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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 %
TI
76
Trexquant Investment
Connecticut
$346K +$346K +13,869 New
Creative Planning
77
Creative Planning
Kansas
$331K +$75.6K +3,029 +30%
SFI
78
Susquehanna Fundamental Investments
Pennsylvania
$310K +$310K +12,437 New
Royal Bank of Canada
79
Royal Bank of Canada
Ontario, Canada
$301K -$71.8K -2,871 -19%
Wealth Enhancement Advisory Services
80
Wealth Enhancement Advisory Services
Minnesota
$298K -$68.4K -2,739 -19%
EGM
81
Engineers Gate Manager
New York
$292K +$292K +11,694 New
Wells Fargo
82
Wells Fargo
California
$287K +$58.8K +2,357 +26%
Mirae Asset Global ETFs Holdings
83
Mirae Asset Global ETFs Holdings
Hong Kong
$283K +$65.3K +2,617 +30%
MIM
84
MetLife Investment Management
New Jersey
$277K +$66.9K +2,680 +32%
ASN
85
Advisory Services Network
Georgia
$248K +$248K +9,937 New
CF
86
Corebridge Financial
Texas
$234K +$45.6K +1,828 +24%
IIM
87
INTECH Investment Management
Florida
$230K +$230K +9,230 New
Carson Wealth (CWM LLC)
88
Carson Wealth (CWM LLC)
Nebraska
$230K +$17.2K +688 +8%
Thrivent Financial for Lutherans
89
Thrivent Financial for Lutherans
Minnesota
$229K -$802K -32,172 -78%
SP
90
Stonebrook Private
Michigan
$217K +$374 +15 +0.2%
CC
91
Centiva Capital
New York
$214K +$214K +8,586 New
T. Rowe Price Associates
92
T. Rowe Price Associates
Maryland
$207K +$207K +8,259 New
State of Wisconsin Investment Board
93
State of Wisconsin Investment Board
Wisconsin
$205K +$205K +8,223 New
JF
94
Jump Financial
Illinois
$205K +$205K +8,196 New
ECM
95
EMC Capital Management
Texas
$177K
SG Americas Securities
96
SG Americas Securities
New York
$155K -$30.5K -1,219 -16%
PFSRSONJ
97
Police & Firemen's Retirement System of New Jersey
New Jersey
$92.4K
TF
98
Tompkins Financial
New York
$75.4K
Osaic Holdings
99
Osaic Holdings
Arizona
$71.7K -$3.6K -144 -5%
AIP
100
Ameritas Investment Partners
Nebraska
$48.3K +$14.4K +576 +42%