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.
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)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Brown Advisory
Baltimore,
Maryland
|
+$3.06M |
| 2 |
KCM
Kennedy Capital Management
St Louis,
Missouri
|
+$2.2M |
| 3 |
BCM
Basswood Capital Management
New York
|
+$2.1M |
| 4 |
Marshall Wace
London,
United Kingdom
|
+$1.94M |
| 5 |
PTC
Philadelphia Trust Company
Philadelphia,
Pennsylvania
|
+$1.44M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SAM
Synergy Asset Management
Vancouver,
Washington
|
-$9.67M |
| 2 |
PGFC
Peapack-Gladstone Financial Corp
Bedminster,
New Jersey
|
-$7.55M |
| 3 |
Goldman Sachs
New York
|
-$3.92M |
| 4 |
Assenagon Asset Management
Senningerberg,
Luxembourg
|
-$3.59M |
| 5 |
BFC
Banc Funds Company
Chicago,
Illinois
|
-$3.37M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
QC
151
Quadrature Capital
London,
United Kingdom
| – | -$230K | -7,196 | Closed |
|
152
Stifel Financial
St. Louis,
Missouri
| – | -$211K | -6,589 | Closed |
|
153
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
| – | -$201K | -6,274 | Closed |
|
|
C
154
Covestor
London,
United Kingdom
| – | -$1K | -23 | Closed |
|
|
S
155
SignatureFD
Atlanta,
Georgia
| – | -$705 | -22 | Closed |
|
|
AF
156
Allworth Financial
Folsom,
California
| – | -$576 | -18 | Closed |
|
PGC Hedge Fund Activity: Q1 2025 in Review
140 of the 7,458 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.