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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
GI
76
GAMMA Investing
California
$12.2K +$12.6K +257 +1,428%
TRCT
77
Tower Research Capital (TRC)
New York
$10.9K -$1.91K -39 -14%
Fidelity Investments
78
Fidelity Investments
Massachusetts
$8.81K -$2.54K -52 -21%
VCM
79
Versant Capital Management
Arizona
$8.76K
Carson Wealth (CWM LLC)
80
Carson Wealth (CWM LLC)
Nebraska
$6K +$342 +7 +6%
HCA
81
Harbor Capital Advisors
Illinois
$6K +$4.4K +90 +170%
SCM
82
Sterling Capital Management
North Carolina
$5.47K -$5.03K -103 -46%
Jones Financial Companies
83
Jones Financial Companies
Missouri
$2.68K
US Bancorp
84
US Bancorp
Minnesota
$2.4K +$2.64K +54 New
GEA
85
Glen Eagle Advisors
New Jersey
$623
PWA
86
Physician Wealth Advisors
Utah
$623 +$684 +14 New
TWD
87
True Wealth Design
Ohio
$312 +$342 +7 New
SS
88
SBI Securities
Japan
$178
Nisa Investment Advisors
89
Nisa Investment Advisors
Missouri
$133
EWA
90
EverSource Wealth Advisors
Alabama
$133 +$147 +3 New
HNB
91
Huntington National Bank
Ohio
$44
SBH
92
Segall Bryant & Hamill
Illinois
-$1.92M -37,531 Closed
Walleye Capital
93
Walleye Capital
New York
-$466K -9,114 Closed
FDDB
94
Fidelity D&D Bancorp
Pennsylvania
-$400K -7,821 Closed
Tudor Investment Corp
95
Tudor Investment Corp
Connecticut
-$377K -7,364 Closed
State of Tennessee, Department of Treasury
96
State of Tennessee, Department of Treasury
Tennessee
-$361K -7,049 Closed
SC
97
Savant Capital
Illinois
-$305K -5,951 Closed
UCFA
98
United Capital Financial Advisors
Texas
-$280K -5,463 Closed
MCM
99
Maltese Capital Management
New York
-$256K -5,004 Closed
Squarepoint
100
Squarepoint
New York
-$239K -4,665 Closed

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.