We are live on
!
Find out more
Financial Institutions
FISI
FISI
150 hedge funds and large institutions have $492M invested in Financial Institutions in 2025 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 47 increasing their positions, 57 reducing their positions, and 11 closing their positions.
New
Increased
Maintained
Reduced
Closed
82% more first-time investments, than exits
New positions opened: 20 | Existing positions closed: 11
11% more capital invested
Capital invested by funds: $444M → $492M (+$48.1M)
6% more funds holding
Funds holding: 142 → 150 (+8)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
2.67% less ownership
Funds ownership: 81.04% → 78.38% (-2.7%)
18% less repeat investments, than reductions
Existing positions increased: 47 | Existing positions reduced: 57
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $62K
Holders
150
Holders Change
+8
Holders Change %
+5.63%
% of All Funds
1.82%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
20
Increased
47
Reduced
57
Closed
11
Calls
–
Puts
$62K
Net Calls
-$62K
Net Calls Change
-$62K
Top Buyers
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
+$9.21M |
| 2 |
Adage Capital Partners
Boston,
Massachusetts
|
+$4.74M |
| 3 |
Acadian Asset Management
Boston,
Massachusetts
|
+$4.44M |
| 4 |
Morgan Stanley
New York
|
+$2.14M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$1.81M |
Top Sellers
| 1 |
Verition Fund Management
Greenwich,
Connecticut
|
-$7.86M |
| 2 |
ProShare Advisors
Bethesda,
Maryland
|
-$7.79M |
| 3 |
Millennium Management
New York
|
-$5.09M |
| 4 |
BFC
Banc Funds Company
Chicago,
Illinois
|
-$2.83M |
| 5 |
JP Morgan Chase
New York
|
-$2.64M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
EF
151
Empowered Funds
Havertown,
Pennsylvania
| – | -$2.3M | -84,513 | Closed |
|
152
Arrowstreet Capital
Boston,
Massachusetts
| – | -$2.26M | -83,234 | Closed |
|
|
EGM
153
Engineers Gate Manager
New York
| – | -$521K | -19,148 | Closed |
|
|
OAM
154
Oxford Asset Management
Oxford,
United Kingdom
| – | -$436K | -16,012 | Closed |
|
155
Qube Research & Technologies (QRT)
London,
United Kingdom
| – | -$320K | -11,768 | Closed |
|
|
QT
156
Quantbot Technologies
New York
| – | -$247K | -9,095 | Closed |
|
157
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$223K | -8,211 | Closed |
|
|
ASN
158
Advisory Services Network
Atlanta,
Georgia
| – | -$52.7K | -1,937 | Closed |
|
|
QL
159
Quarry LP
New York
| – | -$21.1K | -774 | Closed |
|
|
ETS
160
ESL Trust Services
Rochester,
New York
| – | -$4.08K | -150 | Closed |
|