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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
BlackRock
1
BlackRock
New York
$32.4M -$1.05M -22,758 -3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$24.5M +$59.1K +1,276 +0.3%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$13.5M +$878K +18,942 +7%
Geode Capital Management
4
Geode Capital Management
Massachusetts
$11.4M +$577K +12,447 +6%
State Street
5
State Street
Massachusetts
$10.2M -$32.8K -708 -0.3%
PFSC
6
Peoples Financial Services Corp
Pennsylvania
$10.1M -$100K -2,163 -1%
Northern Trust
7
Northern Trust
Illinois
$3.82M -$50.9K -1,099 -1%
Hotchkis & Wiley Capital Management
8
Hotchkis & Wiley Capital Management
California
$3.31M +$352K +7,600 +13%
BCM
9
Bridgeway Capital Management
Texas
$3.14M +$6.44K +139 +0.2%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$2.63M +$99.8K +2,153 +4%
PNC Financial Services Group
11
PNC Financial Services Group
Pennsylvania
$2.43M +$463 +10 +0%
EF
12
Empowered Funds
Pennsylvania
$2.01M +$6.44K +139 +0.3%
SBH
13
Segall Bryant & Hamill
Illinois
$1.99M +$1.87M +40,361 New
AWAP
14
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$1.86M -$8.15K -176 -0.5%
Morgan Stanley
15
Morgan Stanley
New York
$1.78M +$361K +7,800 +28%
Renaissance Technologies
16
Renaissance Technologies
New York
$1.59M -$83.4K -1,800 -5%
Wells Fargo
17
Wells Fargo
California
$1.43M +$85.9K +1,854 +7%
EWS
18
Eagle Wealth Strategies
New Jersey
$1.41M – – –
CCM
19
Cutler Capital Management
Massachusetts
$1.38M – – –
Millennium Management
20
Millennium Management
New York
$1.36M -$143K -3,081 -10%
Charles Schwab
21
Charles Schwab
California
$1.36M +$52.6K +1,135 +4%
N
22
Nuveen
North Carolina
$1.11M -$270K -5,836 -21%
BAM
23
Berkshire Asset Management
Pennsylvania
$1.03M – – –
American Century Companies
24
American Century Companies
Missouri
$959K +$35.4K +765 +4%
Barclays
25
Barclays
United Kingdom
$766K +$283K +6,114 +65%
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.