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CB Financial Services
CBFV

Overview Fund Activity

48 hedge funds and large institutions have $58.6M invested in CB Financial Services in 2025 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 13 increasing their positions, 13 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
48
Holders Change
+2
Holders Change %
+4.35%
% of All Funds
0.65%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
8
Increased
13
Reduced
13
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MI
M3F Inc
Utah
+$1.86M
2
Millennium Management
Millennium Management
New York
+$1.27M
3
FL
Fourthstone LLC
Missouri
+$765K
4
Citadel Advisors
Citadel Advisors
Florida
+$550K
5
Jane Street
Jane Street
New York
+$537K

Top Sellers

1
PU
Petiole USA
New York
-$4.15M
2
WPW
Waldron Private Wealth
Pennsylvania
-$1.72M
3
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
-$465K
4
SM
Salzhauer Michael
-$427K
5
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
-$355K
Name Holding Trade Value Shares
Change 		Shares
Change %
Stifel Financial
26
Stifel Financial
Missouri
$450K -$2.85K -100 -0.6%
State Street
27
State Street
Massachusetts
$343K – – –
Northern Trust
28
Northern Trust
Illinois
$326K +$34.6K +1,215 +12%
Ameriprise
29
Ameriprise
Minnesota
$321K – – –
WB
30
WesBanco Bank
West Virginia
$316K – – –
HF
31
HRT Financial
New York
$315K +$315K +11,085 New
Morgan Stanley
32
Morgan Stanley
New York
$296K +$62.9K +2,210 +27%
SSA
33
Schonfeld Strategic Advisors
New York
$249K +$249K +8,740 New
Connor, Clark & Lunn Investment Management (CC&L)
34
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$241K +$25.4K +892 +12%
OP
35
ORG Partners
Indiana
$211K +$211K +7,423 New
Barclays
36
Barclays
United Kingdom
$211K – – –
SPIA
37
Steward Partners Investment Advisory
New York
$173K – – –
Fifth Third Bancorp
38
Fifth Third Bancorp
Ohio
$132K – – –
Acadian Asset Management
39
Acadian Asset Management
Massachusetts
$115K +$26.7K +966 +30%
UBS Group
40
UBS Group
Switzerland
$72.2K -$37.8K -1,327 -34%
TRCT
41
Tower Research Capital (TRC)
New York
$16.5K +$16.5K +581 New
Carson Wealth (CWM LLC)
42
Carson Wealth (CWM LLC)
Nebraska
$16K – – –
Bank of America
43
Bank of America
North Carolina
$9.5K -$98.8K -3,473 -91%
JPMorgan Chase & Co
44
JPMorgan Chase & Co
New York
$6.97K +$6.97K +245 New
Citigroup
45
Citigroup
New York
$6.77K -$64.4K -2,262 -90%
Wells Fargo
46
Wells Fargo
California
$3.04K – – –
GEA
47
Glen Eagle Advisors
New Jersey
$2.13K – – –
BNP Paribas Financial Markets
48
BNP Paribas Financial Markets
France
$825 – – –
Qube Research & Technologies (QRT)
49
Qube Research & Technologies (QRT)
United Kingdom
– -$355K -12,413 Closed
6CM
50
683 Capital Management
New York
– -$344K -12,019 Closed
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