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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 %
California State Teachers Retirement System (CalSTRS)
101
California State Teachers Retirement System (CalSTRS)
California
$31.8K +$3.6K +140 +13%
Comerica Bank
102
Comerica Bank
Texas
$30.3K +$16.5K +641 +119%
Canada Life
103
Canada Life
Manitoba, Canada
$29K +$4.56K +175 +19%
AB
104
Amalgamated Bank
New York
$17K – – –
US Bancorp
105
US Bancorp
Minnesota
$14K -$16.1K -627 -53%
SCM
106
Sterling Capital Management
North Carolina
$13.2K +$4.7K +183 +55%
NB
107
NBT Bank
New York
$12.8K – – –
GI
108
GAMMA Investing
California
$11.7K -$3.75K -146 -24%
Russell Investments Group
109
Russell Investments Group
United Kingdom
$9.22K +$5.16K +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 +$6.88K +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 -$411 -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 +$899 +35 +175%
PFBT
120
Parkside Financial Bank & Trust
Missouri
$1.03K +$1.03K +40 New
CAL
121
Capital Advisors Ltd
Ohio
$1K – – –
LFG
122
Larson Financial Group
Missouri
$924 +$924 +36 New
AAP
123
Arax Advisory Partners
Colorado
$874 – – –
IA
124
IFP Advisors
Florida
$642 -$100 -4 Closed
SAM
125
Smartleaf Asset Management
Massachusetts
$518 -$7.38K -285 -93%
2 3 4
5
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