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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
BlackRock
1
BlackRock
New York
$42.7M -$3.36M -119,810 -7%
Wellington Management Group
2
Wellington Management Group
Massachusetts
$31.4M +$12.8M +456,828 +67%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$29.4M -$399K -14,229 -1%
Vanguard Group
4
Vanguard Group
Pennsylvania
$26.9M +$799K +28,489 +3%
Boston Partners
5
Boston Partners
Massachusetts
$16.1M -$5.43M -193,613 -25%
PGFC
6
Peapack-Gladstone Financial Corp
New Jersey
$16M -$1.15M -41,149 -7%
Brown Advisory
7
Brown Advisory
Maryland
$14.9M -$444K -15,840 -3%
State Street
8
State Street
Massachusetts
$14.3M +$111K +3,966 +0.8%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$12.3M +$1.91M +68,080 +18%
SVBP
10
Strategic Value Bank Partners
Ohio
$10.4M
PTC
11
Philadelphia Trust Company
Pennsylvania
$9.83M -$464K -16,525 -4%
American Century Companies
12
American Century Companies
Missouri
$9.1M -$84.4K -3,007 -0.9%
BFC
13
Banc Funds Company
Illinois
$8.7M -$4.13M -147,300 -32%
SM
14
Salzhauer Michael
$7.03M +$3.16M +112,504 +79%
Hotchkis & Wiley Capital Management
15
Hotchkis & Wiley Capital Management
California
$6.5M -$2.62M -93,430 -28%
Two Sigma Investments
16
Two Sigma Investments
New York
$4.33M +$1.63M +58,220 +59%
Northern Trust
17
Northern Trust
Illinois
$3.86M -$814 -29 -0%
JP Morgan Chase
18
JP Morgan Chase
New York
$3.66M -$417K -14,848 -10%
Charles Schwab
19
Charles Schwab
California
$3.64M +$134K +4,773 +4%
Prudential Financial
20
Prudential Financial
New Jersey
$3.12M -$3.17M -113,005 -50%
AQR Capital Management
21
AQR Capital Management
Connecticut
$3.07M +$2.32M +82,672 +288%
AG
22
Algert Global
California
$3.04M +$1.63M +58,135 +112%
BCM
23
Bridgeway Capital Management
Texas
$3.03M +$138K +4,935 +5%
Two Sigma Advisers
24
Two Sigma Advisers
New York
$2.66M +$690K +24,600 +34%
Goldman Sachs
25
Goldman Sachs
New York
$2.48M +$133K +4,731 +6%

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.