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AVBH

Avidbank Holdings
AVBH

88 hedge funds and large institutions have $238M invested in Avidbank Holdings in 2026 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 23 increasing their positions, 22 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

278% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 9

38% more funds holding

Funds holding: 64 → 88 (+24)

12% more capital invested

Capital invested by funds: $212M → $238M (+$25.9M)

3.67% more ownership

Funds ownership: 72.86% → 76.53% (+3.7%)

5% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 22

0% more funds holding in top 10

Funds holding in top 10: 4 → 4 (0)

Holders
88
Holders Change
+24
Holders Change %
+37.5%
% of All Funds
1.08%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
34
Increased
23
Reduced
22
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Adage Capital Partners
Adage Capital Partners
Massachusetts
+$6.54M
2
BFC
Banc Funds Company
Illinois
+$1.94M
3
Morgan Stanley
Morgan Stanley
New York
+$1.58M
4
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$1.54M
5
American Century Companies
American Century Companies
Missouri
+$1.49M

Top Sellers

Rank Fund Capital Flow
1
MCM
Maltese Capital Management
New York
-$3.64M
2
BFM
Boothbay Fund Management
New York
-$2.57M
3
JAM
Jacobs Asset Management
New York
-$1.3M
4
FL
Fourthstone LLC
Missouri
-$1.25M
5
PFO
PMC FIG Opportunities
Israel
-$1.04M
Name Holding Trade Value Shares
Change 		Change in
Stake
Royal Bank of Canada
76
Royal Bank of Canada
Ontario, Canada
$1K -$3.64K -129 -84%
MCM
77
MAI Capital Management
Ohio
$941 +$932 +33 New
EWA
78
EverSource Wealth Advisors
Alabama
$657 +$649 +23 New
AF
79
Allworth Financial
California
$627 +$621 +22 New
RIL
80
Rothschild Investment LLC
Illinois
$570 +$565 +20 New
CPG
81
Cornerstone Planning Group
New Jersey
$442 +$424 +15 New
RFP
82
Root Financial Partners
California
$428 +$424 +15 New
AAP
83
Arax Advisory Partners
Colorado
$228 +$226 +8 New
BWA
84
Basecamp Wealth Advisors
Washington
$228 +$226 +8 New
Nisa Investment Advisors
85
Nisa Investment Advisors
Missouri
$114 +$113 +4 New
EP
86
Essential Partners
California
$86 +$85 +3 New
FFA
87
Farther Finance Advisors
California
$29 +$28 +1 New
SIC
88
SJS Investment Consulting
Ohio
$29 +$28 +1 New
BFM
89
Boothbay Fund Management
New York
– -$2.57M -96,674 Closed
PFO
90
PMC FIG Opportunities
Israel
– -$1.04M -39,293 Closed
KCM
91
Kennedy Capital Management
Missouri
– -$694K -26,138 Closed
Two Sigma Advisers
92
Two Sigma Advisers
New York
– -$521K -19,600 Closed
PAP
93
Persistent Asset Partners
Hong Kong
– -$373K -14,033 Closed
ECM
94
ExodusPoint Capital Management
New York
– -$256K -9,623 Closed
KAS
95
Kestra Advisory Services
Texas
– -$36.3K -1,365 Closed
SO
96
STRS Ohio
Ohio
– -$13.3K -500 Closed
AB
97
Amalgamated Bank
New York
– -$2K -91 Closed
1 2 3
4

AVBH Hedge Fund Activity: Q1 2026 in Review

88 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Avidbank Holdings (AVBH) for Q1 2026, worth a combined $238M — up 12% from $212M a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new AVBH positions and 9 closed out — a net gain of 25 holders — while 23 added to existing stakes and 22 trimmed.

The largest buyer was Adage Capital Partners, adding an estimated $6.54M. The largest seller was Maltese Capital Management, cutting an estimated $3.64M.

  • 88 institutional investors held Avidbank Holdings (AVBH) as of Q1 2026, up from 64 in Q4 2025.
  • Funds reported $238M of Avidbank Holdings stock for Q1 2026, up 12% quarter-over-quarter.
  • 34 funds opened new Avidbank Holdings positions in Q1 2026 and 9 closed out, a net change of +25 holders.
  • The largest Avidbank Holdings buyer in Q1 2026 was Adage Capital Partners, an estimated $6.54M added.
  • The largest Avidbank Holdings seller in Q1 2026 was Maltese Capital Management, an estimated $3.64M sold.

Based on aggregated 13F filings for Q1 2026.