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Pitney Bowes
PBI

Overview Fund Activity

314 hedge funds and large institutions have $1.4B invested in Pitney Bowes in 2025 Q2 according to their latest regulatory filings, with 49 funds opening new positions, 120 increasing their positions, 99 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
314
Holders Change
+2
Holders Change %
+0.64%
% of All Funds
4.21%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
49
Increased
120
Reduced
99
Closed
45
Calls
$30.5M
Puts
$15.3M
Net Calls
+$15.3M
Net Calls Change
+$4.73M

Top Buyers

1
T. Rowe Price Investment Management
1
T. Rowe Price Investment Management
Maryland
$22.3M
2
AA
2
Ancora Advisors
Ohio
$18.2M
3
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$15.2M
4
HAI
4
Hennessy Advisors Inc
California
$12.7M
5
Millennium Management
5
Millennium Management
New York
$15.7M

Top Sellers

1
HCM
1
Hestia Capital Management
Pennsylvania
$131M
2
Goldman Sachs
2
Goldman Sachs
New York
$28.5M
3
Alyeska Investment Group
3
Alyeska Investment Group
Illinois
$0
4
Invesco
4
Invesco
Georgia
$22.1M
5
D.E. Shaw & Co
5
D.E. Shaw & Co
New York
$5.71M
Name Holding Trade Value Shares
Change 		Shares
Change %
AF
201
Allworth Financial
California
$240K +$5.36K +491 +2%
Carson Wealth (CWM LLC)
202
Carson Wealth (CWM LLC)
Nebraska
$234K -$43.9K -4,032 -16%
OF
203
Optimize Financial
California
$233K -$1.66K -152 -0.7%
IIM
204
Ironwood Investment Management
Massachusetts
$231K -$343K -31,411 -60%
TRIA
205
Trail Ridge Investment Advisors
Colorado
$226K -$110K -9,656 -33%
MOACM
206
Mutual of America Capital Management
New York
$221K -$30.1K -2,763 -12%
TFS
207
Thoroughbred Financial Services
Tennessee
$215K +$8.6K +790 +4%
AIP
208
Ameritas Investment Partners
Nebraska
$204K +$32.9K +3,018 +19%
FA
209
Fiducient Advisors
Illinois
$201K -$16.8K -1,537 -8%
Corient Private Wealth
210
Corient Private Wealth
Florida
$200K +$200K +18,371 New
Neuberger Berman Group
211
Neuberger Berman Group
New York
$192K +$23.9K +2,188 +14%
TSS
212
Two Sigma Securities
New York
$190K +$190K +17,391 New
CIP
213
Cornerstone Investment Partners
Georgia
$186K +$76 +7 +0%
TRCT
214
Tower Research Capital (TRC)
New York
$185K +$125K +11,416 +207%
Wealth Enhancement Advisory Services
215
Wealth Enhancement Advisory Services
Minnesota
$182K +$25.2K +2,194 +16%
Northwestern Mutual Wealth Management
216
Northwestern Mutual Wealth Management
Wisconsin
$181K +$181K +16,626 New
Balyasny Asset Management
217
Balyasny Asset Management
Illinois
$178K +$178K +16,336 New
Creative Planning
218
Creative Planning
Kansas
$177K +$49.9K +4,574 +39%
Mariner
219
Mariner
Kansas
$169K -$567 -52 -0.3%
Walleye Capital
220
Walleye Capital
New York
$169K +$77K +7,059 +84%
VCM
221
Voleon Capital Management
California
$169K -$878K -80,468 -84%
QCM
222
Quantinno Capital Management
New York
$164K +$164K +14,993 New
CGH
223
Crossmark Global Holdings
Texas
$164K -$1.51K -138 -0.9%
FTWA
224
Fifth Third Wealth Advisors
Ohio
$160K +$175 +16 +0.1%
Fifth Third Bancorp
225
Fifth Third Bancorp
Ohio
$157K -$15K -1,373 -9%
7 8
9
10 11