Most sold financial services stocks in Q4 2025
See which Financial Services stocks institutional investors trimmed or exited the most in Q4 2025, measured as net reductions in reported share positions from Q3 2025 into Q4 2025. Notable reductions at the top of this list include BANK OF AMERICA CORP (BAC), SCHWAB (CHARLES) CORP (SCHW), AEGON LTD-NY REG SHR (AEG), METLIFE INC (MET). These rankings are based on SEC 13F filings from the investors we track.
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| Symbol | Name | Net shares | Net value | New | Added | Trimmed | Sold out | Holding now |
|---|---|---|---|---|---|---|---|---|
| BAC | BANK OF AMERICA CORP | -96,875,929 | -$3.12B | 0 | 1 | 8 | 6 | 13 |
| SCHW | SCHWAB (CHARLES) CORP | -93,201,622 | -$8.80B | 0 | 3 | 5 | 5 | 8 |
| AEG | AEGON LTD-NY REG SHR | -85,813,595 | -$685.65M | 0 | 0 | 0 | 2 | 0 |
| MET | METLIFE INC | -51,899,561 | -$4.32B | 0 | 1 | 1 | 2 | 2 |
| BK | BANK OF NEW YORK MELLON CORP | -47,731,464 | -$5.20B | 0 | 1 | 3 | 5 | 5 |
| WFC | WELLS FARGO & CO | -41,017,914 | -$3.32B | 0 | 1 | 7 | 6 | 10 |
| GNW | GENWORTH FINANCIAL INC | -27,221,117 | -$241.91M | 0 | 0 | 1 | 2 | 2 |
| COF | CAPITAL ONE FINANCIAL CORP | -22,217,041 | -$3.86B | 1 | 1 | 9 | 5 | 13 |
| NMR | NOMURA HOLDINGS INC-SPON ADR | -13,112,712 | -$93.29M | 0 | 0 | 1 | 2 | 1 |
| LYG | LLOYDS BANKING GROUP PLC-ADR | -11,091,335 | -$49.96M | 0 | 0 | 1 | 2 | 1 |
| USB | US BANCORP | -9,443,073 | -$447.02M | 0 | 0 | 4 | 4 | 5 |
| IBKR | INTERACTIVE BROKERS GRO-CL A | -9,368,976 | -$716.91M | 0 | 1 | 1 | 4 | 4 |
| ICE | INTERCONTINENTAL EXCHANGE IN | -7,943,638 | -$1.04B | 1 | 1 | 0 | 8 | 2 |
| V | VISA INC-CLASS A SHARES | -7,275,794 | -$1.68B | 1 | 8 | 8 | 11 | 23 |
| STT | STATE STREET CORP | -7,053,884 | -$806.44M | 0 | 0 | 1 | 3 | 1 |
| SOFI | SOFI TECHNOLOGIES INC | -6,766,877 | -$178.81M | 0 | 0 | 1 | 3 | 1 |
| MA | MASTERCARD INC - A | -6,623,439 | -$3.99B | 1 | 1 | 9 | 7 | 14 |
| C | CITIGROUP INC | -6,565,624 | -$479.64M | 0 | 0 | 5 | 5 | 6 |
| HDB | HDFC BANK LTD-ADR | -6,554,898 | -$219.67M | 0 | 2 | 4 | 2 | 6 |
| MMC | MARSH & MCLENNAN COS | -6,517,352 | -$975.16M | 0 | 1 | 2 | 4 | 4 |
| BRO | BROWN & BROWN INC | -6,417,376 | -$627.90M | 0 | 2 | 0 | 4 | 2 |
| FNF | FIDELITY NATIONAL FINANCIAL | -6,009,894 | -$386.37M | 1 | 2 | 0 | 3 | 3 |
| AON | Aon Plc | -5,256,545 | -$1.91B | 0 | 2 | 4 | 3 | 8 |
| JPM | JPMORGAN CHASE & CO | -4,909,091 | -$1.52B | 0 | 3 | 8 | 6 | 13 |
| EQH | EQUITABLE HOLDINGS INC | -4,217,158 | -$227.69M | 0 | 1 | 0 | 3 | 1 |
| HOOD | ROBINHOOD MARKETS INC - A | -3,789,505 | -$645.93M | 0 | 1 | 0 | 3 | 1 |
| SPGI | S&P GLOBAL INC | -3,426,091 | -$1.18B | 1 | 3 | 1 | 6 | 6 |
| LPLA | LPL FINANCIAL HOLDINGS INC | -3,195,573 | -$988.03M | 1 | 1 | 2 | 2 | 4 |
| ALLY | ALLY FINANCIAL INC | -3,072,566 | $70.15M | 0 | 0 | 2 | 2 | 5 |
| TFC | TRUIST FINANCIAL CORP | -2,888,283 | -$130.07M | 1 | 0 | 1 | 5 | 2 |
| BCS | BARCLAYS PLC-SPONS ADR | -2,692,362 | -$37.51M | 0 | 0 | 2 | 2 | 2 |
| MCO | MOODY'S CORP | -2,620,844 | $525.13M | 0 | 1 | 3 | 6 | 9 |
| KKR | KKR & CO L P DEL | -2,536,471 | -$362.64M | 0 | 2 | 1 | 4 | 3 |
| COIN | COINBASE GLOBAL INC -CLASS A | -2,514,673 | -$848.68M | 0 | 0 | 0 | 3 | 0 |
| GS | GOLDMAN SACHS GROUP INC | -2,471,400 | -$1.96B | 0 | 0 | 6 | 3 | 6 |
| BRK-B | BERKSHIRE HATHAWAY INC-CL B | -2,384,047 | -$1.18B | 0 | 4 | 12 | 10 | 18 |
| AXP | AMERICAN EXPRESS CO | -2,355,197 | $5.00B | 0 | 1 | 8 | 6 | 10 |
| RDN | RADIAN GROUP INC | -2,324,609 | -$84.21M | 0 | 1 | 0 | 3 | 1 |
| CME | CME GROUP INC | -2,313,170 | -$620.19M | 0 | 1 | 2 | 3 | 4 |
| VLY | VALLEY NATIONAL BANCORP | -2,302,494 | -$24.41M | 0 | 0 | 0 | 3 | 0 |
| BGC | BGC GROUP INC-A | -2,280,439 | -$21.98M | 0 | 0 | 1 | 1 | 1 |
| PYPL | PAYPAL HOLDINGS INC | -2,168,185 | -$197.62M | 0 | 1 | 6 | 6 | 8 |
| JXN | JACKSON FINANCIAL INC-A | -1,974,593 | -$199.42M | 0 | 0 | 1 | 2 | 1 |
| COOP | MR COOPER GROUP INC | -1,931,024 | -$407.04M | 0 | 0 | 0 | 4 | 0 |
| UNM | UNUM GROUP | -1,809,188 | -$140.72M | 0 | 0 | 0 | 3 | 0 |
| BBD | BANCO BRADESCO-ADR | -1,798,797 | -$6.38M | 0 | 0 | 1 | 1 | 1 |
| PGR | PROGRESSIVE CORP | -1,688,096 | -$463.16M | 3 | 2 | 2 | 4 | 9 |
| CRBG | COREBRIDGE FINANCIAL INC | -1,538,839 | -$95.38M | 0 | 3 | 0 | 1 | 3 |
| MFG | MIZUHO FINANCIAL GROUP-ADR | -1,467,183 | -$8.16M | 0 | 0 | 1 | 1 | 1 |
| UVE | UNIVERSAL INSURANCE HOLDINGS | -1,455,969 | -$35.91M | 0 | 1 | 0 | 1 | 1 |
Frequently asked questions about Most sold financial services stocks in Q4 2025
What are the most sold Financial Services stocks in Q4 2025?
The most sold financial services stocks in Q4 2025 are those with the largest decrease in reported share counts across tracked institutional investors compared to Q3 2025, based on SEC 13F filings.
Which financial services stocks did institutional investors trimmed or exited the most in Q4 2025?
Among the managers we track, net reductions were largest in companies such as BANK OF AMERICA CORP (BAC), SCHWAB (CHARLES) CORP (SCHW), AEGON LTD-NY REG SHR (AEG), based on aggregated 13F data.
How is institutional selling calculated?
Selling is calculated by summing the net decrease in shares reported by tracked investors between two consecutive quarterly 13F snapshots (compared to Q3 2025).
Does this include all institutional owners?
These rankings are based on a subset of tracked institutional investors who file SEC 13F reports. While not exhaustive, the dataset includes many of the largest and most influential funds.
Are these trades real-time?
No. 13F filings are reported quarterly and may be delayed by up to 45 days. The data reflects positions at the end of the reporting period, not real-time trading activity.