Financial Institutions
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.
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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 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
| Rank | Fund | Capital Flow |
|---|---|---|
| 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 |
FISI Hedge Fund Activity: Q4 2025 in Review
150 of the 8,267 institutional investors tracked by Wall St. Rank reported a position in Financial Institutions (FISI) for Q4 2025, worth a combined $492M — up 11% from $444M a quarter earlier.
Buyers outnumbered sellers: 20 funds opened new FISI positions and 11 closed out — a net gain of 9 holders — while 47 added to existing stakes and 57 trimmed.
The largest buyer was Wellington Management Group, adding an estimated $9.21M. The largest seller was Verition Fund Management, cutting an estimated $7.86M.
- 150 institutional investors held Financial Institutions (FISI) as of Q4 2025, up from 142 in Q3 2025.
- Funds reported $492M of Financial Institutions stock for Q4 2025, up 11% quarter-over-quarter.
- 20 funds opened new Financial Institutions positions in Q4 2025 and 11 closed out, a net change of +9 holders.
- The largest Financial Institutions buyer in Q4 2025 was Wellington Management Group, an estimated $9.21M added.
- The largest Financial Institutions seller in Q4 2025 was Verition Fund Management, an estimated $7.86M sold.
Based on aggregated 13F filings for Q4 2025.