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Financial Institutions

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

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more capital invested

Capital invested by funds: $ → $

more funds holding in top 10

Funds holding in top 10:

less ownership

Funds ownership:

5% less funds holding

Funds holding: 134127 (-7)

20% less call options, than puts

Call options by funds: $8K | Put options by funds: $10K

44% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 16

Holders
127
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$8K
Puts
$10K
Net Calls
Net Calls Change

Top Buyers

1 +$7.69M
2 +$6.07M
3 +$5.5M
4
PCA
PL Capital Advisors
Florida
+$2.58M
5
Goldman Sachs
Goldman Sachs
New York
+$2.31M
Name Holding Trade Value Shares
Change
Change in
Stake
California State Teachers Retirement System (CalSTRS)
101
California State Teachers Retirement System (CalSTRS)
California
$31.8K
Comerica Bank
102
Comerica Bank
Texas
$30.3K
Canada Life
103
Canada Life
Manitoba, Canada
$29K
AB
104
Amalgamated Bank
New York
$17K
US Bancorp
105
US Bancorp
Minnesota
$14K
SCM
106
Sterling Capital Management
North Carolina
$13.2K
NB
107
NBT Bank
New York
$12.8K
GI
108
GAMMA Investing
California
$11.7K
Russell Investments Group
109
Russell Investments Group
United Kingdom
$9.22K
Nisa Investment Advisors
110
Nisa Investment Advisors
Missouri
$8.97K
VCM
111
Versant Capital Management
Arizona
$7.04K
Raymond James Financial
112
Raymond James Financial
Florida
$6.88K
CB
113
Community Bank
New York
$6.42K
OIA
114
Optimum Investment Advisors
Illinois
$5.14K
SS
115
SBI Securities
Japan
$2.18K
FFA
116
Farther Finance Advisors
California
$2.13K
FHA
117
First Horizon Advisors
Tennessee
$2.05K
PNC Financial Services Group
118
PNC Financial Services Group
Pennsylvania
$1.98K
RIL
119
Rothschild Investment LLC
Illinois
$1.41K
PFBT
120
Parkside Financial Bank & Trust
Missouri
$1.03K
CAL
121
Capital Advisors Ltd
Ohio
$1K
LFG
122
Larson Financial Group
Missouri
$924
AAP
123
Arax Advisory Partners
Colorado
$874
IA
124
IFP Advisors
Florida
$642
SAM
125
Smartleaf Asset Management
Massachusetts
$518