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Financial Institutions
FISI

Overview Fund Activity

126 hedge funds and large institutions have $417M invested in Financial Institutions in 2025 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 56 increasing their positions, 40 reducing their positions, and 16 closing their positions.

Holders
126
Holders Change
-8
Holders Change %
-5.97%
% 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
9
Increased
56
Reduced
40
Closed
16
Calls
$8K
Puts
$10K
Net Calls
-$2K
Net Calls Change
+$8K

Top Buyers

1
FL
1
Fourthstone LLC
Missouri
$21.7M
2
ProShare Advisors
2
ProShare Advisors
Maryland
$6.07M
3
State Street
3
State Street
Massachusetts
$13.6M
4
PCA
4
PL Capital Advisors
Florida
$35M
5
Goldman Sachs
5
Goldman Sachs
New York
$4.21M

Top Sellers

1
SCA
1
Stieven Capital Advisors
Missouri
$346K
2
ACL
2
Azora Capital LP
Florida
$0
3
American Century Companies
3
American Century Companies
Missouri
$6.45M
4
ECA
4
Endeavour Capital Advisors
Connecticut
$0
5
CC
5
Courier Capital
New York
$6.48M
Name Market Value Shares Shares
Change 		Shares
Change %
Comerica Bank
101
Comerica Bank
Texas
$30.3K 1,178 +641 +119%
Canada Life
102
Canada Life
Manitoba, Canada
$29K 1,113 +175 +19%
AB
103
Amalgamated Bank
New York
$17K 660 – –
US Bancorp
104
US Bancorp
Minnesota
$14K 546 -627 -53%
SCM
105
Sterling Capital Management
North Carolina
$13.2K 513 +183 +55%
NB
106
NBT Bank
New York
$12.8K 500 – –
GI
107
GAMMA Investing
California
$11.7K 457 -146 -24%
Russell Investments Group
108
Russell Investments Group
United Kingdom
$9.22K 359 +201 +127%
Nisa Investment Advisors
109
Nisa Investment Advisors
Missouri
$8.97K 345 – –
VCM
110
Versant Capital Management
Arizona
$7.04K 274 – –
Raymond James Financial
111
Raymond James Financial
Florida
$6.88K 268 +268 New
CB
112
Community Bank
New York
$6.42K 250 – –
OIA
113
Optimum Investment Advisors
Illinois
$5.14K 200 – –
SS
114
SBI Securities
Japan
$2.18K 85 -16 -16%
FFA
115
Farther Finance Advisors
California
$2.13K 83 – –
FHA
116
First Horizon Advisors
Tennessee
$2.05K 80 – –
PNC Financial Services Group
117
PNC Financial Services Group
Pennsylvania
$1.98K 77 – –
RIL
118
Rothschild Investment LLC
Illinois
$1.41K 55 +35 +175%
PFBT
119
Parkside Financial Bank & Trust
Missouri
$1.03K 40 +40 New
CAL
120
Capital Advisors Ltd
Ohio
$1K 39 – –
LFG
121
Larson Financial Group
Missouri
$924 36 +36 New
AAP
122
Arax Advisory Partners
Colorado
$874 34 – –
IA
123
IFP Advisors
Florida
– – -4 Closed
SAM
124
Smartleaf Asset Management
Massachusetts
$518 20 -285 -93%
AssetMark Inc
125
AssetMark Inc
California
$103 4 +4 New
2 3 4
5
6