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Financial Institutions

150 hedge funds and large institutions have $503M invested in Financial Institutions in 2026 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 57 increasing their positions, 43 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more ownership

Funds ownership:

more capital invested

Capital invested by funds: $ → $

1% more funds holding

Funds holding: 149150 (+1)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $339K

Holders
150
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
$339K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
QT
101
Quantbot Technologies
New York
$219K
SG Americas Securities
102
SG Americas Securities
New York
$193K
PFSRSONJ
103
Police & Firemen's Retirement System of New Jersey
New Jersey
$154K
ACM
104
Aquatic Capital Management
Illinois
$139K
Los Angeles Capital Management
105
Los Angeles Capital Management
California
$117K
AF
106
Allworth Financial
California
$93.7K
TF
107
Tompkins Financial
New York
$86.9K
PWPS
108
Pinnacle Wealth Planning Services
Ohio
$64.1K
Legal & General Group
109
Legal & General Group
United Kingdom
$54.8K
Canada Life
110
Canada Life
Manitoba, Canada
$53K
Fifth Third Bancorp
111
Fifth Third Bancorp
Ohio
$52.2K
EWA
112
EverSource Wealth Advisors
Alabama
$52.2K
AIP
113
Ameritas Investment Partners
Nebraska
$51.1K
ASN
114
Advisory Services Network
Georgia
$45.4K
MCM
115
MAI Capital Management
Ohio
$44.4K
Royal Bank of Canada
116
Royal Bank of Canada
Ontario, Canada
$40K
Rockefeller Capital Management
117
Rockefeller Capital Management
New York
$39.1K
TRCT
118
Tower Research Capital (TRC)
New York
$38.9K
California State Teachers Retirement System (CalSTRS)
119
California State Teachers Retirement System (CalSTRS)
California
$34.1K
UBS AM
120
UBS AM
Illinois
$32.7K
LFG
121
Larson Financial Group
Missouri
$31.4K
SCM
122
Sterling Capital Management
North Carolina
$20.5K
SAM
123
Smartleaf Asset Management
Massachusetts
$20.4K
GI
124
GAMMA Investing
California
$17.3K
Osaic Holdings
125
Osaic Holdings
Arizona
$16K