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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 %
Legal & General Group
101
Legal & General Group
United Kingdom
$39.7K +$3.87K +155 +11%
US Bancorp
102
US Bancorp
Minnesota
$29.3K -$34.9K -1,399 -54%
California State Teachers Retirement System (CalSTRS)
103
California State Teachers Retirement System (CalSTRS)
California
$27.5K
BNP Paribas Financial Markets
104
BNP Paribas Financial Markets
France
$26.9K -$158K -6,318 -85%
Canada Life
105
Canada Life
Manitoba, Canada
$23K +$2.87K +117 +14%
TRCT
106
Tower Research Capital (TRC)
New York
$17.3K -$5.62K -225 -25%
AB
107
Amalgamated Bank
New York
$16K +$2.93K +121 +22%
CCM
108
Coldstream Capital Management
Washington
$15.7K +$15.7K +630 New
SSG
109
Summit Securities Group
New York
$15.1K +$15.1K +604 New
GI
110
GAMMA Investing
California
$15.1K +$8.96K +359 +147%
Comerica Bank
111
Comerica Bank
Texas
$13.4K
NB
112
NBT Bank
New York
$12.5K
Nisa Investment Advisors
113
Nisa Investment Advisors
Missouri
$8.72K -$15.5K -615 -64%
SCM
114
Sterling Capital Management
North Carolina
$8.24K -$3.92K -157 -32%
SAM
115
Smartleaf Asset Management
Massachusetts
$7.63K +$500 +20 +7%
VCM
116
Versant Capital Management
Arizona
$6.84K
AF
117
Allworth Financial
California
$6.66K +$1.63K +68 +32%
CB
118
Community Bank
New York
$6.24K
EWA
119
EverSource Wealth Advisors
Alabama
$5.57K +$549 +22 +11%
OIA
120
Optimum Investment Advisors
Illinois
$4.99K
Russell Investments Group
121
Russell Investments Group
United Kingdom
$3.94K +$225 +9 +6%
SS
122
SBI Securities
Japan
$2.52K
FFA
123
Farther Finance Advisors
California
$2.06K -$472 -19 -19%
FHA
124
First Horizon Advisors
Tennessee
$2K +$599 +24 +43%
PNC Financial Services Group
125
PNC Financial Services Group
Pennsylvania
$1.92K +$424 +17 +28%