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AVBC

Avidia Bancorp

66 hedge funds and large institutions have $127M invested in Avidia Bancorp in 2026 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 20 increasing their positions, 11 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

233% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 6

82% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 11

29% more capital invested

Capital invested by funds: $97.9M → $127M (+$28.6M)

25% more funds holding

Funds holding: 5366 (+13)

3.12% more ownership

Funds ownership: 29.03%32.14% (+3.1%)

Holders
66
Holders Change
+13
Holders Change %
+24.53%
% of All Funds
0.81%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
20
Increased
20
Reduced
11
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FFA
51
Farther Finance Advisors
California
$237K
Hudson Bay Capital Management
52
Hudson Bay Capital Management
Connecticut
$236K +$221K +12,002 New
Barclays
53
Barclays
United Kingdom
$213K +$199K +10,835 New
Charles Schwab
54
Charles Schwab
California
$197K
IA
55
Intellus Advisors
Florida
$197K
SOW
56
State of Wyoming
Wyoming
$159K -$175K -9,539 -54%
VGA
57
Vanguard Global Advisers
Pennsylvania
$128K +$120K +6,517 New
Wells Fargo
58
Wells Fargo
California
$122K +$18 +1 +0%
AF
59
Allworth Financial
California
$34.2K
Royal Bank of Canada
60
Royal Bank of Canada
Ontario, Canada
$8K +$1.62K +88 +33%
EB
61
Eastern Bank
Massachusetts
$2.42K
Fidelity Investments
62
Fidelity Investments
Massachusetts
$1.51K +$1.42K +77 New
PWA
63
Physician Wealth Advisors
Utah
$1.3K
RWM
64
Rialto Wealth Management
New York
$650 +$607 +33 New
BFS
65
Bare Financial Services
Pennsylvania
$570 +$533 +29 New
MI
66
M3F Inc
Utah
-$3.74M -222,361 Closed
Two Sigma Advisers
67
Two Sigma Advisers
New York
-$832K -49,500 Closed
Mercer Global Advisors
68
Mercer Global Advisors
Colorado
-$585K -34,824 Closed
OQS
69
Occudo Quantitative Strategies
Florida
-$227K -13,492 Closed
OAC
70
OMERS Administration Corp
Ontario, Canada
-$208K -12,400 Closed
FWA
71
Flagship Wealth Advisors
Massachusetts
-$84K -5,000 Closed

AVBC Hedge Fund Activity: Q1 2026 in Review

66 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Avidia Bancorp (AVBC) for Q1 2026, worth a combined $127M — up 29% from $97.9M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new AVBC positions and 6 closed out — a net gain of 14 holders — while 20 added to existing stakes and 11 trimmed.

The largest buyer was Millennium Management, adding an estimated $4.65M. The largest seller was M3F Inc, exiting entirely with an estimated $3.74M sold.

  • 66 institutional investors held Avidia Bancorp (AVBC) as of Q1 2026, up from 53 in Q4 2025.
  • Funds reported $127M of Avidia Bancorp stock for Q1 2026, up 29% quarter-over-quarter.
  • 20 funds opened new Avidia Bancorp positions in Q1 2026 and 6 closed out, a net change of +14 holders.
  • The largest Avidia Bancorp buyer in Q1 2026 was Millennium Management, an estimated $4.65M added.
  • The largest Avidia Bancorp seller in Q1 2026 was M3F Inc, an estimated $3.74M sold.

Based on aggregated 13F filings for Q1 2026.