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Financial Institutions

159 hedge funds and large institutions have $612M invested in Financial Institutions in 2026 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 74 increasing their positions, 32 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

131% more repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 32

69% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 16

22% more capital invested

Capital invested by funds: $503M → $612M (+$109M)

5% more funds holding

Funds holding: 151159 (+8)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.84% less ownership

Funds ownership: 80.77%79.93% (-0.84%)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $483K

Holders
159
Holders Change
+8
Holders Change %
+5.3%
% of All Funds
0%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0%
New
27
Increased
74
Reduced
32
Closed
16
Calls
Puts
$483K
Net Calls
-$483K
Net Calls Change
-$144K

FISI Hedge Fund Activity: Q2 2026 in Review

159 institutional investors reported a position in Financial Institutions (FISI) for Q2 2026, worth a combined $612M — up 22% from $503M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new FISI positions and 16 closed out — a net gain of 11 holders — while 74 added to existing stakes and 32 trimmed.

The largest buyer was American Century Companies, adding an estimated $9.3M. The largest seller was Wellington Management Group, cutting an estimated $29.8M.

  • 159 institutional investors held Financial Institutions (FISI) as of Q2 2026, up from 151 in Q1 2026.
  • Funds reported $612M of Financial Institutions stock for Q2 2026, up 22% quarter-over-quarter.
  • 27 funds opened new Financial Institutions positions in Q2 2026 and 16 closed out, a net change of +11 holders.
  • The largest Financial Institutions buyer in Q2 2026 was American Century Companies, an estimated $9.3M added.
  • The largest Financial Institutions seller in Q2 2026 was Wellington Management Group, an estimated $29.8M sold.

Based on aggregated 13F filings for Q2 2026.