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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
SCA
76
Stieven Capital Advisors
Missouri
$346K -$5.29M -212,017 -94%
Wells Fargo
77
Wells Fargo
California
$345K +$49.1K +1,966 +17%
SFI
78
Susquehanna Fundamental Investments
Pennsylvania
$319K
QT
79
Quantbot Technologies
New York
$317K -$105K -4,190 -25%
Deutsche Bank
80
Deutsche Bank
Germany
$306K -$73.8K -2,958 -20%
Wealth Enhancement Advisory Services
81
Wealth Enhancement Advisory Services
Minnesota
$292K -$31.7K -1,272 -11%
MIM
82
MetLife Investment Management
New Jersey
$288K +$3.12K +125 +1%
TRCT
83
Tower Research Capital (TRC)
New York
$284K +$259K +10,368 +1,498%
Mirae Asset Global ETFs Holdings
84
Mirae Asset Global ETFs Holdings
Hong Kong
$280K -$11.2K -449 -4%
Thrivent Financial for Lutherans
85
Thrivent Financial for Lutherans
Minnesota
$267K +$30.4K +1,218 +13%
T. Rowe Price Associates
86
T. Rowe Price Associates
Maryland
$256K +$41.9K +1,681 +20%
State of Wisconsin Investment Board
87
State of Wisconsin Investment Board
Wisconsin
$245K +$32.6K +1,305 +16%
EGM
88
Engineers Gate Manager
New York
$226K -$71.7K -2,875 -25%
SP
89
Stonebrook Private
Michigan
$223K +$424 +17 +0.2%
Carson Wealth (CWM LLC)
90
Carson Wealth (CWM LLC)
Nebraska
$213K -$23.1K -924 -10%
SG Americas Securities
91
SG Americas Securities
New York
$212K +$51.5K +2,063 +33%
BNP Paribas Financial Markets
92
BNP Paribas Financial Markets
France
$155K +$124K +4,966 +462%
PFSRSONJ
93
Police & Firemen's Retirement System of New Jersey
New Jersey
$123K +$27.5K +1,103 +30%
TF
94
Tompkins Financial
New York
$77.6K
ECM
95
EMC Capital Management
Texas
$77K -$102K -4,089 -58%
AF
96
Allworth Financial
California
$73.2K +$64.2K +2,572 +925%
AIP
97
Ameritas Investment Partners
Nebraska
$49.7K
Legal & General Group
98
Legal & General Group
United Kingdom
$46.9K +$5.89K +236 +15%
EWA
99
EverSource Wealth Advisors
Alabama
$44.6K +$37.8K +1,515 +679%
California State Teachers Retirement System (CalSTRS)
100
California State Teachers Retirement System (CalSTRS)
California
$31.8K +$3.49K +140 +13%

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.