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Peapack-Gladstone Financial

150 hedge funds and large institutions have $356M invested in Peapack-Gladstone Financial in 2025 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 59 increasing their positions, 51 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

815% more call options, than puts

Call options by funds: $375K | Put options by funds: $41K

56% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 9

16% more repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 51

3% more funds holding

Funds holding: 146150 (+4)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

4% less capital invested

Capital invested by funds: $371M → $356M (-$15.4M)

1.14% less ownership

Funds ownership: 74.21%73.07% (-1.1%)

Holders
150
Holders Change
+4
Holders Change %
+2.74%
% of All Funds
1.97%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
14
Increased
59
Reduced
51
Closed
9
Calls
$375K
Puts
$41K
Net Calls
+$334K
Net Calls Change
+$334K
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
51
Bank of America
North Carolina
$878K -$110K -3,924 -11%
Invesco
52
Invesco
Georgia
$858K -$72.3K -2,577 -8%
Russell Investments Group
53
Russell Investments Group
United Kingdom
$846K +$310K +11,046 +56%
Swiss National Bank
54
Swiss National Bank
Switzerland
$800K
JF
55
Jump Financial
Illinois
$795K +$319K +11,386 +65%
SIM
56
SummerHaven Investment Management
Connecticut
$772K -$232K -8,276 -23%
CS
57
Cannell & Spears
New York
$770K
Creative Planning
58
Creative Planning
Kansas
$761K +$36.4K +1,298 +5%
Barclays
59
Barclays
United Kingdom
$732K -$482K -17,196 -39%
UBS AM
60
UBS AM
Illinois
$681K -$522K -18,615 -43%
MCA
61
Mendon Capital Advisors
Florida
$670K +$217K +7,723 +47%
RhumbLine Advisers
62
RhumbLine Advisers
Massachusetts
$666K -$25K -892 -4%
LPL Financial
63
LPL Financial
California
$642K +$152K +5,406 +30%
EGM
64
Engineers Gate Manager
New York
$628K +$331K +11,784 +108%
UBS Group
65
UBS Group
Switzerland
$598K +$134K +4,786 +28%
N
66
Numerai
California
$582K +$592K +21,090 New
HF
67
HRT Financial
New York
$540K -$167K -5,955 -23%
SO
68
STRS Ohio
Ohio
$533K
AllianceBernstein
69
AllianceBernstein
Tennessee
$494K -$673K -24,000 -57%
Citigroup
70
Citigroup
New York
$484K -$38.6K -1,375 -7%
Marshall Wace
71
Marshall Wace
United Kingdom
$481K -$1.48M -52,670 -75%
QCM
72
Quantinno Capital Management
New York
$467K +$253K +9,019 +114%
GCP
73
GSA Capital Partners
United Kingdom
$467K -$124K -4,436 -21%
T. Rowe Price Associates
74
T. Rowe Price Associates
Maryland
$462K +$14.2K +507 +3%
Rafferty Asset Management
75
Rafferty Asset Management
New York
$453K +$14.8K +526 +3%

PGC Hedge Fund Activity: Q3 2025 in Review

150 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Peapack-Gladstone Financial (PGC) for Q3 2025, worth a combined $356M — down 4.2% from $371M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new PGC positions and 9 closed out — a net gain of 5 holders — while 59 added to existing stakes and 51 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $12.8M. The largest seller was Millennium Management, cutting an estimated $5.62M.

  • 150 institutional investors held Peapack-Gladstone Financial (PGC) as of Q3 2025, up from 146 in Q2 2025.
  • Funds reported $356M of Peapack-Gladstone Financial stock for Q3 2025, down 4.2% quarter-over-quarter.
  • 14 funds opened new Peapack-Gladstone Financial positions in Q3 2025 and 9 closed out, a net change of +5 holders.
  • The largest Peapack-Gladstone Financial buyer in Q3 2025 was Wellington Management Group, an estimated $12.8M added.
  • The largest Peapack-Gladstone Financial seller in Q3 2025 was Millennium Management, an estimated $5.62M sold.

Based on aggregated 13F filings for Q3 2025.