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Blue Ridge Bankshares
BRBS

107 hedge funds and large institutions have $150M invested in Blue Ridge Bankshares in 2025 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 42 increasing their positions, 26 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

62% more repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 26

1.68% more ownership

Funds ownership: 36.7% → 38.38% (+1.7%)

9% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 11

5% more capital invested

Capital invested by funds: $143M → $150M (+$6.92M)

1% more funds holding

Funds holding: 106 → 107 (+1)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

Holders
107
Holders Change
+1
Holders Change %
+0.94%
% of All Funds
1.3%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
12
Increased
42
Reduced
26
Closed
11
Calls
$3K
Puts
–
Net Calls
+$3K
Net Calls Change
-$16K

Top Buyers

Rank Fund Capital Flow
1
Wellington Management Group
Wellington Management Group
Massachusetts
+$10.1M
2
AU
Algebris (UK)
United Kingdom
+$5.39M
3
ACL
Azora Capital LP
Florida
+$2.04M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$1.57M
5
NA
NewEdge Advisors
Louisiana
+$650K

Top Sellers

Rank Fund Capital Flow
1
AllianceBernstein
AllianceBernstein
Tennessee
-$15.3M
2
JAM
Jacobs Asset Management
New York
-$521K
3
BFC
Banc Funds Company
Illinois
-$503K
4
GJL
Gendell Jeffrey L
-$423K
5
EF
Empowered Funds
Pennsylvania
-$400K
Name Holding Trade Value Shares
Change 		Change in
Stake
S
101
SignatureFD
Georgia
$1.54K +$1.56K +360 New
CAL
102
Capital Advisors Ltd
Ohio
$1K – – –
AF
103
Allworth Financial
California
$1K +$1.01K +234 New
CPG
104
Cornerstone Planning Group
New Jersey
$822 – – –
ACA
105
American Capital Advisory
Idaho
$427 – – –
EWA
106
EverSource Wealth Advisors
Alabama
$60 -$2.01K -464 -97%
MCM
107
MAI Capital Management
Ohio
$47 +$48 +11 New
EF
108
Empowered Funds
Pennsylvania
– -$400K -94,646 Closed
TTWM
109
TCV Trust & Wealth Management
Virginia
– -$115K -27,216 Closed
Kovitz Investment Group Partners
110
Kovitz Investment Group Partners
Illinois
– -$88.8K -21,000 Closed
Creative Planning
111
Creative Planning
Kansas
– -$65.3K -15,426 Closed
GCM
112
Graham Capital Management
Connecticut
– -$55.7K -13,169 Closed
PCMH
113
Polymer Capital Management (HK)
Hong Kong
– -$44.3K -10,474 Closed
Northwestern Mutual Wealth Management
114
Northwestern Mutual Wealth Management
Wisconsin
– -$13.1K -3,108 Closed
AUB
115
Atlantic Union Bankshares
Virginia
– -$10.1K -2,392 Closed
AAP
116
Arax Advisory Partners
Colorado
– -$1.93K -456 Closed
WANY
117
Wealthspire Advisors (New York)
New York
– -$343 -81 Closed
1 2 3 4
5

BRBS Hedge Fund Activity: Q4 2025 in Review

107 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Blue Ridge Bankshares (BRBS) for Q4 2025, worth a combined $150M — up 4.8% from $143M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new BRBS positions and 11 closed out — a net gain of 1 holder — while 42 added to existing stakes and 26 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $10.1M. The largest seller was AllianceBernstein, cutting an estimated $15.3M.

  • 107 institutional investors held Blue Ridge Bankshares (BRBS) as of Q4 2025, up from 106 in Q3 2025.
  • Funds reported $150M of Blue Ridge Bankshares stock for Q4 2025, up 4.8% quarter-over-quarter.
  • 12 funds opened new Blue Ridge Bankshares positions in Q4 2025 and 11 closed out, a net change of +1 holder.
  • The largest Blue Ridge Bankshares buyer in Q4 2025 was Wellington Management Group, an estimated $10.1M added.
  • The largest Blue Ridge Bankshares seller in Q4 2025 was AllianceBernstein, an estimated $15.3M sold.

Based on aggregated 13F filings for Q4 2025.