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.
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)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SBH
Segall Bryant & Hamill
Chicago,
Illinois
|
+$1.87M |
| 2 |
Dimensional Fund Advisors
Austin,
Texas
|
+$878K |
| 3 |
Geode Capital Management
Boston,
Massachusetts
|
+$577K |
| 4 |
FL
Fourthstone LLC
St Louis,
Missouri
|
+$533K |
| 5 |
Morgan Stanley
New York
|
+$361K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
-$1.05M |
| 2 |
Goldman Sachs
New York
|
-$702K |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$580K |
| 4 |
JP Morgan Chase
New York
|
-$382K |
| 5 |
N
Nuveen
Charlotte,
North Carolina
|
-$270K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
101
SG Americas Securities
New York
| – | -$142K | -3,188 | Closed |
|
|
AF
102
Advisornet Financial
Minnetonka,
Minnesota
| – | -$88.9K | -2,000 | Closed |
|
103
US Bancorp
Minneapolis,
Minnesota
| – | -$2.4K | -54 | Closed |
|
|
PWA
104
Physician Wealth Advisors
Midvale,
Utah
| – | -$623 | -14 | Closed |
|
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.