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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 %
SCA
76
Stieven Capital Advisors
Missouri
$346K -$5.44M -212,017 -94%
Wells Fargo
77
Wells Fargo
California
$345K +$50.5K +1,966 +17%
SFI
78
Susquehanna Fundamental Investments
Pennsylvania
$319K – – –
QT
79
Quantbot Technologies
New York
$317K -$108K -4,190 -25%
Deutsche Bank
80
Deutsche Bank
Germany
$306K -$76K -2,958 -20%
Wealth Enhancement Advisory Services
81
Wealth Enhancement Advisory Services
Minnesota
$292K -$34.9K -1,272 -11%
MIM
82
MetLife Investment Management
New Jersey
$288K +$3.21K +125 +1%
TRCT
83
Tower Research Capital (TRC)
New York
$284K +$266K +10,368 +1,498%
Mirae Asset Global ETFs Holdings
84
Mirae Asset Global ETFs Holdings
Hong Kong
$280K -$11.5K -449 -4%
Thrivent Financial for Lutherans
85
Thrivent Financial for Lutherans
Minnesota
$267K +$31.2K +1,218 +13%
T. Rowe Price Associates
86
T. Rowe Price Associates
Maryland
$256K +$43.3K +1,681 +20%
State of Wisconsin Investment Board
87
State of Wisconsin Investment Board
Wisconsin
$245K +$33.5K +1,305 +16%
EGM
88
Engineers Gate Manager
New York
$226K -$73.8K -2,875 -25%
SP
89
Stonebrook Private
Michigan
$223K +$437 +17 +0.2%
Carson Wealth (CWM LLC)
90
Carson Wealth (CWM LLC)
Nebraska
$213K -$23.7K -924 -10%
SG Americas Securities
91
SG Americas Securities
New York
$212K +$52.9K +2,063 +33%
BNP Paribas Financial Markets
92
BNP Paribas Financial Markets
France
$155K +$128K +4,966 +462%
PFSRSONJ
93
Police & Firemen's Retirement System of New Jersey
New Jersey
$123K +$28.3K +1,103 +30%
Osaic Holdings
94
Osaic Holdings
Arizona
$88K +$10.2K +375 +13%
TF
95
Tompkins Financial
New York
$77.6K – – –
ECM
96
EMC Capital Management
Texas
$77K -$105K -4,089 -58%
AF
97
Allworth Financial
California
$73.2K +$66K +2,572 +925%
AIP
98
Ameritas Investment Partners
Nebraska
$49.7K – – –
Legal & General Group
99
Legal & General Group
United Kingdom
$46.9K +$6.06K +236 +15%
EWA
100
EverSource Wealth Advisors
Alabama
$44.6K +$38.9K +1,515 +679%
2 3
4
5 6