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AVBH

Avidbank Holdings
AVBH

64 hedge funds and large institutions have $212M invested in Avidbank Holdings in 2025 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 15 increasing their positions, 16 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

500% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 4

45% more funds holding

Funds holding: 44 → 64 (+20)

5% more capital invested

Capital invested by funds: $202M → $212M (+$9.81M)

0.39% more ownership

Funds ownership: 72.47% → 72.86% (+0.39%)

6% less repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 16

20% less funds holding in top 10

Funds holding in top 10: 5 → 4 (-1)

Holders
64
Holders Change
+20
Holders Change %
+45.45%
% of All Funds
0.78%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.05%
New
24
Increased
15
Reduced
16
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$2.86M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$2.27M
3
MCM
Maltese Capital Management
New York
+$2.21M
4
First Eagle Investment Management
First Eagle Investment Management
New York
+$1.78M
5
Citadel Advisors
Citadel Advisors
Florida
+$1.33M

Top Sellers

Rank Fund Capital Flow
1
Wellington Management Group
Wellington Management Group
Massachusetts
-$4.06M
2
AU
Algebris (UK)
United Kingdom
-$3.12M
3
BFC
Banc Funds Company
Illinois
-$2.11M
4
RIP
Rhino Investment Partners
Pennsylvania
-$2.04M
5
MCA
Mendon Capital Advisors
Florida
-$1.64M
Name Holding Trade Value Shares
Change 		Change in
Stake
UBS Group
26
UBS Group
Switzerland
$746K -$127K -4,911 -15%
Northern Trust
27
Northern Trust
Illinois
$721K +$308K +11,852 +77%
KCM
28
Kennedy Capital Management
Missouri
$694K – – –
Millennium Management
29
Millennium Management
New York
$677K +$661K +25,476 New
State Street
30
State Street
Massachusetts
$641K +$626K +24,144 New
Morgan Stanley
31
Morgan Stanley
New York
$569K +$404K +15,572 +266%
EPCA
32
Elizabeth Park Capital Advisors
Ohio
$531K – – –
Acadian Asset Management
33
Acadian Asset Management
Massachusetts
$529K +$519K +19,991 New
Two Sigma Advisers
34
Two Sigma Advisers
New York
$521K +$509K +19,600 New
Qube Research & Technologies (QRT)
35
Qube Research & Technologies (QRT)
United Kingdom
$394K +$385K +14,839 New
PAP
36
Persistent Asset Partners
Hong Kong
$373K -$418K -16,097 -53%
BCM
37
Bridgeway Capital Management
Texas
$332K +$324K +12,500 New
HighTower Advisors
38
HighTower Advisors
Illinois
$331K +$64.9K +2,500 +25%
Charles Schwab
39
Charles Schwab
California
$284K +$278K +10,700 New
EWM
40
Empirical Wealth Management
Washington
$282K – – –
GCM
41
Ghisallo Capital Management
Massachusetts
$266K – – –
ECM
42
ExodusPoint Capital Management
New York
$256K +$250K +9,623 New
Cerity Partners
43
Cerity Partners
New York
$236K – – –
EM
44
ELCO Management
New York
$228K -$180K -6,924 -45%
B
45
BetterWealth
California
$225K – – –
CSC
46
Caldwell Sutter Capital
California
$146K – – –
Barclays
47
Barclays
United Kingdom
$123K +$120K +4,623 New
Wells Fargo
48
Wells Fargo
California
$86.4K +$84.4K +3,252 New
RhumbLine Advisers
49
RhumbLine Advisers
Massachusetts
$56.2K +$54.9K +2,115 New
Bank of America
50
Bank of America
North Carolina
$48.4K +$45.7K +1,761 +2,935%
1
2
3

AVBH Hedge Fund Activity: Q4 2025 in Review

64 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Avidbank Holdings (AVBH) for Q4 2025, worth a combined $212M — up 4.9% from $202M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new AVBH positions and 4 closed out — a net gain of 20 holders — while 15 added to existing stakes and 16 trimmed.

The largest buyer was BlackRock, adding an estimated $2.86M. The largest seller was Wellington Management Group, cutting an estimated $4.06M.

  • 64 institutional investors held Avidbank Holdings (AVBH) as of Q4 2025, up from 44 in Q3 2025.
  • Funds reported $212M of Avidbank Holdings stock for Q4 2025, up 4.9% quarter-over-quarter.
  • 24 funds opened new Avidbank Holdings positions in Q4 2025 and 4 closed out, a net change of +20 holders.
  • The largest Avidbank Holdings buyer in Q4 2025 was BlackRock, an estimated $2.86M added.
  • The largest Avidbank Holdings seller in Q4 2025 was Wellington Management Group, an estimated $4.06M sold.

Based on aggregated 13F filings for Q4 2025.