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AVBC

Avidia Bancorp

53 hedge funds and large institutions have $97.9M invested in Avidia Bancorp in 2025 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 12 increasing their positions, 11 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

900% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 2

43% more funds holding

Funds holding: 3753 (+16)

16% more capital invested

Capital invested by funds: $84.7M → $97.9M (+$13.3M)

9% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 11

0.79% more ownership

Funds ownership: 28.23%29.03% (+0.79%)

Holders
53
Holders Change
+16
Holders Change %
+43.24%
% of All Funds
0.64%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
20
Increased
12
Reduced
11
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
T. Rowe Price Investment Management
1
T. Rowe Price Investment Management
Maryland
$19.6M -$817K -52,125 -4%
Vanguard Group
2
Vanguard Group
Pennsylvania
$16.7M +$36.7K +2,340 +0.2%
Wellington Management Group
3
Wellington Management Group
Massachusetts
$13.6M -$1.37M -87,321 -10%
FCM
4
FJ Capital Management
Virginia
$8.36M
BlackRock
5
BlackRock
New York
$4.69M +$98.3K +6,272 +2%
MI
6
M3F Inc
Utah
$3.74M -$1.67M -106,405 -32%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$3.31M +$53.4K +3,409 +2%
Two Sigma Investments
8
Two Sigma Investments
New York
$2.66M -$1.33M -85,096 -35%
AllianceBernstein
9
AllianceBernstein
Tennessee
$2.27M +$641K +40,855 +43%
HAI
10
Hennessy Advisors Inc
California
$1.6M +$862K +55,000 +138%
Morgan Stanley
11
Morgan Stanley
New York
$1.48M +$1.24M +78,853 +849%
Marshall Wace
12
Marshall Wace
United Kingdom
$1.33M +$1.24M +78,997 New
Franklin Resources
13
Franklin Resources
California
$1.29M -$23.5K -1,500 -2%
Millennium Management
14
Millennium Management
New York
$1.18M +$1.1M +70,453 New
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$1.16M +$243K +15,500 +29%
Goldman Sachs
16
Goldman Sachs
New York
$1.1M -$237K -15,086 -19%
State Street
17
State Street
Massachusetts
$927K +$438K +27,960 +103%
IIM
18
Ironwood Investment Management
Massachusetts
$911K -$2.18K -139 -0.3%
Two Sigma Advisers
19
Two Sigma Advisers
New York
$832K +$329K +21,000 +74%
JP Morgan Chase
20
JP Morgan Chase
New York
$707K +$660K +42,064 +467,378%
Northern Trust
21
Northern Trust
Illinois
$703K +$54.8K +3,495 +9%
PCM
22
Polaris Capital Management
Massachusetts
$672K
SV
23
Stilwell Value
New York
$672K
BNP Paribas Financial Markets
24
BNP Paribas Financial Markets
France
$650K +$606K +38,680 New
MCM
25
Maltese Capital Management
New York
$643K -$153K -9,750 -20%

AVBC Hedge Fund Activity: Q4 2025 in Review

53 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Avidia Bancorp (AVBC) for Q4 2025, worth a combined $97.9M — up 16% from $84.7M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new AVBC positions and 2 closed out — a net gain of 18 holders — while 12 added to existing stakes and 11 trimmed.

The largest buyer was Marshall Wace, opening a new position worth an estimated $1.24M. The largest seller was Citadel Advisors, exiting entirely with an estimated $1.77M sold.

  • 53 institutional investors held Avidia Bancorp (AVBC) as of Q4 2025, up from 37 in Q3 2025.
  • Funds reported $97.9M of Avidia Bancorp stock for Q4 2025, up 16% quarter-over-quarter.
  • 20 funds opened new Avidia Bancorp positions in Q4 2025 and 2 closed out, a net change of +18 holders.
  • The largest Avidia Bancorp buyer in Q4 2025 was Marshall Wace, an estimated $1.24M added.
  • The largest Avidia Bancorp seller in Q4 2025 was Citadel Advisors, an estimated $1.77M sold.

Based on aggregated 13F filings for Q4 2025.