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Intercorp Financial Services

99 hedge funds and large institutions have $652M invested in Intercorp Financial Services in 2025 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 37 increasing their positions, 26 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 26

33% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 12

8% more capital invested

Capital invested by funds: $605M → $652M (+$47.3M)

4% more funds holding

Funds holding: 9599 (+4)

14% less ownership

Funds ownership: 14%0% (-14%)

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

Holders
99
Holders Change
+4
Holders Change %
+4.21%
% of All Funds
1.3%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.04%
New
16
Increased
37
Reduced
26
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AQR Capital Management
76
AQR Capital Management
Connecticut
$328K -$42.4K -1,098 -12%
DTL
77
Dynamic Technology Lab
Singapore
$325K +$312K +8,063 New
SCM
78
Shelton Capital Management
Colorado
$301K
Citadel Advisors
79
Citadel Advisors
Florida
$295K -$3.34M -86,540 -92%
PA
80
Pinnacle Associates
New York
$275K +$263K +6,808 New
ERSOT
81
Employees Retirement System of Texas
Texas
$267K
CC
82
Centiva Capital
New York
$216K +$207K +5,352 New
AIM
83
Aigen Investment Management
New York
$202K -$191K -4,946 -50%
SG Americas Securities
84
SG Americas Securities
New York
$150K -$8.66K -224 -6%
CIAM
85
Caitong International Asset Management
Hong Kong
$14.6K +$13.9K +361 New
QL
86
Quarry LP
New York
$14.2K +$13.6K +351 New
W
87
WealthCollab
Washington
$13.8K
Northwestern Mutual Wealth Management
88
Northwestern Mutual Wealth Management
Wisconsin
$4.12K
Wells Fargo
89
Wells Fargo
California
$4.07K -$98.7K -2,553 -96%
SWM
90
Spire Wealth Management
Virginia
$4.03K
EWA
91
EverSource Wealth Advisors
Alabama
$3.23K +$3.09K +80 New
Citigroup
92
Citigroup
New York
$3.16K +$3.05K +79 New
SS
93
SBI Securities
Japan
$2.22K
CPG
94
Cornerstone Planning Group
New Jersey
$1.97K
HWM
95
HighMark Wealth Management
Minnesota
$1.74K +$1.66K +43 New
Royal Bank of Canada
96
Royal Bank of Canada
Ontario, Canada
$1K +$734 +19 +127%
Osaic Holdings
97
Osaic Holdings
Arizona
$605 +$464 +12 +400%
Barclays
98
Barclays
United Kingdom
$161 -$1.09M -28,250 -100%
JWA
99
JFS Wealth Advisors
Pennsylvania
$81
SC
100
Sagil Capital
United Kingdom
-$7.61M -199,551 Closed

IFS Hedge Fund Activity: Q3 2025 in Review

99 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in Intercorp Financial Services (IFS) for Q3 2025, worth a combined $652M — up 7.8% from $605M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new IFS positions and 12 closed out — a net gain of 4 holders — while 37 added to existing stakes and 26 trimmed.

The largest buyer was Millennium Management, adding an estimated $7.59M. The largest seller was Helikon Investments, cutting an estimated $9.76M.

  • 99 institutional investors held Intercorp Financial Services (IFS) as of Q3 2025, up from 95 in Q2 2025.
  • Funds reported $652M of Intercorp Financial Services stock for Q3 2025, up 7.8% quarter-over-quarter.
  • 16 funds opened new Intercorp Financial Services positions in Q3 2025 and 12 closed out, a net change of +4 holders.
  • The largest Intercorp Financial Services buyer in Q3 2025 was Millennium Management, an estimated $7.59M added.
  • The largest Intercorp Financial Services seller in Q3 2025 was Helikon Investments, an estimated $9.76M sold.

Based on aggregated 13F filings for Q3 2025.