Financial Services — Institutional Ownership & Hedge Fund Activity
Track hedge fund buying and selling activity in Financial Services stocks based on SEC 13F filings for Q3 2026.
Most Bought Financial Services Stocks
| # | Stock | Company | Funds Buying | Net $ Change |
|---|---|---|---|---|
| 1 | VOO | Vanguard S&P 500 ETF | 67 | +$665.0M |
| 2 | JPM | JPMorgan Chase & Co. | 66 | +$153.0M |
| 3 | V | Visa Inc. | 57 | +$251.7M |
| 4 | BAC | Bank of America Corporation | 52 | $-279.1B |
| 5 | IVV | iShares Core S&P 500 ETF | 50 | +$2.8M |
| 6 | SPY | State Street SPDR S&P 500 ETF | 49 | +$1.7B |
| 7 | IJR | iShares Core S&P Small-Cap ETF | 45 | $-78.2M |
| 8 | VTI | Vanguard Morningstar Total Stock Market ETF | 45 | $-299.3M |
| 9 | IJH | iShares Core S&P Mid-Cap ETF | 44 | $-21.7B |
| 10 | VWO | Vanguard FTSE Emerging Markets ETF | 43 | +$71.8B |
| 11 | MA | Mastercard Incorporated | 42 | +$86.6M |
| 12 | VEA | Vanguard FTSE Developed Markets ETF | 42 | $-77.6B |
| 13 | BLK | BlackRock, Inc. | 40 | +$133.1M |
| 14 | VB | Vanguard Morningstar Small-Cap ETF | 40 | $-29.8M |
| 15 | WFC | Wells Fargo & Company | 40 | +$61.6B |
| 16 | VO | Vanguard Morningstar Mid-Cap ETF | 39 | +$10.5B |
| 17 | GS | The Goldman Sachs Group, Inc. | 38 | $-842.5M |
| 18 | XLK | State Street Technology Select Sector SPDR ETF | 38 | +$233.3M |
| 19 | VUG | Vanguard Morningstar Growth ETF | 37 | +$829.8B |
| 20 | SCHD | Schwab U.S. Dividend Equity ETF | 36 | +$77.0B |
Most Sold Financial Services Stocks
| # | Stock | Company | Funds Selling | Net $ Change |
|---|---|---|---|---|
| 1 | JPM | JPMorgan Chase & Co. | 63 | +$153.0M |
| 2 | SPY | State Street SPDR S&P 500 ETF | 61 | +$1.7B |
| 3 | BAC | Bank of America Corporation | 57 | $-279.1B |
| 4 | V | Visa Inc. | 57 | +$251.7M |
| 5 | AXP | American Express Company | 52 | $-56.7M |
| 6 | IVV | iShares Core S&P 500 ETF | 47 | +$2.8M |
| 7 | MA | Mastercard Incorporated | 47 | +$86.6M |
| 8 | GS | The Goldman Sachs Group, Inc. | 43 | $-842.5M |
| 9 | VTI | Vanguard Morningstar Total Stock Market ETF | 41 | $-299.3M |
| 10 | EFA | iShares MSCI EAFE ETF | 39 | $-238.6B |
| 11 | IJR | iShares Core S&P Small-Cap ETF | 38 | $-78.2M |
| 12 | SCHW | The Charles Schwab Corporation | 36 | +$108.1B |
| 13 | CB | Chubb Limited | 34 | +$9.2B |
| 14 | VOO | Vanguard S&P 500 ETF | 34 | +$665.0M |
| 15 | SPGI | S&P Global Inc. | 32 | +$144.9M |
| 16 | IJH | iShares Core S&P Mid-Cap ETF | 31 | $-21.7B |
| 17 | VEA | Vanguard FTSE Developed Markets ETF | 30 | $-77.6B |
| 18 | WFC | Wells Fargo & Company | 30 | +$61.6B |
| 19 | AFL | Aflac Incorporated | 29 | $-153.5M |
| 20 | TFC | Truist Financial Corporation | 29 | $-90.9B |
Most Widely Held Financial Services Stocks
| # | Stock | Company | Institutional Holders | Total Value |
|---|---|---|---|---|
| 1 | JPM | JPMorgan Chase & Co. | 308 | $14.4B |
| 2 | V | Visa Inc. | 284 | $12.8B |
| 3 | SPY | State Street SPDR S&P 500 ETF | 283 | $14.0B |
| 4 | BAC | Bank of America Corporation | 263 | $7.5T |
| 5 | IVV | iShares Core S&P 500 ETF | 262 | $20.0B |
| 6 | VOO | Vanguard S&P 500 ETF | 254 | $17.7B |
| 7 | VTI | Vanguard Morningstar Total Stock Market ETF | 235 | $24.9B |
| 8 | MA | Mastercard Incorporated | 222 | $7.6B |
| 9 | IJR | iShares Core S&P Small-Cap ETF | 200 | $2.6B |
| 10 | AXP | American Express Company | 200 | $2.9B |
| 11 | GS | The Goldman Sachs Group, Inc. | 197 | $4.2B |
| 12 | VEA | Vanguard FTSE Developed Markets ETF | 195 | $6.0T |
| 13 | VUG | Vanguard Morningstar Growth ETF | 194 | $7.5T |
| 14 | VWO | Vanguard FTSE Emerging Markets ETF | 184 | $2.7T |
| 15 | IJH | iShares Core S&P Mid-Cap ETF | 181 | $3.0T |
| 16 | WFC | Wells Fargo & Company | 174 | $3.5T |
| 17 | XLK | State Street Technology Select Sector SPDR ETF | 173 | $2.6B |
| 18 | EFA | iShares MSCI EAFE ETF | 172 | $1.4B |
| 19 | IWM | iShares Russell 2000 ETF | 171 | $1.6B |
| 20 | VTV | Vanguard Morningstar Value ETF | 170 | $6.6B |
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Data sourced from SEC 13F filings for Q3 2026. Filings are delayed up to 45 days after quarter end.