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Tompkins Financial

191 hedge funds and large institutions have $629M invested in Tompkins Financial in 2025 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 69 increasing their positions, 66 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
191
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$105K
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Rockefeller Capital Management
176
Rockefeller Capital Management
New York
$1.73K
PA
177
Parallel Advisors
California
$1.66K
BFS
178
Bare Financial Services
Pennsylvania
$1.66K
Osaic Holdings
179
Osaic Holdings
Arizona
$1.59K
TWD
180
True Wealth Design
Ohio
$1.46K
PWA
181
Physician Wealth Advisors
Utah
$1.39K
Fifth Third Bancorp
182
Fifth Third Bancorp
Ohio
$1.39K
FFO
183
Fortitude Family Office
Arizona
$1.13K
PFBT
184
Parkside Financial Bank & Trust
Missouri
$663
FMII
185
Farmers & Merchants Investments Inc
Nebraska
$530
FFA
186
Farther Finance Advisors
California
$463
CA
187
CoreCap Advisors
Michigan
$345
AWM
188
Abound Wealth Management
Tennessee
$199
CA
189
Clearstead Advisors
Ohio
$133
SS
190
Sunbelt Securities
Texas
$132
TPBG
191
Turning Point Benefit Group
Maryland
$130
SS
192
SBI Securities
Japan
$66
Wellington Management Group
193
Wellington Management Group
Massachusetts
UCFA
194
United Capital Financial Advisors
Texas
DTL
195
Dynamic Technology Lab
Singapore
TPSF
196
Texas Permanent School Fund
Texas
WA
197
Waverly Advisors
Alabama
Squarepoint
198
Squarepoint
New York
MSRPS
199
Maryland State Retirement & Pension System
Maryland
CSI
200
Cross Staff Investments
New York