FULT icon

Fulton Financial

302 hedge funds and large institutions have $2.45B invested in Fulton Financial in 2025 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 87 increasing their positions, 113 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

less ownership

Funds ownership:

less capital invested

Capital invested by funds: $ → $

14% less call options, than puts

Call options by funds: $314K | Put options by funds: $365K

23% less repeat investments, than reductions

Existing positions increased: 87 | Existing positions reduced: 113

Holders
302
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$314K
Puts
$365K
Net Calls
Net Calls Change

Top Sellers

1 -$31.7M
2 -$26.4M
3 -$24.2M
4
KCM
Kodai Capital Management
Illinois
-$15.1M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$14.4M
Name Holding Trade Value Shares
Change
Change in
Stake
SFWC
201
Strategic Family Wealth Counselors
New Jersey
$252K
X
202
Xponance
Pennsylvania
$249K
JWCA
203
J.W. Cole Advisors
Florida
$237K
IC
204
IEQ Capital
California
$231K
HCC
205
Hirtle Callaghan & Co
Pennsylvania
$231K
GC
206
Guggenheim Capital
Illinois
$230K
JG
207
Jain Global
New York
$221K
VC
208
Vicus Capital
Pennsylvania
$217K
EWM
209
Evermay Wealth Management
Virginia
$217K
USAA
210
United Services Automobile Association
Texas
$216K
AACP
211
Advantage Alpha Capital Partners
California
$214K
FGA
212
Fortis Group Advisors
New Jersey
$211K
Mackenzie Financial
213
Mackenzie Financial
Ontario, Canada
$209K
GS
214
GTS Securities
New York
$208K
CGH
215
Crossmark Global Holdings
Texas
$208K
MC
216
Moors & Cabot
Massachusetts
$206K
Mariner
217
Mariner
Kansas
$203K
CIBC Asset Management
218
CIBC Asset Management
Ontario, Canada
$203K
AWM
219
Apollon Wealth Management
South Carolina
$202K
KWM
220
Kingsview Wealth Management
Oregon
$202K
AM
221
Atwater Malick
Pennsylvania
$186K
CMP
222
Coston McIsaac & Partners
Maine
$178K
BFS
223
Bare Financial Services
Pennsylvania
$174K
SFG
224
Stonebridge Financial Group
Pennsylvania
$156K
KBC Group
225
KBC Group
Belgium
$154K