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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
Envestnet Portfolio Solutions
201
Envestnet Portfolio Solutions
Illinois
$232K +$69.6K +7,683 +43%
Carson Wealth (CWM LLC)
202
Carson Wealth (CWM LLC)
Nebraska
$231K +$178K +19,700 +339%
XT
203
XTX Topco
Cayman Islands
$226K +$227K +25,021 New
SPIA
204
Steward Partners Investment Advisory
New York
$222K -$1.99K -220 -0.9%
Pictet Asset Management
205
Pictet Asset Management
Switzerland
$220K +$63.1K +6,964 +40%
OSAM
206
O'Shaughnessy Asset Management
Connecticut
$216K -$27.8K -3,072 -11%
Man Group
207
Man Group
United Kingdom
$216K -$700K -77,304 -76%
Commonwealth Equity Services
208
Commonwealth Equity Services
Massachusetts
$214K -$25K -2,761 -10%
MOACM
209
Mutual of America Capital Management
New York
$208K -$8.38K -925 -4%
CC
210
Corton Capital
Ontario, Canada
$196K -$79.8K -8,812 -29%
OF
211
Optimize Financial
California
$195K -$82.9K -9,154 -30%
A
212
AlphaQuest
New York
$194K -$391K -43,129 -67%
AIM
213
Aigen Investment Management
New York
$187K +$188K +20,705 New
PD
214
Point72 (DIFC)
United Arab Emirates
$183K +$183K +20,232 New
AF
215
Allworth Financial
California
$182K +$194K +21,376 +16,831%
FA
216
Fiducient Advisors
Illinois
$181K
BC
217
Barnett & Company
Tennessee
$176K +$177K +19,500 New
Wolverine Trading
218
Wolverine Trading
Illinois
$173K -$50.7K -5,596 -23%
SPA
219
Sherbrooke Park Advisers
New York
$173K -$82.7K -9,131 -32%
Walleye Trading
220
Walleye Trading
New York
$171K -$1.77M -195,521 -91%
TFS
221
Thoroughbred Financial Services
Tennessee
$171K +$172K +18,950 New
Grantham, Mayo, Van Otterloo & Co (GMO)
222
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$162K
AC
223
AXQ Capital
New Jersey
$156K +$156K +17,244 New
CIP
224
Cornerstone Investment Partners
Georgia
$154K +$155K +17,061 New
OAM
225
Oxford Asset Management
United Kingdom
$153K +$60.8K +6,706 +66%

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.