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Pitney Bowes

324 hedge funds and large institutions have $1.33B invested in Pitney Bowes in 2025 Q4 according to their latest regulatory filings, with 55 funds opening new positions, 79 increasing their positions, 139 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

183% more call options, than puts

Call options by funds: $40.6M | Put options by funds: $14.3M

15% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 48

1% more funds holding

Funds holding: 320324 (+4)

1.17% more ownership

Funds ownership: 76.98%78.15% (+1.2%)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

12% less capital invested

Capital invested by funds: $1.52B → $1.33B (-$186M)

43% less repeat investments, than reductions

Existing positions increased: 79 | Existing positions reduced: 139

Holders
324
Holders Change
+4
Holders Change %
+1.25%
% of All Funds
3.94%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
55
Increased
79
Reduced
139
Closed
48
Calls
$40.6M
Puts
$14.3M
Net Calls
+$26.3M
Net Calls Change
+$9.78M
Name Holding Trade Value Shares
Change
Change in
Stake
IIM
201
Ironwood Investment Management
Massachusetts
$224K
Mercer Global Advisors
202
Mercer Global Advisors
Colorado
$221K +$61.7K +5,946 +40%
CIM
203
Contravisory Investment Management
Massachusetts
$220K -$8.65K -834 -4%
IWC
204
Integrated Wealth Concepts
Massachusetts
$211K +$207K +19,929 New
CA
205
Crumly & Associates
Illinois
$201K -$21.9K -2,115 -10%
SSA
206
Schonfeld Strategic Advisors
New York
$197K +$193K +18,641 New
FA
207
Fiducient Advisors
Illinois
$195K
TI
208
Tidal Investments
Wisconsin
$195K -$334K -32,172 -64%
Commonwealth Equity Services
209
Commonwealth Equity Services
Massachusetts
$193K -$95.6K -9,222 -34%
Creative Planning
210
Creative Planning
Kansas
$187K -$7.2K -694 -4%
Carson Wealth (CWM LLC)
211
Carson Wealth (CWM LLC)
Nebraska
$186K -$43.2K -4,162 -19%
MOACM
212
Mutual of America Capital Management
New York
$179K -$8.48K -818 -5%
HIS
213
Harvest Investment Services
Illinois
$178K -$3.45M -332,531 -95%
Neuberger Berman Group
214
Neuberger Berman Group
New York
$173K -$4.44K -428 -3%
Stifel Financial
215
Stifel Financial
Missouri
$171K +$167K +16,140 New
PHS
216
Pekin Hardy Strauss
Illinois
$170K -$254K -24,491 -60%
CIP
217
Cornerstone Investment Partners
Georgia
$168K +$104 +10 +0.1%
Baird Financial Group
218
Baird Financial Group
Wisconsin
$166K +$27.2K +2,624 +20%
Wealth Enhancement Advisory Services
219
Wealth Enhancement Advisory Services
Minnesota
$163K -$20.1K -1,943 -11%
CGH
220
Crossmark Global Holdings
Texas
$159K
Grantham, Mayo, Van Otterloo & Co (GMO)
221
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$157K -$99.8K -9,624 -39%
FFP
222
FourThought Financial Partners
Florida
$157K +$154K +14,817 New
FWA
223
FORM Wealth Advisors
Wisconsin
$155K +$152K +14,684 New
Northwestern Mutual Wealth Management
224
Northwestern Mutual Wealth Management
Wisconsin
$144K
ECM
225
Everence Capital Management
Indiana
$144K