Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

FINANCIAL INSTITUTIONS INC COM (FISI)

142 + Investors. Track Smart Money conviction in FISI. See who's accumulating, reducing, or initiating positions.

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +9
Streak
2Q ▲
Buyers last Q
50%

Smart Money Signals — FISI

Based on 142 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds added FISI than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
142 hedge funds hold FISI right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
📶

Steady growth — +8% more funds vs a year ago

fund count last 6Q
+10 new funds entered over the past year (+8% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 50% buying

66 buying66 selling
Last quarter: 66 funds bought or added vs 66 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
➡️

Steady new buyers — ~20 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 19 → 9 → 24 → 20. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

63% of holders stayed for 2+ years

63% conviction (2yr+) 18% medium 19% new
89 out of 142 hedge funds have held FISI for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
🚀

Acceleration phase — new buyers rushing in

31 → 19 → 9 → 24 → 20 new funds/Q
New funds entering each quarter: 19 → 9 → 24 → 20. The pace of institutional discovery is accelerating sharply. This is the 'hot idea' phase — the thesis is being passed from fund to fund. You are not late — the accumulation wave is still building.
🏛️

Deep conviction — 68% of holders stayed 2+ years

68% veterans 10% 1-2yr 23% new
Of 142 current holders: 96 (68%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
🏆

Elite ownership — 40% AUM from top-100 funds

40% from top-100 AUM funds
28 of 142 holders are among the 100 largest funds by AUM, controlling 40% of total institutional value in FISI. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.7
out of 10
Low Exit Risk
Exit risk score 3.7/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Hedge Fund Ownership: FISI

How many hedge funds hold FISI — quarterly history vs. share price
Quarterly hedge fund ownership of FISI vs. share price

Market Analysis: FISI

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: FISI

-- --
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

28 top-rated funds 1 high-conviction
Consensus
6.3
/ 10
breadth
×
Elite
1.0
/ 10
conviction
Hedge Fund Positioning: FISI
2026 Q1 Stats Unlock in 22 days 142 + Investors

Track Smart Money conviction in FISI. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 142 133 6.77%
13F Shares 16M 16M -2.73%
Total Value $489M $438M 11.46%
New Positions 20 24 -4
Increased Positions 46 49 -3
Closed Positions 11 11 -
Reduced Positions 55 39 +16
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: FISI

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Institutional Holders (2026 Q1)

142 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in FISI. Verified SEC 13F-HR filings.

Top 20 institutional holders of FISI — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 CANANDAIGUA NATIONAL CORP 0.44% 154,881 $4.9M
2 COURIER CAPITAL LLC 0.21% 117,201 $3.7M
3 Daytona Street Capital LLC 0.20% 8,000 $258K
4 ProShare Advisors LLC 0.01% 204,256 $6.5M
5 TOMPKINS FINANCIAL CORP 0.01% 2,739 $87K
6 COMMONWEALTH EQUITY SERVICES, LLC 0.00% 58,903 $1.9M
7 STRS OHIO 0.00% 18,800 $596K
8 Versant Capital Management, Inc 0.00% 274 $9K
9 GAMMA Investing LLC 0.00% 546 $17K
10 Stone House Investment Management, LLC 0.00% 115 $4K
11 Sterling Capital Management LLC 0.00% 648 $21K
12 True Wealth Design, LLC 0.00% 40 $1K
13 SG Americas Securities, LLC 0.00% 6,102
14 Capital Advisors, Ltd. LLC 0.00% 39
15 SBI Securities Co., Ltd. 0.00% 88 $3K
16 Farther Finance Advisors, LLC 0.00% 247 $8K
17 Root Financial Partners, LLC 0.00% 43 $1K
18 SJS Investment Consulting Inc. 0.00% 9
19 GHP Investment Advisors, Inc. 0.00% 1
20 IFP Advisors, Inc 0.00% 2
Investor Ownership
History
% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — FINANCIAL INSTITUTIONS INC COM (FISI)

What does the Smart Money Trend signal show for FISI?

Buying streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds added FISI than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for FISI?

Slight buying edge — 50% buying: Last quarter: 66 funds bought or added vs 66 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for FISI holders?

Elite ownership — 40% AUM from top-100 funds: 28 of 142 holders are among the 100 largest funds by AUM, controlling 40% of total institutional value in FISI. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held FISI?

63% of holders stayed for 2+ years: 89 out of 142 hedge funds have held FISI for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.