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Personalis

103 hedge funds and large institutions have $343M invested in Personalis in 2025 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 34 increasing their positions, 24 reducing their positions, and 31 closing their positions.

Holders
103
Holders Change
-1
Holders Change %
-0.96%
% of All Funds
1.38%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
33
Increased
34
Reduced
24
Closed
31
Calls
$209K
Puts
$452K
Net Calls
-$243K
Net Calls Change
-$301K
Name Market Value Shares Shares
Change
Shares
Change %
BC
26
Bruce & Co
Illinois
$1.66M 253,000
PCM
27
Perkins Capital Management
Minnesota
$1.66M 252,500 -4,807 -2%
Bank of America
28
Bank of America
North Carolina
$1.46M 222,011 +21,009 +10%
Goldman Sachs
29
Goldman Sachs
New York
$1.38M 209,666 -74,760 -26%
Citigroup
30
Citigroup
New York
$1.21M 184,240 +182,953 +14,215%
Charles Schwab
31
Charles Schwab
California
$1.04M 159,142 +136,199 +594%
Royal Bank of Canada
32
Royal Bank of Canada
Ontario, Canada
$983K 149,878 +71,537 +91%
SFI
33
Susquehanna Fundamental Investments
Pennsylvania
$962K 146,617 -7,530 -5%
Barclays
34
Barclays
United Kingdom
$920K 140,378 +54,387 +63%
LPL Financial
35
LPL Financial
California
$914K 139,390 -8,525 -6%
WJWM
36
Williams Jones Wealth Management
New York
$880K 134,072
GCP
37
GSA Capital Partners
United Kingdom
$814K 124,114 -20,553 -14%
UBS Group
38
UBS Group
Switzerland
$786K 119,814 +73,503 +159%
Bank of New York Mellon
39
Bank of New York Mellon
New York
$780K 118,925 +118,925 New
EI
40
EAM Investors
California
$762K 116,162 +116,162 New
T. Rowe Price Associates
41
T. Rowe Price Associates
Maryland
$664K 101,146 +16,146 +19%
IEFM
42
IQ EQ Fund Management
Ireland
$609K 92,841 +37,258 +67%
American Century Companies
43
American Century Companies
Missouri
$588K 89,669 +22,292 +33%
RhumbLine Advisers
44
RhumbLine Advisers
Massachusetts
$520K 79,268 +75,559 +2,037%
PAMP
45
Polar Asset Management Partners
Ontario, Canada
$470K 71,700 +71,700 New
Mirae Asset Global ETFs Holdings
46
Mirae Asset Global ETFs Holdings
Hong Kong
$459K 69,923 +69,923 New
Connor, Clark & Lunn Investment Management (CC&L)
47
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$451K 68,679 +68,679 New
Two Sigma Investments
48
Two Sigma Investments
New York
$373K 56,893 -53,313 -48%
HSBC Holdings
49
HSBC Holdings
United Kingdom
$373K 54,553 +15,447 +40%
Stifel Financial
50
Stifel Financial
Missouri
$328K 50,000 +10,000 +25%