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Peoples Financial Services
PFIS

Overview Fund Activity

93 hedge funds and large institutions have $155M invested in Peoples Financial Services in 2025 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 36 increasing their positions, 25 reducing their positions, and 9 closing their positions.

Holders
93
Holders Change
+1
Holders Change %
+1.09%
% of All Funds
1.25%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
12
Increased
36
Reduced
25
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SBH
1
Segall Bryant & Hamill
Illinois
$1.99M
2
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$13.5M
3
Geode Capital Management
3
Geode Capital Management
Massachusetts
$11.4M
4
FL
4
Fourthstone LLC
Missouri
$568K
5
Morgan Stanley
5
Morgan Stanley
New York
$1.78M

Top Sellers

1
BlackRock
1
BlackRock
New York
$32.4M
2
Goldman Sachs
2
Goldman Sachs
New York
$0
3
Citadel Advisors
3
Citadel Advisors
Florida
$258K
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$405K
5
NL
5
Nuveen LLC
North Carolina
$1.11M
Name Market Value Shares Shares
Change 		Shares
Change %
Canada Life
76
Canada Life
Manitoba, Canada
$36K 739 +121 +20%
California State Teachers Retirement System (CalSTRS)
77
California State Teachers Retirement System (CalSTRS)
California
$32.9K 667 – –
AB
78
Amalgamated Bank
New York
$16K 318 – –
VCM
79
Versant Capital Management
Arizona
$13.8K 280 +83 +42%
SCM
80
Sterling Capital Management
North Carolina
$11.3K 228 +105 +85%
GI
81
GAMMA Investing
California
$9.58K 194 -81 -29%
Carson Wealth (CWM LLC)
82
Carson Wealth (CWM LLC)
Nebraska
$9K 181 +56 +45%
EWA
83
EverSource Wealth Advisors
Alabama
$8.94K 181 +178 +5,933%
NA
84
NewEdge Advisors
Louisiana
$8.05K 163 +163 New
Fidelity Investments
85
Fidelity Investments
Massachusetts
$6.78K 137 -61 -31%
HCA
86
Harbor Capital Advisors
Illinois
$6K 120 -23 -16%
Jones Financial Companies
87
Jones Financial Companies
Missouri
$2.98K 60 – –
AAP
88
Arax Advisory Partners
Colorado
$1.14K 23 +23 New
GEA
89
Glen Eagle Advisors
New Jersey
$691 14 – –
IA
90
IFP Advisors
Florida
– – – –
TWD
91
True Wealth Design
Ohio
$346 7 – –
SS
92
SBI Securities
Japan
$197 4 – –
Nisa Investment Advisors
93
Nisa Investment Advisors
Missouri
$148 3 – –
HNB
94
Huntington National Bank
Ohio
$49 1 – –
Goldman Sachs
95
Goldman Sachs
New York
– – -15,782 Closed
MAM
96
Martingale Asset Management
Massachusetts
– – -5,373 Closed
IIM
97
INTECH Investment Management
Florida
– – -5,126 Closed
PCM
98
Polymer Capital Management
New York
– – -4,624 Closed
CF
99
Corebridge Financial
Texas
– – -4,510 Closed
SG Americas Securities
100
SG Americas Securities
New York
– – -3,188 Closed
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4
5