We are live on ! Find out more
PFIS icon

Peoples Financial Services

91 hedge funds and large institutions have $138M invested in Peoples Financial Services in 2025 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 26 increasing their positions, 29 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.52% more ownership

Funds ownership: 30.57%31.09% (+0.52%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

4% less funds holding

Funds holding: 9591 (-4)

10% less repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 29

12% less capital invested

Capital invested by funds: $156M → $138M (-$18.1M)

20% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 15

Holders
91
Holders Change
-4
Holders Change %
-4.21%
% of All Funds
1.22%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
12
Increased
26
Reduced
29
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Two Sigma Investments
26
Two Sigma Investments
New York
$719K +$790K +16,170 New
Goldman Sachs
27
Goldman Sachs
New York
$702K -$462K -9,453 -37%
CAAM
28
Cornerstone Advisors Asset Management
Pennsylvania
$674K
LPL Financial
29
LPL Financial
California
$656K +$63.8K +1,306 +10%
Commonwealth Equity Services
30
Commonwealth Equity Services
Massachusetts
$629K +$3.57K +73 +0.5%
UBS Group
31
UBS Group
Switzerland
$620K +$309K +6,329 +83%
Qube Research & Technologies (QRT)
32
Qube Research & Technologies (QRT)
United Kingdom
$607K +$468K +9,576 +235%
Susquehanna International Group
33
Susquehanna International Group
Pennsylvania
$594K +$336K +6,881 +106%
RhumbLine Advisers
34
RhumbLine Advisers
Massachusetts
$589K +$3.08K +63 +0.5%
P
35
&Partners
Tennessee
$552K -$35.3K -723 -6%
Stifel Financial
36
Stifel Financial
Missouri
$547K
SHIM
37
Stone House Investment Management
Pennsylvania
$519K -$1.42K -29 -0.2%
Jane Street
38
Jane Street
New York
$467K +$513K +10,497 New
JCM
39
Jacobi Capital Management
Pennsylvania
$457K -$27.4K -560 -5%
Ameriprise
40
Ameriprise
Minnesota
$419K +$461K +9,432 New
Barclays
41
Barclays
United Kingdom
$418K -$226K -4,624 -33%
Invesco
42
Invesco
Georgia
$412K -$42.3K -866 -9%
Bank of America
43
Bank of America
North Carolina
$378K -$184K -3,770 -31%
Royal Bank of Canada
44
Royal Bank of Canada
Ontario, Canada
$364K +$124K +2,538 +45%
Focus Partners Wealth
45
Focus Partners Wealth
Massachusetts
$357K +$98 +2 +0%
Wealth Enhancement Advisory Services
46
Wealth Enhancement Advisory Services
Minnesota
$353K +$101K +2,066 +35%
Deutsche Bank
47
Deutsche Bank
Germany
$321K -$47.6K -974 -12%
Citigroup
48
Citigroup
New York
$310K -$34.1K -697 -9%
Janney Montgomery Scott
49
Janney Montgomery Scott
Pennsylvania
$299K
First Trust Advisors
50
First Trust Advisors
Illinois
$268K -$2.15K -44 -0.7%

PFIS Hedge Fund Activity: Q1 2025 in Review

91 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Peoples Financial Services (PFIS) for Q1 2025, worth a combined $138M — down 12% from $156M a quarter earlier.

Sellers outnumbered buyers: 15 funds closed out of PFIS and 12 opened new positions — a net loss of 3 holders — while 29 trimmed existing stakes and 26 added.

The largest buyer was Hotchkis & Wiley Capital Management, opening a new position worth an estimated $2.9M. The largest seller was Segall Bryant & Hamill, exiting entirely with an estimated $1.92M sold.

  • 91 institutional investors held Peoples Financial Services (PFIS) as of Q1 2025, down from 95 in Q4 2024.
  • Funds reported $138M of Peoples Financial Services stock for Q1 2025, down 12% quarter-over-quarter.
  • 12 funds opened new Peoples Financial Services positions in Q1 2025 and 15 closed out, a net change of -3 holders.
  • The largest Peoples Financial Services buyer in Q1 2025 was Hotchkis & Wiley Capital Management, an estimated $2.9M added.
  • The largest Peoples Financial Services seller in Q1 2025 was Segall Bryant & Hamill, an estimated $1.92M sold.

Based on aggregated 13F filings for Q1 2025.