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Financial Institutions
FISI

Overview Fund Activity

126 hedge funds and large institutions have $417M invested in Financial Institutions in 2025 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 56 increasing their positions, 40 reducing their positions, and 16 closing their positions.

Holders
126
Holders Change
-8
Holders Change %
-5.97%
% 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
9
Increased
56
Reduced
40
Closed
16
Calls
$8K
Puts
$10K
Net Calls
-$2K
Net Calls Change
+$8K

Top Buyers

1
FL
1
Fourthstone LLC
Missouri
$21.7M
2
ProShare Advisors
2
ProShare Advisors
Maryland
$6.07M
3
State Street
3
State Street
Massachusetts
$13.6M
4
PCA
4
PL Capital Advisors
Florida
$35M
5
Goldman Sachs
5
Goldman Sachs
New York
$4.21M

Top Sellers

1
SCA
1
Stieven Capital Advisors
Missouri
$346K
2
ACL
2
Azora Capital LP
Florida
$0
3
American Century Companies
3
American Century Companies
Missouri
$6.45M
4
ECA
4
Endeavour Capital Advisors
Connecticut
$0
5
CC
5
Courier Capital
New York
$6.48M
Name Market Value Shares Shares
Change 		Shares
Change %
HNB
126
Huntington National Bank
Ohio
$26 1 – –
ACL
127
Azora Capital LP
Florida
– – -208,819 Closed
ECA
128
Endeavour Capital Advisors
Connecticut
– – -115,694 Closed
Connor, Clark & Lunn Investment Management (CC&L)
129
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
– – -36,316 Closed
Lazard Asset Management
130
Lazard Asset Management
New York
– – -35,513 Closed
MAM
131
Martingale Asset Management
Massachusetts
– – -21,620 Closed
Squarepoint
132
Squarepoint
New York
– – -16,715 Closed
ASN
133
Advisory Services Network
Georgia
– – -9,937 Closed
CF
134
Corebridge Financial
Texas
– – -9,375 Closed
IIM
135
INTECH Investment Management
Florida
– – -9,230 Closed
CC
136
Centiva Capital
New York
– – -8,586 Closed
CCM
137
Coldstream Capital Management
Washington
– – -630 Closed
SSG
138
Summit Securities Group
New York
– – -604 Closed
C
139
Covestor
United Kingdom
– – -39 Closed
CA
140
CoreCap Advisors
Michigan
– – -34 Closed
SC
141
Stephens Consulting
Michigan
– – -15 Closed
Bessemer Group
142
Bessemer Group
New Jersey
$0 13 – –
Group One Trading
143
Group One Trading
Illinois
– – – –
2 3 4 5
6