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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
Comerica Bank
101
Comerica Bank
Texas
$30.3K +$16K +641 +119%
Canada Life
102
Canada Life
Manitoba, Canada
$29K +$4.37K +175 +19%
AB
103
Amalgamated Bank
New York
$17K
US Bancorp
104
US Bancorp
Minnesota
$14K -$15.6K -627 -53%
SCM
105
Sterling Capital Management
North Carolina
$13.2K +$4.57K +183 +55%
Osaic Holdings
106
Osaic Holdings
Arizona
$13.1K -$58.8K -2,358 -82%
NB
107
NBT Bank
New York
$12.8K
GI
108
GAMMA Investing
California
$11.7K -$3.64K -146 -24%
Russell Investments Group
109
Russell Investments Group
United Kingdom
$9.22K +$5.02K +201 +127%
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 +$6.69K +268 New
CB
113
Community Bank
New York
$6.42K
OIA
114
Optimum Investment Advisors
Illinois
$5.14K
SS
115
SBI Securities
Japan
$2.18K -$399 -16 -16%
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 +$873 +35 +175%
EP
120
Essential Partners
California
$1.05K +$1.02K +41 New
PFBT
121
Parkside Financial Bank & Trust
Missouri
$1.03K +$998 +40 New
CAL
122
Capital Advisors Ltd
Ohio
$1K
LFG
123
Larson Financial Group
Missouri
$924 +$898 +36 New
AAP
124
Arax Advisory Partners
Colorado
$874
IA
125
IFP Advisors
Florida
$642 -$100 -4 Closed

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.