CB Financial Services
CBFV
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.
33% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 6
4% more funds holding
Funds holding: 46 → 48 (+2)
0% more repeat investments, than reductions
Existing positions increased: 13 | Existing positions reduced: 13
4% less capital invested
Capital invested by funds: $61.2M → $58.6M (-$2.57M)
1.57% less ownership
Funds ownership: 41.81% → 40.24% (-1.6%)
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MI
M3F Inc
Salt Lake City,
Utah
|
+$1.88M |
| 2 |
Millennium Management
New York
|
+$1.28M |
| 3 |
FL
Fourthstone LLC
St Louis,
Missouri
|
+$773K |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$555K |
| 5 |
Jane Street
New York
|
+$542K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PU
Petiole USA
New York
|
-$4.19M |
| 2 |
WPW
Waldron Private Wealth
Bridgeville,
Pennsylvania
|
-$1.73M |
| 3 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
-$470K |
| 4 |
SM
Salzhauer Michael
|
-$431K |
| 5 |
Qube Research & Technologies (QRT)
London,
United Kingdom
|
-$355K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
51
Commonwealth Equity Services
Waltham,
Massachusetts
| – | -$319K | -11,146 | Closed |
|
|
HSA
52
HBK Sorce Advisory
Erie,
Pennsylvania
| – | -$318K | -11,130 | Closed |
|
|
FT
53
Fiduciary Trust
Boston,
Massachusetts
| – | -$266K | -9,323 | Closed |
|
CBFV Hedge Fund Activity: Q1 2025 in Review
48 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in CB Financial Services (CBFV) for Q1 2025, worth a combined $58.6M — down 4.2% from $61.2M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new CBFV positions and 6 closed out — a net gain of 2 holders — while 13 added to existing stakes and 13 trimmed.
The largest buyer was M3F Inc, adding an estimated $1.88M. The largest seller was Petiole USA, cutting an estimated $4.19M.
- 48 institutional investors held CB Financial Services (CBFV) as of Q1 2025, up from 46 in Q4 2024.
- Funds reported $58.6M of CB Financial Services stock for Q1 2025, down 4.2% quarter-over-quarter.
- 8 funds opened new CB Financial Services positions in Q1 2025 and 6 closed out, a net change of +2 holders.
- The largest CB Financial Services buyer in Q1 2025 was M3F Inc, an estimated $1.88M added.
- The largest CB Financial Services seller in Q1 2025 was Petiole USA, an estimated $4.19M sold.
Based on aggregated 13F filings for Q1 2025.