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FINANCIAL INSTITUTIONS INC hedge fund holdings

FISINASDAQ
$39.98+0.50 (+1.27%)as of Oct 2, 2026

Every quarter, large institutional investment managers with over $100M in U.S.-listed assets under management disclose their U.S. equity holdings through 13F filings. Read together, those filings show which businesses professional capital is moving into and out of.

Price vs funds buying and selling

FISI · close · 13FReported Aug 14, 2026

Price vs funds buying and selling data

Showing the 1Y range: Oct 2, 2025 to Oct 2, 2026. Price (+48.7%). 0 fund reports plotted in this window as 0 markers; nearby trades of the same kind are grouped.

Transactions plotted on the price chart
DateCategoryPersonRoleActionAmountChange in holding
Funds buying · new + increased
Funds selling · reduced + closed
Net buyers vs sellers
Buying = new + increased; selling = reduced + closed. Counts exclude position changes under 5% of the fund's holding last quarter.

Price and fund activity data

Quarterly 13F fund buying and selling activity
QuarterFunds buyingFunds sellingBoughtSoldFilersReported
Q2 20254543$35.2M$39.5M119Aug 14, 2025
Q3 20255536$56.4M$43.8M133Nov 14, 2025
Q4 20254249$32.4M$56.2M145Feb 14, 2026
Q1 20265750$60.4M$59.4M147May 15, 2026
Q2 20267035$67.5M$72.1M150Aug 14, 2026

Quarterly action breakdown

Q2 2026
150 filers
New position
23
$5.7M+146K sh
Increased
47
$61.8M+1.59M sh
Reduced
23
-$57.1M-1.47M sh
Out / sold
12
-$15M-384K sh
Last 4 quarters · free
Reported Aug 14, 2026
FundActionChange in dollarValue% of portfolioReported
Wellington Management Group LLPReduce 93.01%-$32.6M$2.45M0.00%Aug 14, 2026
Adage Capital Partners GP, L.L.C.Reduce 11.96%-$4.42M$32.5M0.05%Aug 14, 2026
Numerai GP LLCSell 100%-$1.39M$00.00%Aug 14, 2026
Segall Bryant & Hamill, LLCAdded 75.48%+$1.27M$2.96M0.04%Aug 12, 2026
Thrivent Financial for LutheransReduce 35.52%-$723K$1.31M0.00%Aug 14, 2026
Maltese Capital Management LLCReduce 14.50%-$661K$3.9M0.71%Aug 14, 2026
LSV Asset ManagementAdded 9.70%+$620K$7.01M0.01%Aug 6, 2026
Oppenheimer & Close, LLCNew Buy+$565K$565K0.36%Aug 12, 2026
Bailard, Inc.New Buy+$522K$522K0.01%Jul 30, 2026
Campbell & CO Investment Adviser LLCAdded 47.60%+$413K$1.28M0.07%Aug 3, 2026
Kennedy Capital Management LLCReduce 17.46%-$315K$1.49M0.03%Aug 14, 2026
Empowered Funds, LLCAdded 7.71%+$305K$4.25M0.02%Aug 17, 2026
Rafferty Asset Management, LLCReduce 45.40%-$286K$344K0.00%Aug 14, 2026
Daytona Street Capital LLCSell 100%-$258K$00.00%Aug 3, 2026
Palisades Investment Partners, LLCAdded 2.95%+$170K$5.92M1.68%Aug 4, 2026
Susquehanna Fundamental Investments, LLCReduce 19.60%-$154K$631K0.01%Aug 14, 2026
Quantinno Capital Management LPAdded 16.28%+$130K$929K0.00%Aug 13, 2026
Hotchkis & Wiley Capital Management LLCReduce 1.38%-$109K$7.77M0.02%Aug 14, 2026
EMC Capital ManagementSell 100%-$79K$00.00%Jul 29, 2026
Courier Capital LLCAdded 1.65%+$75.3K$4.64M0.23%Jul 16, 2026
Canandaigua National Bank & Trust CoReduce 0.61%-$36.6K$6.01M0.51%Jul 7, 2026
Graham Capital Management, L.P.Added 3.25%+$14.9K$474K0.01%Aug 14, 2026
Alps Advisors IncAdded 1.23%+$7.87K$646K0.00%Jul 29, 2026
Silver Grove Financial Group, Inc.New Buy+$6.67K$6.67K0.00%Aug 13, 2026
CANADA LIFE ASSURANCE CoReduce 6.77%-$4.43K$61K0.00%Aug 13, 2026
First Trust Advisors LPReduce 1.14%-$3.2K$277K0.00%Aug 11, 2026
Stonebrook Private Inc.Added 0.85%+$2.88K$341K0.06%Aug 14, 2026
Picton Mahoney Asset ManagementNew Buy+$2.34K$2.34K0.00%Aug 13, 2026
Great Lakes Advisors, LLCReduce 0.30%-$1.29K$430K0.00%Aug 10, 2026
Hughes Financial Services, LLCNew Buy+$39$390.00%Jul 20, 2026

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