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Peoples Financial Services

102 hedge funds and large institutions have $147M invested in Peoples Financial Services in 2025 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 33 increasing their positions, 36 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

10% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 10

0% more funds holding

Funds holding: 102102 (0)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.94% less ownership

Funds ownership: 31.18%30.24% (-0.94%)

3% less capital invested

Capital invested by funds: $152M → $147M (-$4.41M)

8% less repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 36

Holders
102
Holders Change
Holders Change %
0%
% 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
11
Increased
33
Reduced
36
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Barclays
26
Barclays
United Kingdom
$707K +$18K +373 +3%
AQR Capital Management
27
AQR Capital Management
Connecticut
$609K -$105K -2,179 -15%
P
28
&Partners
Tennessee
$602K +$290 +6 +0%
Janney Montgomery Scott
29
Janney Montgomery Scott
Pennsylvania
$597K +$267K +5,526 +82%
Qube Research & Technologies (QRT)
30
Qube Research & Technologies (QRT)
United Kingdom
$595K -$430K -8,907 -42%
LPL Financial
31
LPL Financial
California
$586K -$176K -3,648 -23%
Invesco
32
Invesco
Georgia
$579K -$53.4K -1,104 -8%
Bank of America
33
Bank of America
North Carolina
$574K +$188K +3,894 +49%
RhumbLine Advisers
34
RhumbLine Advisers
Massachusetts
$571K -$85.8K -1,776 -13%
QCM
35
Quantinno Capital Management
New York
$564K +$198K +4,091 +55%
Stifel Financial
36
Stifel Financial
Missouri
$556K -$43K -890 -7%
JP Morgan Chase
37
JP Morgan Chase
New York
$548K +$30.3K +626 +6%
BAM
38
Berkshire Asset Management
Pennsylvania
$545K -$479K -9,908 -47%
JCM
39
Jacobi Capital Management
Pennsylvania
$523K -$3.09K -64 -0.6%
SHIM
40
Stone House Investment Management
Pennsylvania
$495K -$73.3K -1,517 -13%
RAM
41
Riggs Asset Management
Pennsylvania
$450K -$6.14K -127 -1%
SIP
42
Stoneridge Investment Partners
Pennsylvania
$435K +$136K +2,807 +46%
Connor, Clark & Lunn Investment Management (CC&L)
43
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$415K +$98.6K +2,040 +32%
Focus Partners Wealth
44
Focus Partners Wealth
Massachusetts
$393K -$290 -6 -0.1%
Deutsche Bank
45
Deutsche Bank
Germany
$356K
Wealth Enhancement Advisory Services
46
Wealth Enhancement Advisory Services
Minnesota
$346K -$32.5K -673 -9%
UBS Group
47
UBS Group
Switzerland
$342K -$47.5K -982 -12%
AllianceBernstein
48
AllianceBernstein
Tennessee
$321K
Citadel Advisors
49
Citadel Advisors
Florida
$310K +$307K +6,360 New
HW
50
Hancock Whitney
Mississippi
$293K

PFIS Hedge Fund Activity: Q4 2025 in Review

102 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Peoples Financial Services (PFIS) for Q4 2025, worth a combined $147M — down 2.9% from $152M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new PFIS positions and 10 closed out — a net gain of 1 holder — while 33 added to existing stakes and 36 trimmed.

The largest buyer was American Century Companies, adding an estimated $1.37M. The largest seller was Peoples Financial Services Corp, cutting an estimated $4.66M.

  • 102 institutional investors held Peoples Financial Services (PFIS) as of Q4 2025, unchanged from Q3 2025.
  • Funds reported $147M of Peoples Financial Services stock for Q4 2025, down 2.9% quarter-over-quarter.
  • 11 funds opened new Peoples Financial Services positions in Q4 2025 and 10 closed out, a net change of +1 holder.
  • The largest Peoples Financial Services buyer in Q4 2025 was American Century Companies, an estimated $1.37M added.
  • The largest Peoples Financial Services seller in Q4 2025 was Peoples Financial Services Corp, an estimated $4.66M sold.

Based on aggregated 13F filings for Q4 2025.