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Personalis

105 hedge funds and large institutions have $397M invested in Personalis in 2025 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 34 increasing their positions, 25 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
105
Holders Change
+1
Holders Change %
+0.96%
% of All Funds
1.41%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
33
Increased
34
Reduced
25
Closed
31
Calls
$753K
Puts
$799K
Net Calls
-$46K
Net Calls Change
-$104K
Name Holding Trade Value Shares
Change
Shares
Change %
HCM
26
Howland Capital Management
Massachusetts
$1.87M +$16.4K +2,500 +0.9%
BC
27
Bruce & Co
Illinois
$1.66M
PCM
28
Perkins Capital Management
Minnesota
$1.66M -$31.5K -4,807 -2%
Bank of America
29
Bank of America
North Carolina
$1.46M +$138K +21,009 +10%
Goldman Sachs
30
Goldman Sachs
New York
$1.38M -$490K -74,760 -26%
Citigroup
31
Citigroup
New York
$1.21M +$1.2M +182,953 +14,215%
Charles Schwab
32
Charles Schwab
California
$1.04M +$893K +136,199 +594%
Royal Bank of Canada
33
Royal Bank of Canada
Ontario, Canada
$983K +$469K +71,537 +91%
SFI
34
Susquehanna Fundamental Investments
Pennsylvania
$962K -$49.4K -7,530 -5%
Barclays
35
Barclays
United Kingdom
$920K +$356K +54,387 +63%
LPL Financial
36
LPL Financial
California
$914K -$55.9K -8,525 -6%
WJWM
37
Williams Jones Wealth Management
New York
$880K
GCP
38
GSA Capital Partners
United Kingdom
$814K -$135K -20,553 -14%
UBS Group
39
UBS Group
Switzerland
$786K +$482K +73,503 +159%
Bank of New York Mellon
40
Bank of New York Mellon
New York
$780K +$780K +118,925 New
EI
41
EAM Investors
California
$762K +$762K +116,162 New
T. Rowe Price Associates
42
T. Rowe Price Associates
Maryland
$664K +$106K +16,146 +19%
IEFM
43
IQ EQ Fund Management
Ireland
$609K +$244K +37,258 +67%
American Century Companies
44
American Century Companies
Missouri
$588K +$146K +22,292 +33%
RhumbLine Advisers
45
RhumbLine Advisers
Massachusetts
$520K +$496K +75,559 +2,037%
PAMP
46
Polar Asset Management Partners
Ontario, Canada
$470K +$470K +71,700 New
Mirae Asset Global ETFs Holdings
47
Mirae Asset Global ETFs Holdings
Hong Kong
$459K +$459K +69,923 New
Connor, Clark & Lunn Investment Management (CC&L)
48
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$451K +$451K +68,679 New
Susquehanna International Group
49
Susquehanna International Group
Pennsylvania
$419K -$5.81M -885,972 -93%
Two Sigma Investments
50
Two Sigma Investments
New York
$373K -$350K -53,313 -48%