Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

PROVIDENT FINL SVCS INC (PFS)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +12
Streak
1Q ▲
Buyers last Q
52%

Smart Money Signals — PFS

Based on 268 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added PFS 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
268 hedge funds hold PFS 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 — +10% more funds vs a year ago

fund count last 6Q
+25 new funds entered over the past year (+10% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 52% buying

127 buying118 selling
Last quarter: 127 funds bought or added vs 118 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 — ~37 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 26 → 44 → 35 → 37. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

59% of holders stayed for 2+ years

■ 59% conviction (2yr+) ■ 23% medium ■ 19% new
157 out of 268 hedge funds have held PFS 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.
➡️

Steady discovery — ~37 new funds/quarter

32 → 26 → 44 → 35 → 37 new funds/Q
New funds entering each quarter: 26 → 44 → 35 → 37. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 63% of holders stayed 2+ years

■ 63% veterans ■ 18% 1-2yr ■ 20% new
Of 268 current holders: 168 (63%) 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 — 60% AUM from top-100 funds

60% from top-100 AUM funds
38 of 268 holders are among the 100 largest funds by AUM, controlling 60% of total institutional value in PFS. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.6
out of 10
Low Exit Risk
Exit risk score 3.6/10 — 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.

Institutional Sentiment Summary — PFS

In 2025 Q4, 127 hedge funds were net buyers of PFS (37 opened a new position, 90 added to an existing one), while 118 reduced or exited (93 trimmed, 25 sold completely) — a 52% buyer ratio, indicating a slight buying edge. 60% of total institutional value in PFS is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +12 funds (more new holders than closures). Total institutional holders: 268.

Hedge Fund Ownership: PFS

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

Market Analysis: PFS

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: PFS

Financial Services Banks - Regional

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Smart Money Signal ?
Broad Consensus, Selective Conviction

Many quality funds hold this stock, but top-tier positions remain relatively small.

47 top-rated funds 1 high-conviction
Consensus
7.3
/ 10
breadth
×
Elite
1.4
/ 10
conviction
Hedge Fund Positioning: PFS
2026 Q1 Stats Unlock in 8 days 268 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 268 256 4.69%
13F Shares 94M 92M 2.1%
Total Value $1.85B $1.77B 4.65%
New Positions 37 35 +2
Increased Positions 90 93 -3
Closed Positions 25 36 -11
Reduced Positions 93 81 +12
Total Calls 0 1 -100.0%
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: PFS

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Financial Highlights

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Institutional Holders (2026 Q1)

268 + investors

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

Top 25 institutional holders of PFS — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Ledgewood Wealth Advisors, LLC 8.08% 678,112 $14.3M
2 SALZHAUER MICHAEL 1.52% 152,203 $3.2M
3 Rosenthal | Henry Capital Advisors, Inc. 1.43% 68,962 $1.5M
4 Carnegie Lake Advisors LLC 0.90% 106,958 $2.3M
5 Sound Income Strategies, LLC 0.59% 575,209 $12.2M
6 SIMON QUICK ADVISORS, LLC 0.58% 600,000 $12.7M
7 Riverwater Partners LLC 0.48% 67,414 $1.4M
8 Daytona Street Capital LLC 0.36% 22,000 $473K
9 ELCO Management Co., LLC 0.32% 31,738 $672K
10 Oliver Luxxe Assets LLC 0.29% 92,518 $2.0M
11 MRA Advisory Group 0.25% 29,258 $619K
12 Meadowbrook Advisors Group, LLC 0.25% 19,888 $421K
13 New Age Alpha Advisors, LLC 0.20% 205,206 $4.3M
14 Newport Capital Group, LLC 0.19% 14,429 $305K
15 COLLECTIVE FAMILY OFFICE LLC 0.14% 29,527 $625K
16 HENNESSY ADVISORS INC 0.14% 180,000 $3.8M
17 Sterling Financial Planning, Inc. 0.14% 21,689 $459K
18 BEACON INVESTMENT ADVISORY SERVICES, INC. 0.13% 150,643 $3.2M
19 Legacy Advisors, LLC 0.13% 51,689 $1.1M
20 FLYWHEEL PRIVATE WEALTH LLC 0.12% 10,000 $212K
21 Midwest Professional Planners, LTD. 0.11% 22,561 $477K
22 WBI INVESTMENTS, LLC 0.08% 14,182 $300K
23 Pinnacle Holdings, LLC 0.08% 11,563 $245K
24 Bluesphere Advisors LLC 0.08% 10,000 $212K
25 Rockline Wealth Management, LLC 0.07% 15,586 $330K
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 — PROVIDENT FINL SVCS INC (PFS)

What does the Smart Money Trend signal show for PFS?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added PFS 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 PFS?

Slight buying edge — 52% buying: Last quarter: 127 funds bought or added vs 118 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 PFS holders?

Elite ownership — 60% AUM from top-100 funds: 38 of 268 holders are among the 100 largest funds by AUM, controlling 60% of total institutional value in PFS. 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 PFS?

59% of holders stayed for 2+ years: 157 out of 268 hedge funds have held PFS 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.