We are live on ! Find out more
PBI icon

Pitney Bowes

314 hedge funds and large institutions have $1.14B invested in Pitney Bowes in 2025 Q1 according to their latest regulatory filings, with 66 funds opening new positions, 88 increasing their positions, 110 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 66 | Existing positions closed: 33

72% more call options, than puts

Call options by funds: $25.2M | Put options by funds: $14.7M

25% more capital invested

Capital invested by funds: $910M → $1.14B (+$228M)

11% more funds holding

Funds holding: 284314 (+30)

0.36% less ownership

Funds ownership: 69.14%68.79% (-0.36%)

20% less repeat investments, than reductions

Existing positions increased: 88 | Existing positions reduced: 110

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
314
Holders Change
+30
Holders Change %
+10.56%
% of All Funds
4.21%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
66
Increased
88
Reduced
110
Closed
33
Calls
$25.2M
Puts
$14.7M
Net Calls
+$10.5M
Net Calls Change
+$2.17M
Name Holding Trade Value Shares
Change
Change in
Stake
Dimensional Fund Advisors
226
Dimensional Fund Advisors
Texas
$152K -$773K -85,376 -84%
Acadian Asset Management
227
Acadian Asset Management
Massachusetts
$143K -$103K -11,378 -42%
AIP
228
Ameritas Investment Partners
Nebraska
$142K
Fifth Third Bancorp
229
Fifth Third Bancorp
Ohio
$142K +$1.58K +174 +1%
Mariner
230
Mariner
Kansas
$141K +$10.9K +1,202 +8%
Neuberger Berman Group
231
Neuberger Berman Group
New York
$139K +$140K +15,410 New
CGH
232
Crossmark Global Holdings
Texas
$137K -$36 -4 -0%
FTWA
233
Fifth Third Wealth Advisors
Ohio
$132K +$172 +19 +0.1%
CLA
234
Carnegie Lake Advisors
New Jersey
$126K -$2.27K -250 -2%
JG
235
Jain Global
New York
$126K +$126K +13,878 New
CL
236
Choreo LLC
Illinois
$125K -$315K -34,729 -72%
Wealth Enhancement Advisory Services
237
Wealth Enhancement Advisory Services
Minnesota
$124K +$124K +13,702 New
NBWM
238
North Berkeley Wealth Management
California
$123K
ECM
239
Everence Capital Management
Indiana
$123K -$81.9K -9,040 -40%
TDC
240
Thompson Davis & Co
Virginia
$122K +$124K +13,683 New
PI
241
PFG Investments
New York
$117K +$14.9K +1,644 +15%
TC
242
Truvestments Capital
Florida
$109K
Baird Financial Group
243
Baird Financial Group
Wisconsin
$106K -$29K -3,206 -22%
Creative Planning
244
Creative Planning
Kansas
$105K +$105K +11,640 New
SC
245
Syon Capital
California
$102K
VPIM
246
Vanguard Personalized Indexing Management
California
$101K +$4.2K +464 +4%
EAM
247
Evanson Asset Management
California
$99.5K +$607 +67 +0.6%
CIBC Asset Management
248
CIBC Asset Management
Ontario, Canada
$98.2K -$1.57K -173 -2%
Universal-Beteiligungs- und Servicegesellschaft
249
Universal-Beteiligungs- und Servicegesellschaft
Germany
$97.8K +$97.9K +10,809 New
USAA
250
United Services Automobile Association
Texas
$95.9K +$93.4K +10,312 New

PBI Hedge Fund Activity: Q1 2025 in Review

314 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Pitney Bowes (PBI) for Q1 2025, worth a combined $1.14B — up 25% from $910M a quarter earlier.

Buyers outnumbered sellers: 66 funds opened new PBI positions and 33 closed out — a net gain of 33 holders — while 88 added to existing stakes and 110 trimmed.

The largest buyer was Cannell & Spears, opening a new position worth an estimated $12M. The largest seller was Hestia Capital Management, cutting an estimated $18.9M.

  • 314 institutional investors held Pitney Bowes (PBI) as of Q1 2025, up from 284 in Q4 2024.
  • Funds reported $1.14B of Pitney Bowes stock for Q1 2025, up 25% quarter-over-quarter.
  • 66 funds opened new Pitney Bowes positions in Q1 2025 and 33 closed out, a net change of +33 holders.
  • The largest Pitney Bowes buyer in Q1 2025 was Cannell & Spears, an estimated $12M added.
  • The largest Pitney Bowes seller in Q1 2025 was Hestia Capital Management, an estimated $18.9M sold.

Based on aggregated 13F filings for Q1 2025.