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Peoples Financial Services

102 hedge funds and large institutions have $152M invested in Peoples Financial Services in 2025 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 41 increasing their positions, 22 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

86% more repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 22

80% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 10

9% more funds holding

Funds holding: 94102 (+8)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.27% less ownership

Funds ownership: 31.45%31.18% (-0.27%)

2% less capital invested

Capital invested by funds: $155M → $152M (-$3.62M)

Holders
102
Holders Change
+8
Holders Change %
+8.51%
% of All Funds
1.34%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
18
Increased
41
Reduced
22
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$31.3M -$661K -12,931 -2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$23.9M -$246K -4,813 -1%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$13.8M +$548K +10,716 +4%
Geode Capital Management
4
Geode Capital Management
Massachusetts
$11.3M +$12.1K +237 +0.1%
State Street
5
State Street
Massachusetts
$10.2M +$196K +3,834 +2%
PFSC
6
Peoples Financial Services Corp
Pennsylvania
$9.15M -$836K -16,352 -8%
Northern Trust
7
Northern Trust
Illinois
$3.72M -$47.2K -924 -1%
BCM
8
Bridgeway Capital Management
Texas
$3.35M +$268K +5,237 +8%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$2.62M +$27.5K +538 +1%
PNC Financial Services Group
10
PNC Financial Services Group
Pennsylvania
$2.38M -$5.21K -102 -0.2%
EF
11
Empowered Funds
Pennsylvania
$2.24M +$268K +5,237 +13%
SBH
12
Segall Bryant & Hamill
Illinois
$1.96M -$2.86K -56 -0.1%
AWAP
13
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$1.83M
Morgan Stanley
14
Morgan Stanley
New York
$1.71M -$45.7K -894 -2%
First Trust Advisors
15
First Trust Advisors
Illinois
$1.65M +$1.4M +27,489 +430%
Wells Fargo
16
Wells Fargo
California
$1.56M +$161K +3,150 +11%
EWS
17
Eagle Wealth Strategies
New Jersey
$1.39M
CCM
18
Cutler Capital Management
Massachusetts
$1.36M
Charles Schwab
19
Charles Schwab
California
$1.3M -$34.3K -671 -2%
Renaissance Technologies
20
Renaissance Technologies
New York
$1.26M -$321K -6,285 -20%
N
21
Nuveen
North Carolina
$1.09M
American Century Companies
22
American Century Companies
Missouri
$1.08M +$141K +2,768 +14%
Qube Research & Technologies (QRT)
23
Qube Research & Technologies (QRT)
United Kingdom
$1.03M +$351K +6,873 +48%
BAM
24
Berkshire Asset Management
Pennsylvania
$1.03M +$8.18K +160 +0.8%
Goldman Sachs
25
Goldman Sachs
New York
$916K +$963K +18,834 New

PFIS Hedge Fund Activity: Q3 2025 in Review

102 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Peoples Financial Services (PFIS) for Q3 2025, worth a combined $152M — down 2.3% from $155M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new PFIS positions and 10 closed out — a net gain of 8 holders — while 41 added to existing stakes and 22 trimmed.

The largest buyer was First Trust Advisors, adding an estimated $1.4M. The largest seller was Hotchkis & Wiley Capital Management, exiting entirely with an estimated $3.31M sold.

  • 102 institutional investors held Peoples Financial Services (PFIS) as of Q3 2025, up from 94 in Q2 2025.
  • Funds reported $152M of Peoples Financial Services stock for Q3 2025, down 2.3% quarter-over-quarter.
  • 18 funds opened new Peoples Financial Services positions in Q3 2025 and 10 closed out, a net change of +8 holders.
  • The largest Peoples Financial Services buyer in Q3 2025 was First Trust Advisors, an estimated $1.4M added.
  • The largest Peoples Financial Services seller in Q3 2025 was Hotchkis & Wiley Capital Management, an estimated $3.31M sold.

Based on aggregated 13F filings for Q3 2025.