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Tompkins Financial

173 hedge funds and large institutions have $601M invested in Tompkins Financial in 2025 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 58 increasing their positions, 63 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more call options, than puts

Call options by funds: $617K | Put options by funds: $465K

0.28% more ownership

Funds ownership: 65.86%66.15% (+0.28%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

8% less repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 63

2% less funds holding

Funds holding: 177173 (-4)

6% less capital invested

Capital invested by funds: $643M → $601M (-$41.8M)

13% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 15

Holders
173
Holders Change
-4
Holders Change %
-2.26%
% of All Funds
2.32%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
13
Increased
58
Reduced
63
Closed
15
Calls
$617K
Puts
$465K
Net Calls
+$152K
Net Calls Change
+$138K
Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
126
Carson Wealth (CWM LLC)
Nebraska
$116K +$49.4K +737 +66%
Fidelity Investments
127
Fidelity Investments
Massachusetts
$107K -$7.97K -119 -7%
Zurich Cantonal Bank
128
Zurich Cantonal Bank
Switzerland
$105K
US Bancorp
129
US Bancorp
Minnesota
$104K
KAS
130
Kestra Advisory Services
Texas
$102K +$108K +1,619 New
VBA
131
von Borstel & Associates
Oregon
$95K +$102K +1,518 New
PNC Financial Services Group
132
PNC Financial Services Group
Pennsylvania
$92.8K -$6.56K -98 -6%
GI
133
GAMMA Investing
California
$90K +$26.5K +395 +38%
AIP
134
Ameritas Investment Partners
Nebraska
$86.8K
CFD
135
Creative Financial Designs
Indiana
$80.8K -$10.2K -152 -11%
Osaic Holdings
136
Osaic Holdings
Arizona
$77.8K
EB
137
Eastern Bank
Massachusetts
$73.6K
Belvedere Trading
138
Belvedere Trading
Illinois
$57K +$3.75K +56 +7%
HBW
139
Hazlett, Burt & Watson
West Virginia
$50K
VCM
140
Versant Capital Management
Arizona
$38K
CCM
141
Coldstream Capital Management
Washington
$34.4K +$36.6K +546 New
MPWT
142
MassMutual Private Wealth & Trust
Connecticut
$28.3K
WSFS
143
Wilmington Savings Fund Society
Delaware
$25.2K
Nisa Investment Advisors
144
Nisa Investment Advisors
Missouri
$21K
QCG
145
Quadrant Capital Group
Ohio
$16.6K +$6.03K +90 +52%
Bessemer Group
146
Bessemer Group
New Jersey
$16K +$6.09K +91 +57%
Northwestern Mutual Wealth Management
147
Northwestern Mutual Wealth Management
Wisconsin
$14.2K +$134 +2 +0.9%
VNA
148
Valley National Advisers
Pennsylvania
$14K
SCM
149
Sterling Capital Management
North Carolina
$13.9K -$12.5K -187 -46%
BC
150
Broadwater Capital
Massachusetts
$12.6K