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Financial Institutions

128 hedge funds and large institutions have $418M invested in Financial Institutions in 2025 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 56 increasing their positions, 41 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

37% more repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 41

1% more capital invested

Capital invested by funds: $413M → $418M (+$4.42M)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

1.58% less ownership

Funds ownership: 82.46%80.87% (-1.6%)

4% less funds holding

Funds holding: 134128 (-6)

20% less call options, than puts

Call options by funds: $8K | Put options by funds: $10K

38% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 16

Holders
128
Holders Change
-6
Holders Change %
-4.48%
% of All Funds
1.69%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
10
Increased
56
Reduced
41
Closed
16
Calls
$8K
Puts
$10K
Net Calls
-$2K
Net Calls Change
+$8K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$38.3M -$1.19M -47,642 -3%
PCA
2
PL Capital Advisors
Florida
$35M +$2.51M +100,500 +8%
Vanguard Group
3
Vanguard Group
Pennsylvania
$27.1M +$594K +23,793 +2%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$25.8M -$1.39M -55,660 -5%
FL
5
Fourthstone LLC
Missouri
$21.7M +$7.48M +299,574 +55%
Adage Capital Partners
6
Adage Capital Partners
Massachusetts
$20M +$91.1K +3,650 +0.5%
ACM
7
Ategra Capital Management
Virginia
$14.7M
Wellington Management Group
8
Wellington Management Group
Massachusetts
$14.1M -$1.56M -62,606 -10%
State Street
9
State Street
Massachusetts
$13.6M +$5.3M +212,549 +68%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$12.3M +$693K +27,770 +6%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$10.7M +$118K +4,718 +1%
Verition Fund Management
12
Verition Fund Management
Connecticut
$10.4M -$1.13M -45,172 -10%
Hotchkis & Wiley Capital Management
13
Hotchkis & Wiley Capital Management
California
$9.87M +$893K +35,770 +10%
JP Morgan Chase
14
JP Morgan Chase
New York
$8.8M +$304K +12,181 +4%
Renaissance Technologies
15
Renaissance Technologies
New York
$7.73M -$47.4K -1,900 -0.6%
CNBT
16
Canandaigua National Bank & Trust
New York
$7.19M -$5.37K -215 -0.1%
Acadian Asset Management
17
Acadian Asset Management
Massachusetts
$6.84M -$1.04M -41,644 -14%
CC
18
Courier Capital
New York
$6.48M -$2.5M -100,061 -28%
Morgan Stanley
19
Morgan Stanley
New York
$6.46M +$690K +27,664 +12%
American Century Companies
20
American Century Companies
Missouri
$6.45M -$3.19M -127,868 -34%
ProShare Advisors
21
ProShare Advisors
Maryland
$6.07M +$5.9M +236,320 New
LSV Asset Management
22
LSV Asset Management
Illinois
$6.06M -$2.24M -89,720 -28%
RIP
23
Rhino Investment Partners
Pennsylvania
$5.66M -$2.32M -92,837 -30%
MCM
24
Maltese Capital Management
New York
$5.65M -$152K -6,100 -3%
AllianceBernstein
25
AllianceBernstein
Tennessee
$5.32M +$242K +9,690 +5%

FISI Hedge Fund Activity: Q2 2025 in Review

128 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Financial Institutions (FISI) for Q2 2025, worth a combined $418M — up 1.1% from $413M a quarter earlier.

Sellers outnumbered buyers: 16 funds closed out of FISI and 10 opened new positions — a net loss of 6 holders — while 41 trimmed existing stakes and 56 added.

The largest buyer was Fourthstone LLC, adding an estimated $7.48M. The largest seller was Stieven Capital Advisors, cutting an estimated $5.29M.

  • 128 institutional investors held Financial Institutions (FISI) as of Q2 2025, down from 134 in Q1 2025.
  • Funds reported $418M of Financial Institutions stock for Q2 2025, up 1.1% quarter-over-quarter.
  • 10 funds opened new Financial Institutions positions in Q2 2025 and 16 closed out, a net change of -6 holders.
  • The largest Financial Institutions buyer in Q2 2025 was Fourthstone LLC, an estimated $7.48M added.
  • The largest Financial Institutions seller in Q2 2025 was Stieven Capital Advisors, an estimated $5.29M sold.

Based on aggregated 13F filings for Q2 2025.