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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
BlackRock
1
BlackRock
New York
$124M -$2.14M -32,018 -2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$84.2M +$2.07M +30,927 +2%
State Street
3
State Street
Massachusetts
$79.9M -$2.72M -40,601 -3%
TF
4
Tompkins Financial
New York
$73M +$1.27M +19,034 +2%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$37.3M -$408K -6,091 -1%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$18.8M +$528K +7,881 +3%
Morgan Stanley
7
Morgan Stanley
New York
$10.9M -$1.12M -16,743 -9%
American Century Companies
8
American Century Companies
Missouri
$8.92M +$1.2M +17,977 +15%
Northern Trust
9
Northern Trust
Illinois
$8.74M -$476K -7,108 -5%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$8.66M +$128K +1,915 +1%
CPIA
11
Cornell Pochily Investment Advisors
New York
$7.69M -$37.8K -565 -0.5%
Charles Schwab
12
Charles Schwab
California
$7.47M -$1.16M -17,347 -13%
ProShare Advisors
13
ProShare Advisors
Maryland
$6.98M +$469K +7,007 +7%
Hotchkis & Wiley Capital Management
14
Hotchkis & Wiley Capital Management
California
$6.43M -$658K -9,825 -9%
JGUA
15
John G. Ullman & Associates
New York
$5.52M -$25.5K -381 -0.4%
JP Morgan Chase
16
JP Morgan Chase
New York
$5.22M -$1.79M -26,713 -24%
Goldman Sachs
17
Goldman Sachs
New York
$4.58M -$1.08M -16,122 -18%
Principal Financial Group
18
Principal Financial Group
Iowa
$3.94M +$122K +1,829 +3%
Wellington Management Group
19
Wellington Management Group
Massachusetts
$3.89M +$1.42M +21,258 +53%
Ameriprise
20
Ameriprise
Minnesota
$3.78M +$855K +12,769 +27%
UBS Group
21
UBS Group
Switzerland
$3.53M +$693K +10,349 +23%
Invesco
22
Invesco
Georgia
$3.16M -$204K -3,042 -6%
Bank of America
23
Bank of America
North Carolina
$2.7M -$182K -2,725 -6%
Millennium Management
24
Millennium Management
New York
$2.61M +$1.37M +20,522 +98%
Jacobs Levy Equity Management
25
Jacobs Levy Equity Management
New Jersey
$2.55M +$2.36M +35,207 +663%