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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
BlackRock
1
BlackRock
New York
$30.2M -$362K -7,415 -1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$22M +$339K +6,935 +1%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$11.3M +$1.12M +22,944 +10%
Geode Capital Management
4
Geode Capital Management
Massachusetts
$9.74M +$378K +7,726 +4%
PFSC
5
Peoples Financial Services Corp
Pennsylvania
$9.2M -$170K -3,472 -2%
State Street
6
State Street
Massachusetts
$9.19M +$77.5K +1,587 +0.8%
Northern Trust
7
Northern Trust
Illinois
$3.49M -$208K -4,264 -5%
BCM
8
Bridgeway Capital Management
Texas
$2.83M +$131K +2,679 +4%
Hotchkis & Wiley Capital Management
9
Hotchkis & Wiley Capital Management
California
$2.64M +$2.9M +59,390 New
Bank of New York Mellon
10
Bank of New York Mellon
New York
$2.28M -$45.8K -937 -2%
PNC Financial Services Group
11
PNC Financial Services Group
Pennsylvania
$2.18M -$95.9K -1,963 -4%
EF
12
Empowered Funds
Pennsylvania
$1.81M +$131K +2,679 +7%
AWAP
13
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$1.68M -$51K -1,043 -3%
Renaissance Technologies
14
Renaissance Technologies
New York
$1.51M +$239K +4,885 +17%
Millennium Management
15
Millennium Management
New York
$1.36M +$1.12M +23,023 +305%
EWS
16
Eagle Wealth Strategies
New Jersey
$1.27M
Morgan Stanley
17
Morgan Stanley
New York
$1.26M -$440K -9,014 -24%
N
18
Nuveen
North Carolina
$1.26M
CCM
19
Cutler Capital Management
Massachusetts
$1.24M
Wells Fargo
20
Wells Fargo
California
$1.21M +$39.9K +817 +3%
Charles Schwab
21
Charles Schwab
California
$1.17M
BAM
22
Berkshire Asset Management
Pennsylvania
$999K -$25.8K -528 -2%
American Century Companies
23
American Century Companies
Missouri
$829K +$112K +2,283 +14%
Citadel Advisors
24
Citadel Advisors
Florida
$789K +$163K +3,335 +23%
JP Morgan Chase
25
JP Morgan Chase
New York
$731K -$888K -18,165 -52%

PFIS Hedge Fund Activity: Q1 2025 in Review

91 of the 7,457 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.