Peoples Financial Services
PFIS
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.
0.52% more ownership
Funds ownership: 30.57% → 31.09% (+0.52%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
4% less funds holding
Funds holding: 95 → 91 (-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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Hotchkis & Wiley Capital Management
Los Angeles,
California
|
+$2.9M |
| 2 |
Millennium Management
New York
|
+$1.12M |
| 3 |
Dimensional Fund Advisors
Austin,
Texas
|
+$1.12M |
| 4 |
Two Sigma Investments
New York
|
+$790K |
| 5 |
Jane Street
New York
|
+$513K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SBH
Segall Bryant & Hamill
Chicago,
Illinois
|
-$1.92M |
| 2 |
JP Morgan Chase
New York
|
-$888K |
| 3 |
Walleye Capital
New York
|
-$466K |
| 4 |
Goldman Sachs
New York
|
-$462K |
| 5 |
Morgan Stanley
New York
|
-$440K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CAM
101
Cresset Asset Management
Chicago,
Illinois
| – | -$210K | -4,100 | Closed |
|
|
VHAM
102
Van Hulzen Asset Management
El Dorado Hills,
California
| – | -$166K | -3,238 | Closed |
|
|
RS
103
R Squared
Central,
Hong Kong
| – | -$15.9K | -310 | Closed |
|
|
RWPA
104
Richard W. Paul & Associates
Novi,
Michigan
| – | -$1.13K | -22 | Closed |
|
105
Creative Planning
Overland Park,
Kansas
| – | -$1.02K | -20 | Closed |
|
|
AAP
106
Arax Advisory Partners
Denver,
Colorado
| – | -$52 | -1 | 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.