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Pitney Bowes

317 hedge funds and large institutions have $1.4B invested in Pitney Bowes in 2025 Q2 according to their latest regulatory filings, with 48 funds opening new positions, 121 increasing their positions, 101 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more call options, than puts

Call options by funds: $30.5M | Put options by funds: $15.3M

23% more capital invested

Capital invested by funds: $1.14B → $1.4B (+$260M)

20% more repeat investments, than reductions

Existing positions increased: 121 | Existing positions reduced: 101

1.2% more ownership

Funds ownership: 68.79%69.99% (+1.2%)

7% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 45

1% more funds holding

Funds holding: 314317 (+3)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

Holders
317
Holders Change
+3
Holders Change %
+0.96%
% of All Funds
4.17%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
48
Increased
121
Reduced
101
Closed
45
Calls
$30.5M
Puts
$15.3M
Net Calls
+$15.3M
Net Calls Change
+$4.73M
Name Holding Trade Value Shares
Change
Change in
Stake
CWM
201
CIBC World Markets
New York
$247K -$130K -13,821 -38%
Commonwealth Equity Services
202
Commonwealth Equity Services
Massachusetts
$241K -$15K -1,595 -7%
TDC
203
Thompson Davis & Co
Virginia
$241K +$78.7K +8,361 +61%
AF
204
Allworth Financial
California
$240K +$4.62K +491 +2%
Carson Wealth (CWM LLC)
205
Carson Wealth (CWM LLC)
Nebraska
$234K -$37.9K -4,032 -16%
OF
206
Optimize Financial
California
$233K -$1.43K -152 -0.7%
IIM
207
Ironwood Investment Management
Massachusetts
$231K -$296K -31,411 -60%
TRIA
208
Trail Ridge Investment Advisors
Colorado
$226K -$90.9K -9,656 -33%
MOACM
209
Mutual of America Capital Management
New York
$221K -$26K -2,763 -12%
TFS
210
Thoroughbred Financial Services
Tennessee
$215K +$7.43K +790 +4%
AIP
211
Ameritas Investment Partners
Nebraska
$204K +$28.4K +3,018 +19%
FA
212
Fiducient Advisors
Illinois
$201K -$14.5K -1,537 -8%
Corient Private Wealth
213
Corient Private Wealth
Florida
$200K +$173K +18,371 New
Neuberger Berman Group
214
Neuberger Berman Group
New York
$192K +$20.6K +2,188 +14%
TSS
215
Two Sigma Securities
New York
$190K +$164K +17,391 New
CIP
216
Cornerstone Investment Partners
Georgia
$186K +$66 +7 +0%
TRCT
217
Tower Research Capital (TRC)
New York
$185K +$107K +11,416 +207%
Wealth Enhancement Advisory Services
218
Wealth Enhancement Advisory Services
Minnesota
$182K +$20.6K +2,194 +16%
Northwestern Mutual Wealth Management
219
Northwestern Mutual Wealth Management
Wisconsin
$181K +$156K +16,626 New
Balyasny Asset Management
220
Balyasny Asset Management
Illinois
$178K +$154K +16,336 New
Creative Planning
221
Creative Planning
Kansas
$177K +$43K +4,574 +39%
Mariner
222
Mariner
Kansas
$169K -$489 -52 -0.3%
Walleye Capital
223
Walleye Capital
New York
$169K +$66.4K +7,059 +84%
VCM
224
Voleon Capital Management
California
$169K -$757K -80,468 -84%
QCM
225
Quantinno Capital Management
New York
$164K +$141K +14,993 New

PBI Hedge Fund Activity: Q2 2025 in Review

317 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Pitney Bowes (PBI) for Q2 2025, worth a combined $1.4B — up 23% from $1.14B a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new PBI positions and 45 closed out — a net gain of 3 holders — while 121 added to existing stakes and 101 trimmed.

The largest buyer was T. Rowe Price Investment Management, opening a new position worth an estimated $19.2M. The largest seller was Hestia Capital Management, cutting an estimated $15.7M.

  • 317 institutional investors held Pitney Bowes (PBI) as of Q2 2025, up from 314 in Q1 2025.
  • Funds reported $1.4B of Pitney Bowes stock for Q2 2025, up 23% quarter-over-quarter.
  • 48 funds opened new Pitney Bowes positions in Q2 2025 and 45 closed out, a net change of +3 holders.
  • The largest Pitney Bowes buyer in Q2 2025 was T. Rowe Price Investment Management, an estimated $19.2M added.
  • The largest Pitney Bowes seller in Q2 2025 was Hestia Capital Management, an estimated $15.7M sold.

Based on aggregated 13F filings for Q2 2025.