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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
RWM
151
Rialto Wealth Management
New York
$12.6K
S
152
SignatureFD
Georgia
$7.05K +$1.74K +26 +30%
Simplex Trading
153
Simplex Trading
Illinois
$7K +$2.41K +36 +42%
HIM
154
Hillsdale Investment Management
Ontario, Canada
$6.93K
NB
155
NBT Bank
New York
$5.98K
Jones Financial Companies
156
Jones Financial Companies
Missouri
$5.17K -$670 -10 -11%
AF
157
Allworth Financial
California
$4.65K +$134 +2 +3%
PWMG
158
Private Wealth Management Group
New Jersey
$3.53K
HNB
159
Huntington National Bank
Ohio
$3.34K -$67 -1 -2%
AAP
160
Arax Advisory Partners
Colorado
$3.09K +$2.48K +37 +308%
SAM
161
Smartleaf Asset Management
Massachusetts
$2.78K -$5.22K -78 -64%
EWA
162
EverSource Wealth Advisors
Alabama
$1.64K +$1.74K +26 New
PA
163
Parallel Advisors
California
$1.45K +$938 +14 +156%
RIL
164
Rothschild Investment LLC
Illinois
$945
SS
165
SBI Securities
Japan
$756
UB
166
UMB Bank
Missouri
$630
FMII
167
Farmers & Merchants Investments Inc
Nebraska
$504
Fifth Third Bancorp
168
Fifth Third Bancorp
Ohio
$504
CA
169
CoreCap Advisors
Michigan
$329
SC
170
Stephens Consulting
Michigan
$315 +$335 +5 New
AWM
171
Abound Wealth Management
Tennessee
$189 -$67 -1 -25%
TWD
172
True Wealth Design
Ohio
$189 +$201 +3 New
WT
173
Washington Trust
Rhode Island
-$1.05M -15,410 Closed
HF
174
HRT Financial
New York
-$649K -9,575 Closed
Focus Partners Wealth
175
Focus Partners Wealth
Massachusetts
-$601K -8,858 Closed