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Financial Institutions

134 hedge funds and large institutions have $413M invested in Financial Institutions in 2025 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 58 increasing their positions, 40 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
134
Holders Change
-8
Holders Change %
-5.63%
% of All Funds
1.82%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
18
Increased
58
Reduced
40
Closed
25
Calls
Puts
$10K
Net Calls
-$10K
Net Calls Change
-$22K
Name Holding Trade Value Shares
Change
Shares
Change %
C
126
Covestor
United Kingdom
$1K -$641 -25 -39%
CAL
127
Capital Advisors Ltd
Ohio
$1K
AAP
128
Arax Advisory Partners
Colorado
$849 -$14.5K -580 -94%
CA
129
CoreCap Advisors
Michigan
$849 +$849 +34 New
RIL
130
Rothschild Investment LLC
Illinois
$499 +$250 +10 +100%
SC
131
Stephens Consulting
Michigan
$375 +$375 +15 New
IA
132
IFP Advisors
Florida
$100
HNB
133
Huntington National Bank
Ohio
$25
BCM
134
Basswood Capital Management
New York
-$8.32M -304,891 Closed
EC
135
EJF Capital
Virginia
-$3.38M -123,691 Closed
PFO
136
PMC FIG Opportunities
Israel
-$3.1M -113,497 Closed
BFM
137
Boothbay Fund Management
New York
-$2.46M -90,000 Closed
Jacobs Levy Equity Management
138
Jacobs Levy Equity Management
New Jersey
-$1.65M -60,320 Closed
PAP
139
Persistent Asset Partners
Hong Kong
-$1.5M -56,715 Closed
GC
140
Globeflex Capital
California
-$682K -24,992 Closed
B
141
Bailard
California
-$615K -22,530 Closed
SO
142
STRS Ohio
Ohio
-$576K -21,100 Closed
Los Angeles Capital Management
143
Los Angeles Capital Management
California
-$452K -16,560 Closed
QC
144
Quadrature Capital
United Kingdom
-$447K -16,376 Closed
Mackenzie Financial
145
Mackenzie Financial
Ontario, Canada
-$440K -16,114 Closed
SGI
146
Summit Global Investments
Utah
-$418K -15,314 Closed
CIC
147
Cornercap Investment Counsel
Georgia
-$344K -12,607 Closed
GCM
148
Gator Capital Management
Florida
-$273K -10,000 Closed
Ohio Public Employees Retirement System (OPERS)
149
Ohio Public Employees Retirement System (OPERS)
Ohio
-$212K -7,760 Closed
State of Tennessee, Department of Treasury
150
State of Tennessee, Department of Treasury
Tennessee
-$168K -6,157 Closed