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Peapack-Gladstone Financial

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: 137140 (+3)

0% more funds holding in top 10

Funds holding in top 10: 22 (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
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$50M +$122K +3,872 +0.2%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$31.1M -$648K -20,644 -2%
Vanguard Group
3
Vanguard Group
Pennsylvania
$26.1M -$547K -17,410 -2%
Boston Partners
4
Boston Partners
Massachusetts
$21.9M -$218K -6,934 -0.9%
Wellington Management Group
5
Wellington Management Group
Massachusetts
$18.6M +$61.5K +1,958 +0.3%
PGFC
6
Peapack-Gladstone Financial Corp
New Jersey
$17.6M -$7.55M -240,369 -28%
Brown Advisory
7
Brown Advisory
Maryland
$16.8M +$3.06M +97,349 +20%
State Street
8
State Street
Massachusetts
$14.7M -$687K -21,883 -4%
BFC
9
Banc Funds Company
Illinois
$13.4M -$3.37M -107,400 -18%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$11.1M +$390K +12,410 +3%
SVBP
11
Strategic Value Bank Partners
Ohio
$10.7M
PTC
12
Philadelphia Trust Company
Pennsylvania
$10.6M +$1.44M +45,825 +14%
American Century Companies
13
American Century Companies
Missouri
$9.67M +$44.4K +1,413 +0.4%
BCM
14
Basswood Capital Management
New York
$8.93M +$2.1M +66,917 +27%
Hotchkis & Wiley Capital Management
15
Hotchkis & Wiley Capital Management
California
$7.65M +$515K +16,390 +6%
KCM
16
Kennedy Capital Management
Missouri
$5.94M +$2.2M +70,114 +50%
Prudential Financial
17
Prudential Financial
New Jersey
$5.81M +$1.44M +45,790 +29%
JP Morgan Chase
18
JP Morgan Chase
New York
$4.74M -$1.13M -35,893 -18%
SM
19
Salzhauer Michael
$4.6M +$431K +13,708 +9%
Northern Trust
20
Northern Trust
Illinois
$4.15M -$162K -5,168 -3%
Charles Schwab
21
Charles Schwab
California
$3.63M -$66.8K -2,128 -2%
Morgan Stanley
22
Morgan Stanley
New York
$2.99M +$989K +31,493 +43%
BCM
23
Bridgeway Capital Management
Texas
$2.82M +$136K +4,329 +5%
Acadian Asset Management
24
Acadian Asset Management
Massachusetts
$2.72M +$71.9K +2,288 +2%
Citadel Advisors
25
Citadel Advisors
Florida
$2.46M -$703K -22,364 -21%

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.