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Peapack-Gladstone Financial
PGC

140 hedge funds and large institutions have $378M invested in Peapack-Gladstone Financial in 2025 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 55 increasing their positions, 38 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 38

19% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 16

2% more funds holding

Funds holding: 137 → 140 (+3)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

2.54% less ownership

Funds ownership: 78.21% → 75.67% (-2.5%)

11% less call options, than puts

Call options by funds: $17K | Put options by funds: $19K

14% less capital invested

Capital invested by funds: $439M → $378M (-$61.3M)

Holders
140
Holders Change
+3
Holders Change %
+2.19%
% of All Funds
1.88%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
19
Increased
55
Reduced
38
Closed
16
Calls
$17K
Puts
$19K
Net Calls
-$2K
Net Calls Change
+$50K

Top Buyers

Rank Fund Capital Flow
1
Brown Advisory
Brown Advisory
Maryland
+$3.06M
2
KCM
Kennedy Capital Management
Missouri
+$2.2M
3
BCM
Basswood Capital Management
New York
+$2.1M
4
Marshall Wace
Marshall Wace
United Kingdom
+$1.94M
5
PTC
Philadelphia Trust Company
Pennsylvania
+$1.44M

Top Sellers

Rank Fund Capital Flow
1
SAM
Synergy Asset Management
Washington
-$9.67M
2
PGFC
Peapack-Gladstone Financial Corp
New Jersey
-$7.55M
3
Goldman Sachs
Goldman Sachs
New York
-$3.92M
4
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
-$3.59M
5
BFC
Banc Funds Company
Illinois
-$3.37M
Name Holding Trade Value Shares
Change 		Change in
Stake
Invesco
51
Invesco
Georgia
$1.12M -$251K -8,006 -17%
Victory Capital Management
52
Victory Capital Management
Texas
$1.06M +$51.3K +1,633 +5%
SIM
53
SummerHaven Investment Management
Connecticut
$1.01M +$14.3K +454 +1%
N
54
Nuveen
North Carolina
$983K -$447K -14,220 -29%
Swiss National Bank
55
Swiss National Bank
Switzerland
$824K -$15.7K -500 -2%
Barclays
56
Barclays
United Kingdom
$811K -$187K -5,946 -17%
HF
57
HRT Financial
New York
$810K +$568K +18,092 +173%
UBS AM
58
UBS AM
Illinois
$808K – – –
CS
59
Cannell & Spears
New York
$796K -$15.7K -500 -2%
Susquehanna International Group
60
Susquehanna International Group
Pennsylvania
$795K +$504K +16,036 +134%
Creative Planning
61
Creative Planning
Kansas
$749K -$38.7K -1,231 -4%
AG
62
Algert Global
California
$748K +$12.3K +390 +2%
RhumbLine Advisers
63
RhumbLine Advisers
Massachusetts
$712K -$34.3K -1,092 -4%
Citigroup
64
Citigroup
New York
$640K -$87.4K -2,783 -11%
CWM
65
Congress Wealth Management
Massachusetts
$639K +$693K +22,054 New
Verition Fund Management
66
Verition Fund Management
Connecticut
$628K +$695K +22,119 New
Qube Research & Technologies (QRT)
67
Qube Research & Technologies (QRT)
United Kingdom
$618K +$684K +21,765 New
LPL Financial
68
LPL Financial
California
$521K +$116K +3,705 +25%
Russell Investments Group
69
Russell Investments Group
United Kingdom
$516K – – –
SO
70
STRS Ohio
Ohio
$508K – – –
SEI Investments
71
SEI Investments
Pennsylvania
$469K -$1.63K -52 -0.3%
Lazard Asset Management
72
Lazard Asset Management
New York
$468K +$518K +16,498 New
Balyasny Asset Management
73
Balyasny Asset Management
Illinois
$449K +$497K +15,823 New
T. Rowe Price Associates
74
T. Rowe Price Associates
Maryland
$446K +$33.2K +1,056 +7%
AQR Capital Management
75
AQR Capital Management
Connecticut
$404K -$364K -11,592 -45%
1 2
3
4 5

PGC Hedge Fund Activity: Q1 2025 in Review

140 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in Peapack-Gladstone Financial (PGC) for Q1 2025, worth a combined $378M — down 14% from $439M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new PGC positions and 16 closed out — a net gain of 3 holders — while 55 added to existing stakes and 38 trimmed.

The largest buyer was Brown Advisory, adding an estimated $3.06M. The largest seller was Synergy Asset Management, exiting entirely with an estimated $9.67M sold.

  • 140 institutional investors held Peapack-Gladstone Financial (PGC) as of Q1 2025, up from 137 in Q4 2024.
  • Funds reported $378M of Peapack-Gladstone Financial stock for Q1 2025, down 14% quarter-over-quarter.
  • 19 funds opened new Peapack-Gladstone Financial positions in Q1 2025 and 16 closed out, a net change of +3 holders.
  • The largest Peapack-Gladstone Financial buyer in Q1 2025 was Brown Advisory, an estimated $3.06M added.
  • The largest Peapack-Gladstone Financial seller in Q1 2025 was Synergy Asset Management, an estimated $9.67M sold.

Based on aggregated 13F filings for Q1 2025.