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Provident Financial Services

273 hedge funds and large institutions have $1.78B invested in Provident Financial Services in 2025 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 100 increasing their positions, 84 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 28

19% more repeat investments, than reductions

Existing positions increased: 100 | Existing positions reduced: 84

11% more capital invested

Capital invested by funds: $1.6B → $1.78B (+$180M)

1% more funds holding

Funds holding: 270273 (+3)

0.73% more ownership

Funds ownership: 69.99%70.72% (+0.73%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
273
Holders Change
+3
Holders Change %
+1.11%
% of All Funds
3.58%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
35
Increased
100
Reduced
84
Closed
28
Calls
$285K
Puts
Net Calls
+$285K
Net Calls Change
+$87K
Name Holding Trade Value Shares
Change
Change in
Stake
RIL
251
Rothschild Investment LLC
Illinois
$4.72K -$668 -35 -13%
MPWT
252
MassMutual Private Wealth & Trust
Connecticut
$4.09K
Optiver Holding
253
Optiver Holding
Netherlands
$3.93K +$3.89K +204 New
SRCM
254
Signature Resources Capital Management
California
$3.68K
DWM
255
Dogwood Wealth Management
Kansas
$2.24K +$2.21K +116 New
Jones Financial Companies
256
Jones Financial Companies
Missouri
$2.1K -$2.5K -131 -55%
CA
257
Clearstead Advisors
Ohio
$1.81K +$1.79K +94 New
GRP
258
Global Retirement Partners
California
$1.64K
BIA
259
Bell Investment Advisors
California
$1.52K
GEA
260
Glen Eagle Advisors
New Jersey
$1.49K
PFBT
261
Parkside Financial Bank & Trust
Missouri
$1.47K
LFG
262
Larson Financial Group
Missouri
$1.43K -$191 -10 -12%
SS
263
Sunbelt Securities
Texas
$1.39K +$1.37K +72 New
PA
264
Parallel Advisors
California
$1.19K -$19 -1 -2%
PWA
265
Physician Wealth Advisors
Utah
$1.16K
FFO
266
Fortitude Family Office
Arizona
$1.08K
RA
267
Rise Advisors
New York
$1.08K
FMII
268
Farmers & Merchants Investments Inc
Nebraska
$1.06K
PS
269
Principal Securities
Iowa
$964 -$2.38K -125 -71%
TWD
270
True Wealth Design
Ohio
$733
BFS
271
Bare Financial Services
Pennsylvania
$559 +$553 +29 New
PWAM
272
Private Wealth Asset Management
Iowa
$251
SS
273
SBI Securities
Japan
$174
Norges Bank
274
Norges Bank
Norway
-$1.82M -103,855 Closed
DFCM
275
Dark Forest Capital Management
Puerto Rico
-$1.2M -68,305 Closed

PFS Hedge Fund Activity: Q3 2025 in Review

273 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Provident Financial Services (PFS) for Q3 2025, worth a combined $1.78B — up 11% from $1.6B a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new PFS positions and 28 closed out — a net gain of 7 holders — while 100 added to existing stakes and 84 trimmed.

The largest buyer was American Century Companies, adding an estimated $12.7M. The largest seller was HSBC Holdings, cutting an estimated $14.1M.

  • 273 institutional investors held Provident Financial Services (PFS) as of Q3 2025, up from 270 in Q2 2025.
  • Funds reported $1.78B of Provident Financial Services stock for Q3 2025, up 11% quarter-over-quarter.
  • 35 funds opened new Provident Financial Services positions in Q3 2025 and 28 closed out, a net change of +7 holders.
  • The largest Provident Financial Services buyer in Q3 2025 was American Century Companies, an estimated $12.7M added.
  • The largest Provident Financial Services seller in Q3 2025 was HSBC Holdings, an estimated $14.1M sold.

Based on aggregated 13F filings for Q3 2025.