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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 %
BlackRock
1
BlackRock
New York
$38.4M +$4.73M +189,591 +14%
PCA
2
PL Capital Advisors
Florida
$31.5M +$19.1M +763,259 +153%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$26.5M +$2.23M +89,154 +9%
Vanguard Group
4
Vanguard Group
Pennsylvania
$25.7M +$2.65M +106,110 +11%
Adage Capital Partners
5
Adage Capital Partners
Massachusetts
$19.3M +$9.13M +365,924 +89%
Wellington Management Group
6
Wellington Management Group
Massachusetts
$15.3M -$1.45M -58,222 -9%
ACM
7
Ategra Capital Management
Virginia
$14.3M
FL
8
Fourthstone LLC
Missouri
$13.7M +$5.71M +228,833 +72%
Verition Fund Management
9
Verition Fund Management
Connecticut
$11.2M +$2.06M +82,638 +22%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$11.2M +$2.47M +98,815 +28%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$10.3M -$988K -39,565 -9%
American Century Companies
12
American Century Companies
Missouri
$9.46M -$1.14M -45,621 -11%
CC
13
Courier Capital
New York
$8.8M +$11.4K +458 +0.1%
Hotchkis & Wiley Capital Management
14
Hotchkis & Wiley Capital Management
California
$8.7M +$4.96M +198,820 +133%
JPMorgan Chase & Co
15
JPMorgan Chase & Co
New York
$8.25M +$6.72M +269,169 +438%
LSV Asset Management
16
LSV Asset Management
Illinois
$8.13M -$332K -13,300 -4%
State Street
17
State Street
Massachusetts
$7.86M +$449K +17,802 +6%
RIP
18
Rhino Investment Partners
Pennsylvania
$7.81M +$1.3M +52,031 +20%
Acadian Asset Management
19
Acadian Asset Management
Massachusetts
$7.69M -$1.05M -41,943 -12%
Renaissance Technologies
20
Renaissance Technologies
New York
$7.56M -$99.8K -4,000 -1%
CNBT
21
Canandaigua National Bank & Trust
New York
$6.99M -$91.1K -3,650 -1%
MCM
22
Maltese Capital Management
New York
$5.64M
SCA
23
Stieven Capital Advisors
Missouri
$5.63M +$12.5K +500 +0.2%
Morgan Stanley
24
Morgan Stanley
New York
$5.59M -$340K -13,632 -6%
Northern Trust
25
Northern Trust
Illinois
$5.47M +$580K +23,229 +12%