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Personalis

126 hedge funds and large institutions have $645M invested in Personalis in 2025 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 37 increasing their positions, 38 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

121% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 14

53% more capital invested

Capital invested by funds: $422M → $645M (+$223M)

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

18.25% more ownership

Funds ownership: 72.96%91.21% (+18%)

16% more funds holding

Funds holding: 109126 (+17)

3% less repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 38

9% less call options, than puts

Call options by funds: $833K | Put options by funds: $915K

Holders
126
Holders Change
+17
Holders Change %
+15.6%
% of All Funds
1.53%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.07%
New
31
Increased
37
Reduced
38
Closed
14
Calls
$833K
Puts
$915K
Net Calls
-$82K
Net Calls Change
+$372K
Name Holding Trade Value Shares
Change
Change in
Stake
California State Teachers Retirement System (CalSTRS)
101
California State Teachers Retirement System (CalSTRS)
California
$24.6K -$394 -45 -1%
SCM
102
Sterling Capital Management
North Carolina
$23K -$5.01K -573 -17%
FFA
103
Farther Finance Advisors
California
$19.8K -$66.3K -7,580 -75%
BCM
104
Berbice Capital Management
New York
$18.9K
GFM
105
GF Fund Management
China
$13.9K -$1.43K -164 -9%
AB
106
Amalgamated Bank
New York
$13K -$1.21K -138 -8%
Zurich Cantonal Bank
107
Zurich Cantonal Bank
Switzerland
$10.1K
PNC Financial Services Group
108
PNC Financial Services Group
Pennsylvania
$8.45K +$9.18K +1,049 +8,742%
MA
109
MCF Advisors
Kentucky
$6.37K +$7K +800 New
TRCT
110
Tower Research Capital (TRC)
New York
$6.18K -$15.9K -1,821 -70%
AA
111
Ancora Advisors
Ohio
$5.49K
PWA
112
Physician Wealth Advisors
Utah
$3.48K
Jones Financial Companies
113
Jones Financial Companies
Missouri
$2.3K +$2.53K +289 New
Daiwa Securities Group
114
Daiwa Securities Group
Japan
$2K -$1.75K -200 -50%
SIS
115
Sound Income Strategies
Florida
$1.98K +$1.75K +200 New
SS
116
SBI Securities
Japan
$1.49K +$402 +46 +33%
GI
117
GAMMA Investing
California
$1.37K +$1.12K +128 +291%
EWA
118
EverSource Wealth Advisors
Alabama
$1.31K
KFAS
119
Keating Financial Advisory Services
Kansas
$796 +$875 +100 New
MCM
120
MAI Capital Management
Ohio
$796 +$875 +100 New
AF
121
Allworth Financial
California
$613 +$586 +67 +670%
S
122
SignatureFD
Georgia
$454 +$499 +57 New
UBS AM
123
UBS AM
Illinois
$374 +$411 +47 New
Rockefeller Capital Management
124
Rockefeller Capital Management
New York
$287 -$5.81K -664 -95%
AAP
125
Arax Advisory Partners
Colorado
$72 -$595 -68 -88%

PSNL Hedge Fund Activity: Q4 2025 in Review

126 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Personalis (PSNL) for Q4 2025, worth a combined $645M — up 53% from $422M a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new PSNL positions and 14 closed out — a net gain of 17 holders — while 37 added to existing stakes and 38 trimmed.

The largest buyer was T. Rowe Price Investment Management, adding an estimated $69.1M. The largest seller was AIGH Capital Management, cutting an estimated $8.68M.

  • 126 institutional investors held Personalis (PSNL) as of Q4 2025, up from 109 in Q3 2025.
  • Funds reported $645M of Personalis stock for Q4 2025, up 53% quarter-over-quarter.
  • 31 funds opened new Personalis positions in Q4 2025 and 14 closed out, a net change of +17 holders.
  • The largest Personalis buyer in Q4 2025 was T. Rowe Price Investment Management, an estimated $69.1M added.
  • The largest Personalis seller in Q4 2025 was AIGH Capital Management, an estimated $8.68M sold.

Based on aggregated 13F filings for Q4 2025.