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Personalis
PSNL

Overview Fund Activity

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

Top Buyers

1
BlackRock
1
BlackRock
New York
$34.1M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$20.6M
3
T. Rowe Price Investment Management
3
T. Rowe Price Investment Management
Maryland
$8.3M
4
Geode Capital Management
4
Geode Capital Management
Massachusetts
$8.96M
5
NL
5
Nuveen LLC
North Carolina
$4.17M

Top Sellers

1
Renaissance Technologies
1
Renaissance Technologies
New York
$3.69M
2
Qube Research & Technologies (QRT)
2
Qube Research & Technologies (QRT)
United Kingdom
$126K
3
Marshall Wace
3
Marshall Wace
United Kingdom
$0
4
Jacobs Levy Equity Management
4
Jacobs Levy Equity Management
New Jersey
$260K
5
Acadian Asset Management
5
Acadian Asset Management
Massachusetts
$256K
Name Market Value Shares Shares
Change 		Shares
Change %
Raymond James Financial
76
Raymond James Financial
Florida
$69.5K 10,600 – –
AWF
77
Alpha Wealth Funds
Utah
$66K 10,034 +10,034 New
Russell Investments Group
78
Russell Investments Group
United Kingdom
$55.6K 8,480 -6,952 -45%
BNP Paribas Financial Markets
79
BNP Paribas Financial Markets
France
$42.3K 6,451 +5,177 +406%
TRCT
80
Tower Research Capital (TRC)
New York
$42.1K 6,418 -40,628 -86%
AIP
81
Ameritas Investment Partners
Nebraska
$33.6K 5,120 +5,120 New
Legal & General Group
82
Legal & General Group
United Kingdom
$30K 4,572 +4,572 New
Mirae Asset Global Investments
83
Mirae Asset Global Investments
South Korea
$22.4K 3,412 +459 +16%
California State Teachers Retirement System (CalSTRS)
84
California State Teachers Retirement System (CalSTRS)
California
$20.5K 3,129 +3,129 New
CIAM
85
Caitong International Asset Management
Hong Kong
$14.4K 2,200 +1,610 +273%
Osaic Holdings
86
Osaic Holdings
Arizona
$14.2K 2,401 -25 -1%
LFG
87
Larson Financial Group
Missouri
$12.3K 1,869 -43 -2%
Zurich Cantonal Bank
88
Zurich Cantonal Bank
Switzerland
$12K 1,827 -203 -10%
GFM
89
GF Fund Management
China
$11.9K 1,809 – –
AB
90
Amalgamated Bank
New York
$11K 1,713 +1,713 New
SCM
91
Sterling Capital Management
North Carolina
$8.88K 1,354 +1,354 New
Group One Trading
92
Group One Trading
Illinois
$7.94K 1,211 -4,882 -80%
GWSG
93
GPS Wealth Strategies Group
Colorado
$6.56K 1,000 +1,000 New
US Bancorp
94
US Bancorp
Minnesota
$5.9K 900 -100 -10%
Daiwa Securities Group
95
Daiwa Securities Group
Japan
$3K 400 – –
PWA
96
Physician Wealth Advisors
Utah
$2.87K 437 +437 New
Fidelity Investments
97
Fidelity Investments
Massachusetts
$1.38K 211 +211 New
EWA
98
EverSource Wealth Advisors
Alabama
$1.08K 165 +165 New
S
99
SignatureFD
Georgia
$1.04K 158 +158 New
RA
100
Rise Advisors
New York
$932 142 +142 New
2 3
4
5 6