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Peoples Financial Services
PFIS

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: 91 → 94 (+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: 1 → 1 (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
–

Top Buyers

Rank Fund Capital Flow
1
SBH
Segall Bryant & Hamill
Illinois
+$1.87M
2
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$878K
3
Geode Capital Management
Geode Capital Management
Massachusetts
+$577K
4
FL
Fourthstone LLC
Missouri
+$533K
5
Morgan Stanley
Morgan Stanley
New York
+$361K

Top Sellers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
-$1.05M
2
Goldman Sachs
Goldman Sachs
New York
-$702K
3
Citadel Advisors
Citadel Advisors
Florida
-$580K
4
JP Morgan Chase
JP Morgan Chase
New York
-$382K
5
N
Nuveen
North Carolina
-$270K
Name Holding Trade Value Shares
Change 		Change in
Stake
Canada Life
76
Canada Life
Manitoba, Canada
$36K +$5.61K +121 +20%
California State Teachers Retirement System (CalSTRS)
77
California State Teachers Retirement System (CalSTRS)
California
$32.9K – – –
AB
78
Amalgamated Bank
New York
$16K – – –
VCM
79
Versant Capital Management
Arizona
$13.8K +$3.85K +83 +42%
SCM
80
Sterling Capital Management
North Carolina
$11.3K +$4.87K +105 +85%
GI
81
GAMMA Investing
California
$9.58K -$3.75K -81 -29%
Carson Wealth (CWM LLC)
82
Carson Wealth (CWM LLC)
Nebraska
$9K +$2.6K +56 +45%
EWA
83
EverSource Wealth Advisors
Alabama
$8.94K +$8.25K +178 +5,933%
NA
84
NewEdge Advisors
Louisiana
$8.05K +$7.55K +163 New
Fidelity Investments
85
Fidelity Investments
Massachusetts
$6.78K -$2.83K -61 -31%
HCA
86
Harbor Capital Advisors
Illinois
$6K -$1.07K -23 -16%
Jones Financial Companies
87
Jones Financial Companies
Missouri
$2.98K – – –
AAP
88
Arax Advisory Partners
Colorado
$1.14K +$1.07K +23 New
GEA
89
Glen Eagle Advisors
New Jersey
$691 – – –
IA
90
IFP Advisors
Florida
$494 – – –
TWD
91
True Wealth Design
Ohio
$346 – – –
SS
92
SBI Securities
Japan
$197 – – –
Nisa Investment Advisors
93
Nisa Investment Advisors
Missouri
$148 – – –
EP
94
Essential Partners
California
$148 +$139 +3 New
HNB
95
Huntington National Bank
Ohio
$49 – – –
Goldman Sachs
96
Goldman Sachs
New York
– -$702K -15,782 Closed
MAM
97
Martingale Asset Management
Massachusetts
– -$239K -5,373 Closed
IIM
98
INTECH Investment Management
Florida
– -$228K -5,126 Closed
PCM
99
Polymer Capital Management
New York
– -$206K -4,624 Closed
CF
100
Corebridge Financial
Texas
– -$201K -4,510 Closed
1 2 3
4
5

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.