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Personalis

109 hedge funds and large institutions have $422M invested in Personalis in 2025 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 31 increasing their positions, 35 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

25% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 16

6% more capital invested

Capital invested by funds: $397M → $422M (+$25.3M)

4.52% more ownership

Funds ownership: 68.45%72.96% (+4.5%)

4% more funds holding

Funds holding: 105109 (+4)

11% less repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 35

48% less call options, than puts

Call options by funds: $488K | Put options by funds: $942K

Holders
109
Holders Change
+4
Holders Change %
+3.81%
% of All Funds
1.43%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
20
Increased
31
Reduced
35
Closed
16
Calls
$488K
Puts
$942K
Net Calls
-$454K
Net Calls Change
-$408K
Name Holding Trade Value Shares
Change
Change in
Stake
WSC
26
Wellington Shields & Co
New York
$1.91M
WSCM
27
Wellington Shields Capital Management
New York
$1.9M -$764K -134,196 -31%
BC
28
Bruce & Co
Illinois
$1.65M
PCM
29
Perkins Capital Management
Minnesota
$1.65M
OIM
30
Oracle Investment Management
Connecticut
$1.5M +$1.31M +229,435 New
IEFM
31
IQ EQ Fund Management
Ireland
$1.21M +$525K +92,195 +99%
JC
32
JBF Capital
Colorado
$1.08M +$945K +166,104 New
Charles Schwab
33
Charles Schwab
California
$1.03M -$5.69K -1,000 -0.6%
Royal Bank of Canada
34
Royal Bank of Canada
Ontario, Canada
$1.01M +$25.6K +4,499 +3%
LPL Financial
35
LPL Financial
California
$874K -$30.2K -5,298 -4%
WJWM
36
Williams Jones Wealth Management
New York
$874K
Bank of New York Mellon
37
Bank of New York Mellon
New York
$817K +$36.4K +6,387 +5%
Barclays
38
Barclays
United Kingdom
$749K -$146K -25,575 -18%
American Century Companies
39
American Century Companies
Missouri
$730K +$127K +22,341 +25%
SFI
40
Susquehanna Fundamental Investments
Pennsylvania
$710K -$214K -37,666 -26%
T. Rowe Price Associates
41
T. Rowe Price Associates
Maryland
$660K
XT
42
XTX Topco
Cayman Islands
$539K +$471K +82,709 New
RhumbLine Advisers
43
RhumbLine Advisers
Massachusetts
$483K -$29.3K -5,153 -7%
Mirae Asset Global ETFs Holdings
44
Mirae Asset Global ETFs Holdings
Hong Kong
$422K -$29.9K -5,258 -8%
SPS
45
Susquehanna Portfolio Strategies
Pennsylvania
$403K +$79.1K +13,900 +29%
Two Sigma Investments
46
Two Sigma Investments
New York
$370K -$768 -135 -0.2%
TD Asset Management
47
TD Asset Management
Ontario, Canada
$356K +$311K +54,584 New
HSBC Holdings
48
HSBC Holdings
United Kingdom
$320K -$17.7K -3,112 -6%
Stifel Financial
49
Stifel Financial
Missouri
$313K -$11.4K -1,999 -4%
Wells Fargo
50
Wells Fargo
California
$306K +$48.2K +8,470 +22%

PSNL Hedge Fund Activity: Q3 2025 in Review

109 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in Personalis (PSNL) for Q3 2025, worth a combined $422M — up 6.4% from $397M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new PSNL positions and 16 closed out — a net gain of 4 holders — while 31 added to existing stakes and 35 trimmed.

The largest buyer was T. Rowe Price Investment Management, adding an estimated $9.22M. The largest seller was ExodusPoint Capital Management, exiting entirely with an estimated $2.87M sold.

  • 109 institutional investors held Personalis (PSNL) as of Q3 2025, up from 105 in Q2 2025.
  • Funds reported $422M of Personalis stock for Q3 2025, up 6.4% quarter-over-quarter.
  • 20 funds opened new Personalis positions in Q3 2025 and 16 closed out, a net change of +4 holders.
  • The largest Personalis buyer in Q3 2025 was T. Rowe Price Investment Management, an estimated $9.22M added.
  • The largest Personalis seller in Q3 2025 was ExodusPoint Capital Management, an estimated $2.87M sold.

Based on aggregated 13F filings for Q3 2025.