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Personalis

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

New
Increased
Maintained
Reduced
Closed

80% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 20

34% more call options, than puts

Call options by funds: $611K | Put options by funds: $457K

31% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 36

11% more funds holding

Funds holding: 126140 (+14)

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
140
Holders Change
+14
Holders Change %
+11.11%
% of All Funds
1.72%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
36
Increased
47
Reduced
36
Closed
20
Calls
$611K
Puts
$457K
Net Calls
+$154K
Net Calls Change
+$236K
Name Holding Trade Value Shares
Change
Change in
Stake
GI
126
GAMMA Investing
California
$3.8K +$3.58K +424 +247%
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 +$1.78K +211 +879%
SIS
130
Sound Income Strategies
Florida
$1.31K
EWA
131
EverSource Wealth Advisors
Alabama
$1.1K +$59 +7 +4%
SS
132
SBI Securities
Japan
$1.03K -$211 -25 -13%
HNB
133
Huntington National Bank
Ohio
$917 +$1.22K +144 New
KFAS
134
Keating Financial Advisory Services
Kansas
$637
RIL
135
Rothschild Investment LLC
Illinois
$541 +$718 +85 New
AF
136
Allworth Financial
California
$510 +$25 +3 +4%
CIAM
137
Caitong International Asset Management
Hong Kong
$490 -$28.2K -3,346 -98%
TPWA
138
Twin Peaks Wealth Advisors
California
$459 +$608 +72 New
HI
139
Harbour Investments
Wisconsin
$342 +$447 +53 New
MCM
140
MAI Capital Management
Ohio
$198 -$583 -69 -69%
NCGI
141
Next Century Growth Investors
Minnesota
-$4.97M -624,363 Closed
Jane Street
142
Jane Street
New York
-$1.45M -171,166 Closed
DADC
143
D.A. Davidson & Co
Montana
-$1.16M -145,507 Closed
SFI
144
Susquehanna Fundamental Investments
Pennsylvania
-$867K -108,951 Closed
Citadel Advisors
145
Citadel Advisors
Florida
-$778K -92,162 Closed
Verition Fund Management
146
Verition Fund Management
Connecticut
-$412K -51,804 Closed
Polen Capital Management
147
Polen Capital Management
Florida
-$404K -50,705 Closed
Stifel Financial
148
Stifel Financial
Missouri
-$111K -13,933 Closed
Focus Partners Wealth
149
Focus Partners Wealth
Massachusetts
-$108K -13,527 Closed
BIG
150
Brooklyn Investment Group
New York
-$95.5K -12,045 Closed

PSNL Hedge Fund Activity: Q1 2026 in Review

140 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Personalis (PSNL) for Q1 2026, worth a combined $540M — down 16% from $645M a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new PSNL positions and 20 closed out — a net gain of 16 holders — while 47 added to existing stakes and 36 trimmed.

The largest buyer was Deep Track Capital, opening a new position worth an estimated $25.3M. The largest seller was T. Rowe Price Investment Management, cutting an estimated $50.8M.

  • 140 institutional investors held Personalis (PSNL) as of Q1 2026, up from 126 in Q4 2025.
  • Funds reported $540M of Personalis stock for Q1 2026, down 16% quarter-over-quarter.
  • 36 funds opened new Personalis positions in Q1 2026 and 20 closed out, a net change of +16 holders.
  • The largest Personalis buyer in Q1 2026 was Deep Track Capital, an estimated $25.3M added.
  • The largest Personalis seller in Q1 2026 was T. Rowe Price Investment Management, an estimated $50.8M sold.

Based on aggregated 13F filings for Q1 2026.