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Pitney Bowes

320 hedge funds and large institutions have $1.52B invested in Pitney Bowes in 2025 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 109 increasing their positions, 107 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more call options, than puts

Call options by funds: $37M | Put options by funds: $20.5M

67% more funds holding in top 10

Funds holding in top 10: 35 (+2)

12% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 41

8% more capital invested

Capital invested by funds: $1.4B → $1.52B (+$117M)

6.99% more ownership

Funds ownership: 69.99%76.98% (+7%)

2% more repeat investments, than reductions

Existing positions increased: 109 | Existing positions reduced: 107

1% more funds holding

Funds holding: 317320 (+3)

Holders
320
Holders Change
+3
Holders Change %
+0.95%
% of All Funds
4.2%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.07%
New
46
Increased
109
Reduced
107
Closed
41
Calls
$37M
Puts
$20.5M
Net Calls
+$16.5M
Net Calls Change
+$1.21M
Name Holding Trade Value Shares
Change
Change in
Stake
Corient Private Wealth
201
Corient Private Wealth
Florida
$259K +$50.2K +4,306 +23%
CHA
202
Cooper/Haims Advisors
New York
$256K -$58.2K -5,000 -18%
AF
203
Allworth Financial
California
$251K +$151 +13 +0.1%
Carson Wealth (CWM LLC)
204
Carson Wealth (CWM LLC)
Nebraska
$248K +$3.26K +280 +1%
TDC
205
Thompson Davis & Co
Virginia
$248K -$2.03K -174 -0.8%
CIM
206
Contravisory Investment Management
Massachusetts
$247K +$252K +21,634 New
IIM
207
Ironwood Investment Management
Massachusetts
$242K
CA
208
Crumly & Associates
Illinois
$241K -$48.4K -4,158 -16%
TRIA
209
Trail Ridge Investment Advisors
Colorado
$238K +$11.7K +1,008 +5%
AIM
210
AXA Investment Managers
France
$219K +$223K +19,170 New
NS
211
NBC Securities
Alabama
$216K +$88.3K +7,578 +67%
FA
212
Fiducient Advisors
Illinois
$211K
CBU
213
CIBC Bancorp USA
Illinois
$210K +$214K +18,403 New
Creative Planning
214
Creative Planning
Kansas
$210K +$25.5K +2,188 +13%
WS
215
Wedbush Securities
California
$206K -$235K -20,147 -53%
QCM
216
Quantinno Capital Management
New York
$206K +$35.6K +3,053 +20%
MOACM
217
Mutual of America Capital Management
New York
$202K -$29.3K -2,519 -12%
Wealth Enhancement Advisory Services
218
Wealth Enhancement Advisory Services
Minnesota
$198K +$24.6K +2,116 +13%
Balyasny Asset Management
219
Balyasny Asset Management
Illinois
$196K +$9.79K +841 +5%
PM
220
Penbrook Management
New York
$195K -$339K -29,125 -63%
AIM
221
Advyzon Investment Management
Illinois
$194K +$198K +17,020 New
Neuberger Berman Group
222
Neuberger Berman Group
New York
$192K -$9.36K -804 -5%
CIP
223
Cornerstone Investment Partners
Georgia
$181K -$13.8K -1,183 -7%
CGH
224
Crossmark Global Holdings
Texas
$171K +$140 +12 +0.1%
HFM
225
Harvest Fund Management
China
$171K -$288K -24,716 -62%

PBI Hedge Fund Activity: Q3 2025 in Review

320 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in Pitney Bowes (PBI) for Q3 2025, worth a combined $1.52B — up 8.4% from $1.4B a quarter earlier.

Buyers outnumbered sellers: 46 funds opened new PBI positions and 41 closed out — a net gain of 5 holders — while 109 added to existing stakes and 107 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $22.1M. The largest seller was Vanguard Group, cutting an estimated $37.3M.

  • 320 institutional investors held Pitney Bowes (PBI) as of Q3 2025, up from 317 in Q2 2025.
  • Funds reported $1.52B of Pitney Bowes stock for Q3 2025, up 8.4% quarter-over-quarter.
  • 46 funds opened new Pitney Bowes positions in Q3 2025 and 41 closed out, a net change of +5 holders.
  • The largest Pitney Bowes buyer in Q3 2025 was T. Rowe Price Associates, an estimated $22.1M added.
  • The largest Pitney Bowes seller in Q3 2025 was Vanguard Group, an estimated $37.3M sold.

Based on aggregated 13F filings for Q3 2025.