We are live on ! Find out more
PFIS icon

Peoples Financial Services

94 hedge funds and large institutions have $155M invested in Peoples Financial Services in 2025 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 35 increasing their positions, 26 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 9

35% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 26

12% more capital invested

Capital invested by funds: $138M → $155M (+$16.9M)

3% more funds holding

Funds holding: 9194 (+3)

0.36% more ownership

Funds ownership: 31.09%31.45% (+0.36%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
94
Holders Change
+3
Holders Change %
+3.3%
% of All Funds
1.24%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
13
Increased
35
Reduced
26
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
26
LPL Financial
California
$751K +$21.1K +455 +3%
CAAM
27
Cornerstone Advisors Asset Management
Pennsylvania
$748K
Qube Research & Technologies (QRT)
28
Qube Research & Technologies (QRT)
United Kingdom
$704K +$28.3K +610 +4%
Commonwealth Equity Services
29
Commonwealth Equity Services
Massachusetts
$702K +$3.01K +65 +0.5%
RhumbLine Advisers
30
RhumbLine Advisers
Massachusetts
$683K +$27.7K +597 +5%
Susquehanna International Group
31
Susquehanna International Group
Pennsylvania
$656K -$3.1K -67 -0.5%
Two Sigma Investments
32
Two Sigma Investments
New York
$610K -$177K -3,813 -24%
P
33
&Partners
Tennessee
$609K +$324 +7 +0.1%
Stifel Financial
34
Stifel Financial
Missouri
$608K
Ameriprise
35
Ameriprise
Minnesota
$600K +$126K +2,713 +29%
SHIM
36
Stone House Investment Management
Pennsylvania
$576K -$139 -3 -0%
Jane Street
37
Jane Street
New York
$574K +$52.1K +1,124 +11%
FL
38
Fourthstone LLC
Missouri
$568K +$533K +11,512 New
UBS Group
39
UBS Group
Switzerland
$546K -$134K -2,889 -21%
JCM
40
Jacobi Capital Management
Pennsylvania
$532K +$23.5K +508 +5%
Invesco
41
Invesco
Georgia
$464K +$5.98K +129 +1%
JP Morgan Chase
42
JP Morgan Chase
New York
$405K -$382K -8,248 -50%
Focus Partners Wealth
43
Focus Partners Wealth
Massachusetts
$397K +$463 +10 +0.1%
Wealth Enhancement Advisory Services
44
Wealth Enhancement Advisory Services
Minnesota
$392K -$28K -605 -8%
Bank of America
45
Bank of America
North Carolina
$362K -$54.2K -1,169 -14%
Royal Bank of Canada
46
Royal Bank of Canada
Ontario, Canada
$343K -$58.4K -1,260 -15%
Janney Montgomery Scott
47
Janney Montgomery Scott
Pennsylvania
$332K
AllianceBernstein
48
AllianceBernstein
Tennessee
$326K +$30.1K +650 +11%
First Trust Advisors
49
First Trust Advisors
Illinois
$316K +$17.7K +381 +6%
MIM
50
MetLife Investment Management
New Jersey
$304K +$42.8K +924 +18%

PFIS Hedge Fund Activity: Q2 2025 in Review

94 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Peoples Financial Services (PFIS) for Q2 2025, worth a combined $155M — up 12% from $138M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new PFIS positions and 9 closed out — a net gain of 4 holders — while 35 added to existing stakes and 26 trimmed.

The largest buyer was Segall Bryant & Hamill, opening a new position worth an estimated $1.87M. The largest seller was BlackRock, cutting an estimated $1.05M.

  • 94 institutional investors held Peoples Financial Services (PFIS) as of Q2 2025, up from 91 in Q1 2025.
  • Funds reported $155M of Peoples Financial Services stock for Q2 2025, up 12% quarter-over-quarter.
  • 13 funds opened new Peoples Financial Services positions in Q2 2025 and 9 closed out, a net change of +4 holders.
  • The largest Peoples Financial Services buyer in Q2 2025 was Segall Bryant & Hamill, an estimated $1.87M added.
  • The largest Peoples Financial Services seller in Q2 2025 was BlackRock, an estimated $1.05M sold.

Based on aggregated 13F filings for Q2 2025.