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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
Simplex Trading
126
Simplex Trading
Illinois
$14.4K
PNC Financial Services Group
127
PNC Financial Services Group
Pennsylvania
$10.2K
VCM
128
Versant Capital Management
Arizona
$8.69K
FFA
129
Farther Finance Advisors
California
$7.93K
CB
130
Community Bank
New York
$7.92K
QCG
131
Quadrant Capital Group
Ohio
$7.04K
Nisa Investment Advisors
132
Nisa Investment Advisors
Missouri
$6.76K
Optiver Holding
133
Optiver Holding
Netherlands
$6.28K
SHIM
134
Stone House Investment Management
Pennsylvania
$3.65K
RIL
135
Rothschild Investment LLC
Illinois
$2.85K
SS
136
SBI Securities
Japan
$2.79K
EPL
137
Essential Partners LLC
California
$2.25K
RFP
138
Root Financial Partners
California
$1.36K
PFBT
139
Parkside Financial Bank & Trust
Missouri
$1.27K
TWD
140
True Wealth Design
Ohio
$1.27K
CAL
141
Capital Advisors Ltd
Ohio
$1K
AAP
142
Arax Advisory Partners
Colorado
$477
US Bancorp
143
US Bancorp
Minnesota
$349
SIC
144
SJS Investment Consulting
Ohio
$286
JWM
145
JPL Wealth Management
Colorado
$191
AssetMark Inc
146
AssetMark Inc
California
$127
IA
147
IFP Advisors
Florida
$63
HNB
148
Huntington National Bank
Ohio
$32
GIA
149
GHP Investment Advisors
Colorado
$32
FL
150
Fourthstone LLC
Missouri