Financial Institutions
FISI
134 hedge funds and large institutions have $413M invested in Financial Institutions in 2025 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 59 increasing their positions, 40 reducing their positions, and 25 closing their positions.
48% more repeat investments, than reductions
Existing positions increased: 59 | Existing positions reduced: 40
3.62% more ownership
Funds ownership: 78.84% → 82.46% (+3.6%)
0% more funds holding in top 10
Funds holding in top 10: 4 → 4 (0)
1% less capital invested
Capital invested by funds: $419M → $413M (-$5.77M)
6% less funds holding
Funds holding: 142 → 134 (-8)
32% less first-time investments, than exits
New positions opened: 17 | Existing positions closed: 25
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $10K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PCA
PL Capital Advisors
Naples,
Florida
|
+$20.6M |
| 2 |
Adage Capital Partners
Boston,
Massachusetts
|
+$9.88M |
| 3 |
JP Morgan Chase
New York
|
+$7.27M |
| 4 |
FL
Fourthstone LLC
St Louis,
Missouri
|
+$6.18M |
| 5 |
Hotchkis & Wiley Capital Management
Los Angeles,
California
|
+$5.37M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCM
Basswood Capital Management
New York
|
-$8.32M |
| 2 |
Prudential Financial
Newark,
New Jersey
|
-$3.39M |
| 3 |
EC
EJF Capital
Arlington,
Virginia
|
-$3.38M |
| 4 |
PFO
PMC FIG Opportunities
Jerusalem,
Israel
|
-$3.1M |
| 5 |
BAM
Bayview Asset Management
Coral Gables,
Florida
|
-$2.48M |
FISI Hedge Fund Activity: Q1 2025 in Review
134 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Financial Institutions (FISI) for Q1 2025, worth a combined $413M — down 1.4% from $419M a quarter earlier.
Sellers outnumbered buyers: 25 funds closed out of FISI and 17 opened new positions — a net loss of 8 holders — while 40 trimmed existing stakes and 59 added.
The largest buyer was PL Capital Advisors, adding an estimated $20.6M. The largest seller was Basswood Capital Management, exiting entirely with an estimated $8.32M sold.
- 134 institutional investors held Financial Institutions (FISI) as of Q1 2025, down from 142 in Q4 2024.
- Funds reported $413M of Financial Institutions stock for Q1 2025, down 1.4% quarter-over-quarter.
- 17 funds opened new Financial Institutions positions in Q1 2025 and 25 closed out, a net change of -8 holders.
- The largest Financial Institutions buyer in Q1 2025 was PL Capital Advisors, an estimated $20.6M added.
- The largest Financial Institutions seller in Q1 2025 was Basswood Capital Management, an estimated $8.32M sold.
Based on aggregated 13F filings for Q1 2025.