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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 %
AssetMark Inc
126
AssetMark Inc
California
$103 +$103 +4 New
HNB
127
Huntington National Bank
Ohio
$26 – – –
ACL
128
Azora Capital LP
Florida
– -$5.21M -208,819 Closed
ECA
129
Endeavour Capital Advisors
Connecticut
– -$2.89M -115,694 Closed
Connor, Clark & Lunn Investment Management (CC&L)
130
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
– -$906K -36,316 Closed
Lazard Asset Management
131
Lazard Asset Management
New York
– -$886K -35,513 Closed
MAM
132
Martingale Asset Management
Massachusetts
– -$540K -21,620 Closed
Squarepoint
133
Squarepoint
New York
– -$417K -16,715 Closed
ASN
134
Advisory Services Network
Georgia
– -$248K -9,937 Closed
CF
135
Corebridge Financial
Texas
– -$234K -9,375 Closed
IIM
136
INTECH Investment Management
Florida
– -$230K -9,230 Closed
CC
137
Centiva Capital
New York
– -$214K -8,586 Closed
CCM
138
Coldstream Capital Management
Washington
– -$15.7K -630 Closed
SSG
139
Summit Securities Group
New York
– -$15.1K -604 Closed
C
140
Covestor
United Kingdom
– -$1K -39 Closed
CA
141
CoreCap Advisors
Michigan
– -$849 -34 Closed
SC
142
Stephens Consulting
Michigan
– -$375 -15 Closed
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