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Capital Bancorp

111 hedge funds and large institutions have $225M invested in Capital Bancorp in 2025 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 48 increasing their positions, 28 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 28

42% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 12

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

28% more capital invested

Capital invested by funds: $176M → $225M (+$48.7M)

2.88% more ownership

Funds ownership: 37.28%40.16% (+2.9%)

3% more funds holding

Funds holding: 108111 (+3)

Holders
111
Holders Change
+3
Holders Change %
+2.78%
% of All Funds
1.46%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.05%
New
17
Increased
48
Reduced
28
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
26
Morgan Stanley
New York
$2.31M +$629K +20,509 +43%
Bank of New York Mellon
27
Bank of New York Mellon
New York
$2.22M +$174K +5,660 +9%
Squarepoint
28
Squarepoint
New York
$2.13M +$870K +28,358 +81%
KCM
29
Kendall Capital Management
Maryland
$2.02M
N
30
Nuveen
North Carolina
$1.84M +$962K +31,343 +133%
Marshall Wace
31
Marshall Wace
United Kingdom
$1.83M +$1.67M +54,578 New
WCM
32
Wedge Capital Management
North Carolina
$1.8M -$487K -15,876 -23%
Two Sigma Investments
33
Two Sigma Investments
New York
$1.62M +$320K +10,423 +28%
Renaissance Technologies
34
Renaissance Technologies
New York
$1.6M +$24.5K +800 +2%
Connor, Clark & Lunn Investment Management (CC&L)
35
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$1.51M +$717K +23,379 +108%
FCBT
36
First Citizens Bank & Trust
North Carolina
$1.38M +$1.26M +40,990 New
Goldman Sachs
37
Goldman Sachs
New York
$1.37M -$468K -15,253 -27%
HAG
38
HighPoint Advisor Group
Illinois
$1.3M -$92.1K -3,000 -7%
Bank of America
39
Bank of America
North Carolina
$1.26M +$935K +30,474 +428%
AAM
40
Ackerman Asset Management
Maryland
$1.21M
UBS Group
41
UBS Group
Switzerland
$1.2M +$878K +28,604 +402%
Charles Schwab
42
Charles Schwab
California
$1.19M +$229K +7,456 +27%
Ameriprise
43
Ameriprise
Minnesota
$1.12M +$152K +4,948 +17%
Qube Research & Technologies (QRT)
44
Qube Research & Technologies (QRT)
United Kingdom
$897K +$513K +16,725 +167%
Boston Partners
45
Boston Partners
Massachusetts
$857K +$1.23K +40 +0.2%
MAM
46
Martingale Asset Management
Massachusetts
$832K -$255K -8,300 -25%
GCP
47
GSA Capital Partners
United Kingdom
$751K +$686K +22,354 New
Creative Planning
48
Creative Planning
Kansas
$690K +$199K +6,473 +46%
JP Morgan Chase
49
JP Morgan Chase
New York
$672K -$458K -14,917 -43%
PNC Financial Services Group
50
PNC Financial Services Group
Pennsylvania
$672K

CBNK Hedge Fund Activity: Q2 2025 in Review

111 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Capital Bancorp (CBNK) for Q2 2025, worth a combined $225M — up 28% from $176M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new CBNK positions and 12 closed out — a net gain of 5 holders — while 48 added to existing stakes and 28 trimmed.

The largest buyer was Millennium Management, adding an estimated $2.67M. The largest seller was Seizert Capital Partners, exiting entirely with an estimated $1.84M sold.

  • 111 institutional investors held Capital Bancorp (CBNK) as of Q2 2025, up from 108 in Q1 2025.
  • Funds reported $225M of Capital Bancorp stock for Q2 2025, up 28% quarter-over-quarter.
  • 17 funds opened new Capital Bancorp positions in Q2 2025 and 12 closed out, a net change of +5 holders.
  • The largest Capital Bancorp buyer in Q2 2025 was Millennium Management, an estimated $2.67M added.
  • The largest Capital Bancorp seller in Q2 2025 was Seizert Capital Partners, an estimated $1.84M sold.

Based on aggregated 13F filings for Q2 2025.