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Intercorp Financial Services

82 hedge funds and large institutions have $476M invested in Intercorp Financial Services in 2025 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 40 increasing their positions, 16 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

375% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 4

150% more repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 16

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

29% more capital invested

Capital invested by funds: $369M → $476M (+$107M)

22% more funds holding

Funds holding: 6782 (+15)

1.55% more ownership

Funds ownership: 10.99%12.54% (+1.6%)

Holders
82
Holders Change
+15
Holders Change %
+22.39%
% of All Funds
1.1%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.05%
New
19
Increased
40
Reduced
16
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$78.9M +$6.14M +195,500 +9%
Franklin Resources
2
Franklin Resources
California
$55.7M -$9.7M -308,782 -16%
HI
3
Helikon Investments
United Kingdom
$39.4M +$6.7M +213,392 +22%
NM
4
NWI Management
New York
$34.1M
Acadian Asset Management
5
Acadian Asset Management
Massachusetts
$28.6M +$13.1M +418,351 +94%
BlackRock
6
BlackRock
New York
$25.8M +$3.12M +99,296 +15%
Schroder Investment Management Group
7
Schroder Investment Management Group
United Kingdom
$21.3M -$5.15M -164,015 -20%
SC
8
Sagil Capital
United Kingdom
$13.4M +$2.96M +94,384 +31%
Principal Financial Group
9
Principal Financial Group
Iowa
$13.1M +$474K +15,087 +4%
JP Morgan Chase
10
JP Morgan Chase
New York
$12.2M +$2.86M +91,011 +33%
Morgan Stanley
11
Morgan Stanley
New York
$11.5M +$3.71M +117,991 +52%
Lord, Abbett & Co
12
Lord, Abbett & Co
New Jersey
$10.7M +$1.37M +43,535 +16%
DCM
13
Driehaus Capital Management
Illinois
$10.5M +$4.74M +151,027 +90%
MFS
14
Mirabella Financial Services
United Kingdom
$8.74M +$4.27M +135,997 +106%
Arrowstreet Capital
15
Arrowstreet Capital
Massachusetts
$8.71M -$373K -11,876 -4%
FSC
16
Fourth Sail Capital
Cayman Islands
$8.54M +$8.1M +257,874 New
Marshall Wace
17
Marshall Wace
United Kingdom
$8.27M +$2.43M +77,489 +45%
State Street
18
State Street
Massachusetts
$6.1M +$499K +15,900 +9%
American Century Companies
19
American Century Companies
Missouri
$5.94M +$4.08M +129,857 +263%
Millennium Management
20
Millennium Management
New York
$5M -$12.8M -406,008 -73%
Fidelity International
21
Fidelity International
Bermuda
$4.99M +$4.73M +150,543 New
CSS
22
Cubist Systematic Strategies
Connecticut
$4.48M +$3.17M +100,907 +295%
William Blair Investment Management
23
William Blair Investment Management
Illinois
$3.42M +$3.25M +103,365 New
Bank of America
24
Bank of America
North Carolina
$3.25M +$2.17M +69,214 +240%
UBS AM
25
UBS AM
Illinois
$2.94M

IFS Hedge Fund Activity: Q1 2025 in Review

82 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Intercorp Financial Services (IFS) for Q1 2025, worth a combined $476M — up 29% from $369M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new IFS positions and 4 closed out — a net gain of 15 holders — while 40 added to existing stakes and 16 trimmed.

The largest buyer was Acadian Asset Management, adding an estimated $13.1M. The largest seller was Millennium Management, cutting an estimated $12.8M.

  • 82 institutional investors held Intercorp Financial Services (IFS) as of Q1 2025, up from 67 in Q4 2024.
  • Funds reported $476M of Intercorp Financial Services stock for Q1 2025, up 29% quarter-over-quarter.
  • 19 funds opened new Intercorp Financial Services positions in Q1 2025 and 4 closed out, a net change of +15 holders.
  • The largest Intercorp Financial Services buyer in Q1 2025 was Acadian Asset Management, an estimated $13.1M added.
  • The largest Intercorp Financial Services seller in Q1 2025 was Millennium Management, an estimated $12.8M sold.

Based on aggregated 13F filings for Q1 2025.