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Peapack-Gladstone Financial

146 hedge funds and large institutions have $371M invested in Peapack-Gladstone Financial in 2025 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 56 increasing their positions, 51 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 8

4% more funds holding

Funds holding: 140146 (+6)

10% more repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 51

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

2% less capital invested

Capital invested by funds: $378M → $371M (-$6.66M)

1.46% less ownership

Funds ownership: 75.67%74.21% (-1.5%)

Holders
146
Holders Change
+6
Holders Change %
+4.29%
% of All Funds
1.92%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
16
Increased
56
Reduced
51
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SPIA
126
Steward Partners Investment Advisory
New York
$14.1K
CA
127
Clearstead Advisors
Ohio
$13.3K +$13K +472 New
VCM
128
Versant Capital Management
Arizona
$9.49K +$2.53K +92 +38%
PD
129
Point72 (DIFC)
United Arab Emirates
$8.28K -$137 -5 -2%
SCM
130
Sterling Capital Management
North Carolina
$7.63K -$494 -18 -6%
GI
131
GAMMA Investing
California
$5.57K -$8.54K -311 -61%
EWA
132
EverSource Wealth Advisors
Alabama
$2.8K +$2.69K +98 +9,800%
SAM
133
Smartleaf Asset Management
Massachusetts
$2.49K +$2.42K +88 New
PAS
134
Point72 Asia (Singapore)
Singapore
$2.15K +$2.09K +76 New
Bessemer Group
135
Bessemer Group
New Jersey
$2K +$1.54K +56 New
MCM
136
MAI Capital Management
Ohio
$1.47K +$1.43K +52 New
Comerica Bank
137
Comerica Bank
Texas
$1.24K
AAP
138
Arax Advisory Partners
Colorado
$989 +$961 +35 New
SC
139
Stephens Consulting
Michigan
$848 +$412 +15 +100%
EP
140
Essential Partners
California
$848 +$824 +30 New
IA
141
IFP Advisors
Florida
$819
BGAI
142
Bruce G. Allen Investments
Colorado
$537
RIL
143
Rothschild Investment LLC
Illinois
$424 -$687 -25 -63%
AF
144
Allworth Financial
California
$424 +$412 +15 New
TWD
145
True Wealth Design
Ohio
$198
FFA
146
Farther Finance Advisors
California
$85 -$275 -10 -77%
BCM
147
Basswood Capital Management
New York
-$8.93M -314,277 Closed
KCM
148
Kennedy Capital Management
Missouri
-$5.94M -209,169 Closed
Verition Fund Management
149
Verition Fund Management
Connecticut
-$628K -22,119 Closed
Balyasny Asset Management
150
Balyasny Asset Management
Illinois
-$449K -15,823 Closed

PGC Hedge Fund Activity: Q2 2025 in Review

146 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Peapack-Gladstone Financial (PGC) for Q2 2025, worth a combined $371M — down 1.8% from $378M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new PGC positions and 8 closed out — a net gain of 8 holders — while 56 added to existing stakes and 51 trimmed.

The largest buyer was Millennium Management, adding an estimated $5.66M. The largest seller was Basswood Capital Management, exiting entirely with an estimated $8.93M sold.

  • 146 institutional investors held Peapack-Gladstone Financial (PGC) as of Q2 2025, up from 140 in Q1 2025.
  • Funds reported $371M of Peapack-Gladstone Financial stock for Q2 2025, down 1.8% quarter-over-quarter.
  • 16 funds opened new Peapack-Gladstone Financial positions in Q2 2025 and 8 closed out, a net change of +8 holders.
  • The largest Peapack-Gladstone Financial buyer in Q2 2025 was Millennium Management, an estimated $5.66M added.
  • The largest Peapack-Gladstone Financial seller in Q2 2025 was Basswood Capital Management, an estimated $8.93M sold.

Based on aggregated 13F filings for Q2 2025.