We are live on ! Find out more
CBU icon

Community Bank

255 hedge funds and large institutions have $2.3B invested in Community Bank in 2025 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 89 increasing their positions, 93 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% more capital invested

Capital invested by funds: $2.23B → $2.3B (+$68.5M)

0% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 23

0.04% less ownership

Funds ownership: 74.15%74.11% (-0.04%)

4% less repeat investments, than reductions

Existing positions increased: 89 | Existing positions reduced: 93

1% less funds holding

Funds holding: 258255 (-3)

72% less call options, than puts

Call options by funds: $393K | Put options by funds: $1.42M

Holders
255
Holders Change
-3
Holders Change %
-1.16%
% of All Funds
3.35%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
23
Increased
89
Reduced
93
Closed
23
Calls
$393K
Puts
$1.42M
Net Calls
-$1.03M
Net Calls Change
-$115K
Name Holding Trade Value Shares
Change
Change in
Stake
SPIA
226
Steward Partners Investment Advisory
New York
$5.34K
AA
227
Addison Advisors
Vermont
$5.28K
IA
228
IFP Advisors
Florida
$5.04K +$4.98K +86 New
QCG
229
Quadrant Capital Group
Ohio
$4.69K +$4.63K +80 New
RIL
230
Rothschild Investment LLC
Illinois
$4.11K -$2.03K -35 -33%
HNW
231
High Note Wealth
Minnesota
$2.11K
FMII
232
Farmers & Merchants Investments Inc
Nebraska
$1.88K
JWA
233
JFS Wealth Advisors
Pennsylvania
$1.7K -$579 -10 -26%
AF
234
Allworth Financial
California
$1.68K +$521 +9 +45%
CT
235
Clearstead Trust
Maine
$1.64K
RWS
236
Retirement Wealth Solutions
Wisconsin
$1.17K +$1.16K +20 New
PWMG
237
Private Wealth Management Group
New Jersey
$1.06K
PMAM
238
Picton Mahoney Asset Management
Ontario, Canada
$1K
FFO
239
Fortitude Family Office
Arizona
$821
DPW
240
DiNuzzo Private Wealth
Pennsylvania
$599
Jones Financial Companies
241
Jones Financial Companies
Missouri
$478
LFG
242
Larson Financial Group
Missouri
$469 -$174 -3 -27%
HNB
243
Huntington National Bank
Ohio
$410
EP
244
Essential Partners
California
$410 +$405 +7 New
SS
245
SBI Securities
Japan
$352 -$463 -8 -57%
SIC
246
SJS Investment Consulting
Ohio
$294
RWM
247
Rialto Wealth Management
New York
$294 +$174 +3 +150%
S
248
SignatureFD
Georgia
$293 +$289 +5 New
AssetMark Inc
249
AssetMark Inc
California
$235
HIA
250
HFM Investment Advisors
New Jersey
$235

CBU Hedge Fund Activity: Q3 2025 in Review

255 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Community Bank (CBU) for Q3 2025, worth a combined $2.3B — up 3.1% from $2.23B a quarter earlier.

Fund positioning in CBU was balanced in Q3 2025: 23 funds opened new positions, 23 closed out, 89 added to existing stakes and 93 trimmed.

The largest buyer was NFJ Investment Group, adding an estimated $35.9M. The largest seller was FJ Capital Management, exiting entirely with an estimated $15.4M sold.

  • 255 institutional investors held Community Bank (CBU) as of Q3 2025, down from 258 in Q2 2025.
  • Funds reported $2.3B of Community Bank stock for Q3 2025, up 3.1% quarter-over-quarter.
  • 23 funds opened new Community Bank positions in Q3 2025 and 23 closed out, a net change of 0 holders.
  • The largest Community Bank buyer in Q3 2025 was NFJ Investment Group, an estimated $35.9M added.
  • The largest Community Bank seller in Q3 2025 was FJ Capital Management, an estimated $15.4M sold.

Based on aggregated 13F filings for Q3 2025.