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Tompkins Financial
TMP

Overview Fund Activity

174 hedge funds and large institutions have $602M invested in Tompkins Financial in 2025 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 59 increasing their positions, 63 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
174
Holders Change
-2
Holders Change %
-1.14%
% of All Funds
2.36%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
15
Increased
59
Reduced
63
Closed
14
Calls
$617K
Puts
$465K
Net Calls
+$152K
Net Calls Change
+$138K

Top Buyers

1
Jacobs Levy Equity Management
1
Jacobs Levy Equity Management
New Jersey
$2.55M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$84.2M
3
AQR Capital Management
3
AQR Capital Management
Connecticut
$2.26M
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$3.89M
5
Millennium Management
5
Millennium Management
New York
$2.61M

Top Sellers

1
State Street
1
State Street
Massachusetts
$79.9M
2
BlackRock
2
BlackRock
New York
$124M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$5.22M
4
Charles Schwab
4
Charles Schwab
California
$7.47M
5
Morgan Stanley
5
Morgan Stanley
New York
$10.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
SCM
151
Sterling Capital Management
North Carolina
$13.9K -$11.8K -187 -46%
RWM
152
Rialto Wealth Management
New York
$12.6K – – –
S
153
SignatureFD
Georgia
$7.05K +$1.64K +26 +30%
Simplex Trading
154
Simplex Trading
Illinois
$7K +$2.08K +36 +42%
HIM
155
Hillsdale Investment Management
Ontario, Canada
$6.93K – – –
NB
156
NBT Bank
New York
$5.98K – – –
Jones Financial Companies
157
Jones Financial Companies
Missouri
$5.17K -$631 -10 -11%
AF
158
Allworth Financial
California
$4.65K +$119 +2 +3%
PWMG
159
Private Wealth Management Group
New Jersey
$3.53K – – –
HNB
160
Huntington National Bank
Ohio
$3.34K -$63 -1 -2%
AAP
161
Arax Advisory Partners
Colorado
$3.09K +$2.33K +37 +308%
SAM
162
Smartleaf Asset Management
Massachusetts
$2.78K -$4.93K -78 -64%
EWA
163
EverSource Wealth Advisors
Alabama
$1.64K +$1.64K +26 New
PA
164
Parallel Advisors
California
$1.45K +$882 +14 +156%
RIL
165
Rothschild Investment LLC
Illinois
$945 – – –
SS
166
SBI Securities
Japan
$756 – – –
UB
167
UMB Bank
Missouri
$630 – – –
FMII
168
Farmers & Merchants Investments Inc
Nebraska
$504 – – –
Fifth Third Bancorp
169
Fifth Third Bancorp
Ohio
$504 – – –
CA
170
CoreCap Advisors
Michigan
$329 – – –
SC
171
Stephens Consulting
Michigan
$315 +$315 +5 New
AWM
172
Abound Wealth Management
Tennessee
$189 -$63 -1 -25%
TWD
173
True Wealth Design
Ohio
$189 +$189 +3 New
WT
174
Washington Trust
Rhode Island
– -$1.05M -15,410 Closed
HF
175
HRT Financial
New York
– -$649K -9,575 Closed
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