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Affinity Bancshares

27 hedge funds and large institutions have $29.8M invested in Affinity Bancshares in 2025 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 5 increasing their positions, 10 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 2

8% more capital invested

Capital invested by funds: $27.5M → $29.8M (+$2.3M)

4% more funds holding

Funds holding: 2627 (+1)

1.4% more ownership

Funds ownership: 22.17%23.57% (+1.4%)

50% less repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 10

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
27
Holders Change
+1
Holders Change %
+3.85%
% of All Funds
0.33%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
3
Increased
5
Reduced
10
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AllianceBernstein
1
AllianceBernstein
Tennessee
$12M +$808K +41,215 +8%
RA
2
Raffles Associates
New York
$4.07M -$5.64K -288 -0.1%
Vanguard Group
3
Vanguard Group
Pennsylvania
$3.44M +$266K +13,568 +9%
YCM
4
Yakira Capital Management
Connecticut
$1.43M -$484K -24,704 -26%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$1.25M -$11.3K -575 -0.9%
Renaissance Technologies
6
Renaissance Technologies
New York
$1.21M -$47K -2,400 -4%
MCM
7
Maltese Capital Management
New York
$1.15M +$58K +2,959 +6%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$1.05M -$12.4K -632 -1%
BCM
9
Beartown Capital Management
Michigan
$623K +$596K +30,416 New
BlackRock
10
BlackRock
New York
$562K +$108K +5,495 +25%
OS
11
Objectivity Squared
South Carolina
$549K
State Street
12
State Street
Massachusetts
$468K
Wells Fargo
13
Wells Fargo
California
$436K
Susquehanna International Group
14
Susquehanna International Group
Pennsylvania
$433K -$88.6K -4,520 -18%
Northern Trust
15
Northern Trust
Illinois
$359K -$2.37K -121 -0.7%
FFA
16
Farther Finance Advisors
California
$331K
SM
17
Salzhauer Michael
$307K
Rockefeller Capital Management
18
Rockefeller Capital Management
New York
$51K
C
19
Covestor
United Kingdom
$49K
OC
20
Oakworth Capital
Alabama
$20.4K
Fidelity Investments
21
Fidelity Investments
Massachusetts
$14.7K +$13.9K +707 New
Morgan Stanley
22
Morgan Stanley
New York
$7.76K +$6.88K +351 +1,210%
BNP Paribas Financial Markets
23
BNP Paribas Financial Markets
France
$6.76K +$6.49K +331 New
UBS Group
24
UBS Group
Switzerland
$306 -$4.29K -219 -94%
Bank of America
25
Bank of America
North Carolina
$143 -$59 -3 -30%

AFBI Hedge Fund Activity: Q4 2025 in Review

27 of the 8,228 institutional investors tracked by Wall St. Rank reported a position in Affinity Bancshares (AFBI) for Q4 2025, worth a combined $29.8M — up 8.4% from $27.5M a quarter earlier.

Buyers outnumbered sellers: 3 funds opened new AFBI positions and 2 closed out — a net gain of 1 holder — while 5 added to existing stakes and 10 trimmed.

The largest buyer was AllianceBernstein, adding an estimated $808K. The largest seller was Yakira Capital Management, cutting an estimated $484K.

  • 27 institutional investors held Affinity Bancshares (AFBI) as of Q4 2025, up from 26 in Q3 2025.
  • Funds reported $29.8M of Affinity Bancshares stock for Q4 2025, up 8.4% quarter-over-quarter.
  • 3 funds opened new Affinity Bancshares positions in Q4 2025 and 2 closed out, a net change of +1 holder.
  • The largest Affinity Bancshares buyer in Q4 2025 was AllianceBernstein, an estimated $808K added.
  • The largest Affinity Bancshares seller in Q4 2025 was Yakira Capital Management, an estimated $484K sold.

Based on aggregated 13F filings for Q4 2025.