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Pioneer Bancorp

68 hedge funds and large institutions have $73.3M invested in Pioneer Bancorp in 2025 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 19 increasing their positions, 24 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 5

6% more funds holding

Funds holding: 6468 (+4)

1% more capital invested

Capital invested by funds: $72.2M → $73.3M (+$1.06M)

0.07% more ownership

Funds ownership: 24.14%24.21% (+0.07%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

21% less repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 24

Holders
68
Holders Change
+4
Holders Change %
+6.25%
% of All Funds
0.91%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
9
Increased
19
Reduced
24
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
51
Carson Wealth (CWM LLC)
Nebraska
$14K +$5.63K +484 +71%
Nisa Investment Advisors
52
Nisa Investment Advisors
Missouri
$11.9K +$233 +20 +2%
FDCDDQ
53
Federation des caisses Desjardins du Quebec
Quebec, Canada
$11.7K
Legal & General Group
54
Legal & General Group
United Kingdom
$10.8K
AIP
55
Ameritas Investment Partners
Nebraska
$10.8K
California State Teachers Retirement System (CalSTRS)
56
California State Teachers Retirement System (CalSTRS)
California
$9.88K
Russell Investments Group
57
Russell Investments Group
United Kingdom
$8.07K +$3.47K +298 +76%
AB
58
Amalgamated Bank
New York
$5K
HCA
59
Harbor Capital Advisors
Illinois
$4K +$2.37K +204 +119%
SCM
60
Sterling Capital Management
North Carolina
$2.45K -$2.18K -187 -47%
Fidelity Investments
61
Fidelity Investments
Massachusetts
$2.4K -$81 -7 -3%
C
62
Covestor
United Kingdom
$2K +$1.93K +166 +615%
GI
63
GAMMA Investing
California
$843 +$838 +72 New
TWD
64
True Wealth Design
Ohio
$586 +$268 +23 +85%
EWA
65
EverSource Wealth Advisors
Alabama
$199 +$198 +17 New
PNC Financial Services Group
66
PNC Financial Services Group
Pennsylvania
$187 +$186 +16 New
IA
67
IFP Advisors
Florida
$12
SS
68
SBI Securities
Japan
$12
FCM
69
FJ Capital Management
Virginia
-$3.04M -264,299 Closed
KTA
70
Keeley-Teton Advisors
Illinois
-$173K -15,000 Closed
Acadian Asset Management
71
Acadian Asset Management
Massachusetts
-$124K -10,832 Closed
PMAM
72
Picton Mahoney Asset Management
Ontario, Canada
-$14K -1,175 Closed
AAP
73
Arax Advisory Partners
Colorado
-$231 -20 Closed

PBFS Hedge Fund Activity: Q1 2025 in Review

68 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Pioneer Bancorp (PBFS) for Q1 2025, worth a combined $73.3M — up 1.5% from $72.2M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new PBFS positions and 5 closed out — a net gain of 4 holders — while 19 added to existing stakes and 24 trimmed.

The largest buyer was Private Capital Management (Florida), opening a new position worth an estimated $3.02M. The largest seller was FJ Capital Management, exiting entirely with an estimated $3.04M sold.

  • 68 institutional investors held Pioneer Bancorp (PBFS) as of Q1 2025, up from 64 in Q4 2024.
  • Funds reported $73.3M of Pioneer Bancorp stock for Q1 2025, up 1.5% quarter-over-quarter.
  • 9 funds opened new Pioneer Bancorp positions in Q1 2025 and 5 closed out, a net change of +4 holders.
  • The largest Pioneer Bancorp buyer in Q1 2025 was Private Capital Management (Florida), an estimated $3.02M added.
  • The largest Pioneer Bancorp seller in Q1 2025 was FJ Capital Management, an estimated $3.04M sold.

Based on aggregated 13F filings for Q1 2025.