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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
Fidelity Investments
1
Fidelity Investments
Massachusetts
$85.6M -$1.75M -45,400 -2%
Franklin Resources
2
Franklin Resources
California
$54.4M -$5.14M -132,991 -9%
Acadian Asset Management
3
Acadian Asset Management
Massachusetts
$44.2M +$4.26M +110,300 +11%
NM
4
NWI Management
New York
$40.9M
BlackRock
5
BlackRock
New York
$39.7M +$3.17M +82,094 +9%
HI
6
Helikon Investments
United Kingdom
$37.7M -$9.76M -252,513 -21%
JP Morgan Chase
7
JP Morgan Chase
New York
$23.8M +$4.15M +107,290 +22%
Arrowstreet Capital
8
Arrowstreet Capital
Massachusetts
$23.4M +$3.03M +78,333 +16%
Schroder Investment Management Group
9
Schroder Investment Management Group
United Kingdom
$22.6M +$1.88M +48,624 +10%
Principal Financial Group
10
Principal Financial Group
Iowa
$21.6M +$4.05M +104,792 +24%
Morgan Stanley
11
Morgan Stanley
New York
$17M +$2.53M +65,491 +18%
Millennium Management
12
Millennium Management
New York
$15.5M +$7.59M +196,452 +105%
William Blair Investment Management
13
William Blair Investment Management
Illinois
$15.2M +$7.31M +189,065 +101%
GC
14
Globeflex Capital
California
$14.7M
Marshall Wace
15
Marshall Wace
United Kingdom
$14.4M -$6.25M -161,786 -31%
Lord, Abbett & Co
16
Lord, Abbett & Co
New Jersey
$13.9M +$916K +23,714 +7%
American Century Companies
17
American Century Companies
Missouri
$13.3M +$1.48M +38,394 +13%
DCM
18
Driehaus Capital Management
Illinois
$12.6M -$608K -15,721 -5%
State Street
19
State Street
Massachusetts
$12.2M +$4.27M +110,455 +57%
Fidelity International
20
Fidelity International
Bermuda
$9.55M +$1.68M +43,386 +22%
PPFA
21
Provida Pension Fund Administrator
Chile
$9.28M +$5.49M +142,000 +161%
FSC
22
Fourth Sail Capital
Cayman Islands
$9.28M -$8.85M -228,971 -50%
Qube Research & Technologies (QRT)
23
Qube Research & Technologies (QRT)
United Kingdom
$8.35M +$2.46M +63,684 +44%
BNP Paribas Financial Markets
24
BNP Paribas Financial Markets
France
$7.18M +$995K +25,759 +17%
BBP
25
Banco BTG Pactual
Brazil
$5.23M +$4.25M +109,974 +558%

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.