined $444M — up 6.3% from $418M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new FISI positions and 10 closed out — a net gain of 15 holders — while 54 added to existing stakes and 39 trimmed.

The largest buyer was PL Capital Advisors, adding an estimated $11M. The largest seller was Fourthstone LLC, cutting an estimated $14M.

  • 142 institutional investors held Financial Institutions (FISI) as of Q3 2025, up from 128 in Q2 2025.
  • Funds reported $444M of Financial Institutions stock for Q3 2025, up 6.3% quarter-over-quarter.
  • 25 funds opened new Financial Institutions positions in Q3 2025 and 10 closed out, a net change of +15 holders.
  • The largest Financial Institutions buyer in Q3 2025 was PL Capital Advisors, an estimated $11M added.
  • The largest Financial Institutions seller in Q3 2025 was Fourthstone LLC, an estimated $14M sold.

Based on aggregated 13F filings for Q3 2025.