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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 %
BlackRock
1
BlackRock
New York
$38.3M -$1.22M -47,642 -3%
PCA
2
PL Capital Advisors
Florida
$35M +$2.58M +100,500 +8%
Vanguard Group
3
Vanguard Group
Pennsylvania
$27.1M +$611K +23,793 +2%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$25.8M -$1.43M -55,660 -5%
FL
5
Fourthstone LLC
Missouri
$21.7M +$7.69M +299,574 +55%
Adage Capital Partners
6
Adage Capital Partners
Massachusetts
$20M +$93.7K +3,650 +0.5%
ACM
7
Ategra Capital Management
Virginia
$14.7M – – –
Wellington Management Group
8
Wellington Management Group
Massachusetts
$14.1M -$1.61M -62,606 -10%
State Street
9
State Street
Massachusetts
$13.6M +$5.5M +212,549 +68%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$12.3M +$713K +27,770 +6%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$10.7M +$121K +4,718 +1%
Verition Fund Management
12
Verition Fund Management
Connecticut
$10.4M -$1.16M -45,172 -10%
Hotchkis & Wiley Capital Management
13
Hotchkis & Wiley Capital Management
California
$9.87M +$919K +35,770 +10%
JPMorgan Chase & Co
14
JPMorgan Chase & Co
New York
$8.8M +$313K +12,181 +4%
Renaissance Technologies
15
Renaissance Technologies
New York
$7.73M -$48.8K -1,900 -0.6%
CNBT
16
Canandaigua National Bank & Trust
New York
$7.19M -$5.52K -215 -0.1%
Acadian Asset Management
17
Acadian Asset Management
Massachusetts
$6.84M -$1.07M -41,644 -14%
CC
18
Courier Capital
New York
$6.48M -$2.57M -100,061 -28%
Morgan Stanley
19
Morgan Stanley
New York
$6.46M +$710K +27,664 +12%
American Century Companies
20
American Century Companies
Missouri
$6.45M -$3.28M -127,868 -34%
ProShare Advisors
21
ProShare Advisors
Maryland
$6.07M +$6.07M +236,320 New
LSV Asset Management
22
LSV Asset Management
Illinois
$6.06M -$2.3M -89,720 -28%
RIP
23
Rhino Investment Partners
Pennsylvania
$5.66M -$2.38M -92,837 -30%
MCM
24
Maltese Capital Management
New York
$5.65M -$157K -6,100 -3%
AllianceBernstein
25
AllianceBernstein
Tennessee
$5.32M +$249K +9,690 +5%
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