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PPLI

People Inc

355 hedge funds and large institutions have $2.78B invested in People Inc in 2025 Q4 according to their latest regulatory filings, with 68 funds opening new positions, 97 increasing their positions, 141 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

26% more first-time investments, than exits

New positions opened: 68 | Existing positions closed: 54

17% more capital invested

Capital invested by funds: $2.38B → $2.78B (+$398M)

5.51% more ownership

Funds ownership: 93.73%99.24% (+5.5%)

3% more funds holding

Funds holding: 346355 (+9)

7% less funds holding in top 10

Funds holding in top 10: 1514 (-1)

31% less repeat investments, than reductions

Existing positions increased: 97 | Existing positions reduced: 141

51% less call options, than puts

Call options by funds: $7.33M | Put options by funds: $15.1M

Holders
355
Holders Change
+9
Holders Change %
+2.6%
% of All Funds
4.32%
Holding in Top 10
14
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.67%
% of All Funds
0.17%
New
68
Increased
97
Reduced
141
Closed
54
Calls
$7.33M
Puts
$15.1M
Net Calls
-$7.74M
Net Calls Change
-$20M
Name Holding Trade Value Shares
Change
Change in
Stake
FHA
326
Flagship Harbor Advisors
Massachusetts
$938 +$840 +24 New
S
327
Sachetta
Massachusetts
$861
LI
328
LRI Investments
Florida
$821
KFAS
329
Keating Financial Advisory Services
Kansas
$743 +$665 +19 New
SC
330
Swan Capital
Florida
$587
CIBC Private Wealth Group
331
CIBC Private Wealth Group
Georgia
$587 +$525 +15 New
CMBA
332
C.M. Bidwell & Associates
Hawaii
$586
BIA
333
Bell Investment Advisors
California
$548 -$1.96K -56 -80%
BWA
334
Basecamp Wealth Advisors
Washington
$547 +$490 +14 New
CPG
335
Cornerstone Planning Group
New Jersey
$499 +$455 +13 New
TC
336
Trust Company
Kansas
$469 +$420 +12 New
DF
337
DecisionPoint Financial
Arizona
$431
CH
338
Cromwell Holdings
Wyoming
$391
API
339
Asset Planning Inc
California
$352
IA
340
IFP Advisors
Florida
$352 +$105 +3 +50%
TCM
341
Tradewinds Capital Management
Washington
$313
WIM
342
Westside Investment Management
California
$313 +$280 +8 New
CA
343
Clearstead Advisors
Ohio
$274 +$70 +2 +40%
SEP
344
Signature Equity Partners
Ohio
$274 +$245 +7 New
MPWT
345
MassMutual Private Wealth & Trust
Connecticut
$196 -$1.09K -31 -86%
WWA
346
Wealth Watch Advisors
Colorado
$196 +$175 +5 New
RIL
347
Rothschild Investment LLC
Illinois
$156 +$140 +4 New
AWM
348
Abound Wealth Management
Tennessee
$118
ACA
349
American Capital Advisory
Idaho
$118 +$105 +3 New
GWM
350
Gilpin Wealth Management
Colorado
$118 +$105 +3 New

PPLI Hedge Fund Activity: Q4 2025 in Review

355 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in People Inc (PPLI) for Q4 2025, worth a combined $2.78B — up 17% from $2.38B a quarter earlier.

Buyers outnumbered sellers: 68 funds opened new PPLI positions and 54 closed out — a net gain of 14 holders — while 97 added to existing stakes and 141 trimmed.

The largest buyer was Bank of Montreal, adding an estimated $109M. The largest seller was JP Morgan Chase, cutting an estimated $106M.

  • 355 institutional investors held People Inc (PPLI) as of Q4 2025, up from 346 in Q3 2025.
  • Funds reported $2.78B of People Inc stock for Q4 2025, up 17% quarter-over-quarter.
  • 68 funds opened new People Inc positions in Q4 2025 and 54 closed out, a net change of +14 holders.
  • The largest People Inc buyer in Q4 2025 was Bank of Montreal, an estimated $109M added.
  • The largest People Inc seller in Q4 2025 was JP Morgan Chase, an estimated $106M sold.

Based on aggregated 13F filings for Q4 2025.