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 | 60 | +$276.5M |
| 2 | JPM | JPMorgan Chase & Co. | 54 | $-66.8M |
| 3 | V | Visa Inc. | 47 | $-15.8M |
| 4 | IVV | iShares Core S&P 500 ETF | 44 | $-340.4M |
| 5 | BAC | Bank of America Corporation | 43 | $-12.4B |
| 6 | IJR | iShares Core S&P Small-Cap ETF | 41 | $-18.8M |
| 7 | SPY | State Street SPDR S&P 500 ETF | 41 | +$305.5M |
| 8 | IJH | iShares Core S&P Mid-Cap ETF | 39 | $-38.4B |
| 9 | VTI | Vanguard Morningstar Total Stock Market ETF | 39 | +$125.7M |
| 10 | VEA | Vanguard FTSE Developed Markets ETF | 37 | +$24.7B |
| 11 | VB | Vanguard Morningstar Small-Cap ETF | 36 | $-69.0M |
| 12 | VWO | Vanguard FTSE Emerging Markets ETF | 36 | +$8.0B |
| 13 | VO | Vanguard Morningstar Mid-Cap ETF | 34 | $-57.8B |
| 14 | SCHD | Schwab U.S. Dividend Equity ETF | 31 | +$27.7B |
| 15 | VTV | Vanguard Morningstar Value ETF | 31 | +$88.1M |
| 16 | VUG | Vanguard Morningstar Growth ETF | 31 | +$370.3B |
| 17 | XLK | State Street Technology Select Sector SPDR ETF | 31 | +$721K |
| 18 | WFC | Wells Fargo & Company | 30 | +$6.3B |
| 19 | XLE | State Street Energy Select Sector SPDR ETF | 30 | +$72.7B |
| 20 | IWM | iShares Russell 2000 ETF | 29 | $-36.6M |
Most Sold Financial Services Stocks
| # | Stock | Company | Funds Selling | Net $ Change |
|---|---|---|---|---|
| 1 | SPY | State Street SPDR S&P 500 ETF | 57 | +$305.5M |
| 2 | JPM | JPMorgan Chase & Co. | 53 | $-66.8M |
| 3 | V | Visa Inc. | 46 | $-15.8M |
| 4 | BAC | Bank of America Corporation | 44 | $-12.4B |
| 5 | AXP | American Express Company | 43 | $-39.8M |
| 6 | IVV | iShares Core S&P 500 ETF | 41 | $-340.4M |
| 7 | MA | Mastercard Incorporated | 39 | $-77.9M |
| 8 | VTI | Vanguard Morningstar Total Stock Market ETF | 38 | +$125.7M |
| 9 | EFA | iShares MSCI EAFE ETF | 36 | $-5.0M |
| 10 | GS | The Goldman Sachs Group, Inc. | 33 | $-352.5M |
| 11 | IJR | iShares Core S&P Small-Cap ETF | 32 | $-18.8M |
| 12 | IJH | iShares Core S&P Mid-Cap ETF | 28 | $-38.4B |
| 13 | VOO | Vanguard S&P 500 ETF | 28 | +$276.5M |
| 14 | IEMG | iShares Core MSCI Emerging Markets ETF | 26 | $-41.6B |
| 15 | IWM | iShares Russell 2000 ETF | 26 | $-36.6M |
| 16 | CB | Chubb Limited | 25 | +$5.5B |
| 17 | SCHW | The Charles Schwab Corporation | 25 | +$94.0B |
| 18 | VEA | Vanguard FTSE Developed Markets ETF | 25 | +$24.7B |
| 19 | VWO | Vanguard FTSE Emerging Markets ETF | 25 | +$8.0B |
| 20 | IWF | iShares Russell 1000 Growth ETF | 24 | $-3.5M |
Most Widely Held Financial Services Stocks
| # | Stock | Company | Institutional Holders | Total Value |
|---|---|---|---|---|
| 1 | JPM | JPMorgan Chase & Co. | 291 | $9.4B |
| 2 | SPY | State Street SPDR S&P 500 ETF | 274 | $9.8B |
| 3 | V | Visa Inc. | 267 | $9.0B |
| 4 | IVV | iShares Core S&P 500 ETF | 251 | $11.6B |
| 5 | BAC | Bank of America Corporation | 247 | $4.6T |
| 6 | VOO | Vanguard S&P 500 ETF | 243 | $10.0B |
| 7 | VTI | Vanguard Morningstar Total Stock Market ETF | 225 | $21.1B |
| 8 | MA | Mastercard Incorporated | 206 | $5.0B |
| 9 | IJR | iShares Core S&P Small-Cap ETF | 191 | $1.9B |
| 10 | VUG | Vanguard Morningstar Growth ETF | 187 | $5.7T |
| 11 | VEA | Vanguard FTSE Developed Markets ETF | 187 | $3.6T |
| 12 | AXP | American Express Company | 185 | $1.8B |
| 13 | GS | The Goldman Sachs Group, Inc. | 182 | $3.1B |
| 14 | VWO | Vanguard FTSE Emerging Markets ETF | 176 | $1.8T |
| 15 | IJH | iShares Core S&P Mid-Cap ETF | 172 | $2.2T |
| 16 | XLK | State Street Technology Select Sector SPDR ETF | 166 | $1.4B |
| 17 | IWM | iShares Russell 2000 ETF | 163 | $988.3M |
| 18 | EFA | iShares MSCI EAFE ETF | 163 | $985.9M |
| 19 | VTV | Vanguard Morningstar Value ETF | 163 | $5.0B |
| 20 | WFC | Wells Fargo & Company | 160 | $2.6T |
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Data sourced from SEC 13F filings for Q3 2026. Filings are delayed up to 45 days after quarter end.