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FISI · Financial Services

FINANCIAL INSTITUTIONS INC

USA Financial Services Filing: 2025-12-31
Smart-money confidence · 1 of 3 sources firing
Bearish — money moving out

No standout activity across the feeds we track.

Hedge funds
26
Congress
No data
Insiders
No data
Cross-source blend of hedge-fund breadth, Congress trades, and insider Form 4s.  ·  how the score works
◆ Next steps Interested in FINANCIAL INSTITUTIONS INC? Here's what to do with it.
Not financial advice. Bogen Capital surfaces public SEC filings — you decide what to do with them.
Market cap
$810M
Industry
Banks - Regional
Sector
Financial Services
Exchange
NasdaqGS
About FINANCIAL INSTITUTIONS INC

Financial Institutions, Inc., through its subsidiaries, provides banking and financial services to consumer, commercial, and municipal customers in New York. The company provides checking and savings account programs, including money market accounts, certificates of deposit, sweep investments, and individual retirement and other qualified plan accounts, as well as NOW accounts. It also offers commercial loan products including term loans and lines of credit; short and medium-term commercial loans for working capital, business expansion, and purchase of equipment; commercial business loans;…

Who's behind the signal
Every informed buyer we can see on FISI, across all three feeds.
Hedge funds · 5
Point72 (Steve Cohen) New position
Citadel Advisors Increased +171%
D.E. Shaw & Co Decreased −34%
Congress · 0
No congressional trades on record.
Insiders
No significant Form 4 insider activity in the window.
Congressional trade history · 1
Every disclosed buy & sell on record — STOCK Act filings
Trade date Member Chamber Action Amount
2020-11-20 Joseph D. Morelle · D-NY House SOLD $1,001 - $15,000
Not a model pick — but on our radar. FINANCIAL INSTITUTIONS INC isn't in the top-10 model right now, but 5 tracked investors hold it. Everything below is real signal from public filings — treat this as a watch candidate, not a conviction call.
5
Investors
1
New positions
1
Increasing
2
Decreasing
1
Unchanged
Price History
Loading price data...
Return: High: Low:
Who's Holding This Stock
Position sizes and recent activity from tracked institutional investors
Trust weight: 1.1×
New position
% of portfolio
0.0%
Position change
NEW
0.0% of Point72's portfolio
Trust weight: 1.0×
Increased +171%
% of portfolio
0.0%
Position change
+171%
0.0% of Citadel Advisors's portfolio
Trust weight: 1.0×
Decreased −34%
% of portfolio
0.0%
Position change
−34%
0.0% of D.E. Shaw & Co's portfolio
Trust weight: 1.0×
Unchanged
% of portfolio
0.0%
Position change
0.0% of AQR Capital Management's portfolio
Trust weight: 1.0×
Decreased −94%
% of portfolio
0.0%
Position change
−94%
0.0% of Millennium Management's portfolio
Portfolio Allocation
How much of each investor's portfolio is allocated to FINANCIAL INSTITUTIONS INC
⚠ Disclaimer: This page is for informational purposes only. Holdings data from SEC EDGAR 13F filings, delayed up to 135 days. Not a recommendation to buy or sell FINANCIAL INSTITUTIONS INC or any security.

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