PSNL icon

Personalis

141 hedge funds and large institutions have $540M invested in Personalis in 2026 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 47 increasing their positions, 36 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more call options, than puts

Call options by funds: $ | Put options by funds: $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding

Funds holding:

10.34% less ownership

Funds ownership: 91.21%80.87% (-10%)

16% less capital invested

Capital invested by funds: $645M → $540M (-$104M)

33% less funds holding in top 10

Funds holding in top 10: 64 (-2)

Holders
141
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$611K
Puts
$457K
Net Calls
Net Calls Change

Top Buyers

1 +$25.3M
2 +$13.5M
3 +$11M
4
JP Morgan Chase
JP Morgan Chase
New York
+$4.63M
5
KCM
Kennedy Capital Management
Missouri
+$3.98M

Top Sellers

1 -$50.8M
2 -$4.97M
3 -$1.45M
4
TD Asset Management
TD Asset Management
Ontario, Canada
-$1.4M
5
First Manhattan
First Manhattan
New York
-$1.21M
Name Holding Trade Value Shares
Change
Change in
Stake
GI
126
GAMMA Investing
California
$3.8K
PWA
127
Physician Wealth Advisors
Utah
$2.78K
Jones Financial Companies
128
Jones Financial Companies
Missouri
$1.83K
Carson Wealth (CWM LLC)
129
Carson Wealth (CWM LLC)
Nebraska
$1.5K
SIS
130
Sound Income Strategies
Florida
$1.31K
EWA
131
EverSource Wealth Advisors
Alabama
$1.1K
SS
132
SBI Securities
Japan
$1.03K
HNB
133
Huntington National Bank
Ohio
$917
KFAS
134
Keating Financial Advisory Services
Kansas
$637
RIL
135
Rothschild Investment LLC
Illinois
$541
AF
136
Allworth Financial
California
$510
CIAM
137
Caitong International Asset Management
Hong Kong
$490
TPWA
138
Twin Peaks Wealth Advisors
California
$459
HI
139
Harbour Investments
Wisconsin
$342
WWM
140
Western Wealth Management
Colorado
$223
MCM
141
MAI Capital Management
Ohio
$198
NCGI
142
Next Century Growth Investors
Minnesota
Jane Street
143
Jane Street
New York
DADC
144
D.A. Davidson & Co
Montana
SFI
145
Susquehanna Fundamental Investments
Pennsylvania
Citadel Advisors
146
Citadel Advisors
Florida
Verition Fund Management
147
Verition Fund Management
Connecticut
Polen Capital Management
148
Polen Capital Management
Florida
Stifel Financial
149
Stifel Financial
Missouri
Focus Partners Wealth
150
Focus Partners Wealth
Massachusetts