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Community Bank
CBU

267 hedge funds and large institutions have $2.21B invested in Community Bank in 2025 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 82 increasing their positions, 93 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

6,020% more call options, than puts

Call options by funds: $306K | Put options by funds: $5K

58% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 24

5% more funds holding

Funds holding: 254 → 267 (+13)

0.29% more ownership

Funds ownership: 73.24% → 73.53% (+0.29%)

7% less capital invested

Capital invested by funds: $2.38B → $2.21B (-$171M)

12% less repeat investments, than reductions

Existing positions increased: 82 | Existing positions reduced: 93

Holders
267
Holders Change
+13
Holders Change %
+5.12%
% of All Funds
3.58%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
38
Increased
82
Reduced
93
Closed
24
Calls
$306K
Puts
$5K
Net Calls
+$301K
Net Calls Change
-$821K

Top Buyers

Rank Fund Capital Flow
1
Neuberger Berman Group
Neuberger Berman Group
New York
+$15.2M
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$10.8M
3
BlackRock
BlackRock
New York
+$10.4M
4
Invesco
Invesco
Georgia
+$9.37M
5
Jane Street
Jane Street
New York
+$7.58M

Top Sellers

Rank Fund Capital Flow
1
State Street
State Street
Massachusetts
-$25.9M
2
JP Morgan Chase
JP Morgan Chase
New York
-$10.5M
3
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
-$8.93M
4
Vanguard Group
Vanguard Group
Pennsylvania
-$5.96M
5
UBS Group
UBS Group
Switzerland
-$4.98M
Name Holding Trade Value Shares
Change 		Change in
Stake
BFS
251
Bare Financial Services
Pennsylvania
$1.48K +$1.61K +26 New
AF
252
Allworth Financial
California
$1.09K – – –
PWMG
253
Private Wealth Management Group
New Jersey
$1.02K – – –
PMAM
254
Picton Mahoney Asset Management
Ontario, Canada
$1K – – –
SC
255
Stephens Consulting
Michigan
$853 +$929 +15 New
SS
256
SBI Securities
Japan
$796 -$62 -1 -7%
SIC
257
SJS Investment Consulting
Ohio
$569 – – –
DPW
258
DiNuzzo Private Wealth
Pennsylvania
$455 – – –
HCP
259
Hexagon Capital Partners
Arkansas
$398 – – –
HNB
260
Huntington National Bank
Ohio
$398 – – –
GFPC
261
Global Financial Private Client
Florida
$398 +$248 +4 +133%
LFG
262
Larson Financial Group
Missouri
$284 -$124 -2 -29%
A
263
AlphaQuest
New York
$57 – – –
PWM
264
Parkworth Wealth Management
California
$57 – – –
BHWM
265
Bay Harbor Wealth Management
Maryland
$57 +$62 +1 New
HIA
266
HFM Investment Advisors
New Jersey
$57 +$62 +1 New
TWD
267
True Wealth Design
Ohio
$57 +$62 +1 New
Assenagon Asset Management
268
Assenagon Asset Management
Luxembourg
– -$8.93M -144,817 Closed
WA
269
Waterford Advisors
New York
– -$2.77M -44,863 Closed
Tudor Investment Corp
270
Tudor Investment Corp
Connecticut
– -$2.04M -33,072 Closed
Canada Pension Plan Investment Board
271
Canada Pension Plan Investment Board
Ontario, Canada
– -$1.55M -25,200 Closed
JFG
272
Jefferies Financial Group
New York
– -$874K -14,175 Closed
NA
273
Nottingham Advisors
New York
– -$691K -11,208 Closed
Man Group
274
Man Group
United Kingdom
– -$501K -8,118 Closed
ILI
275
Invesco LLC (Illinois)
Illinois
– -$417K -6,763 Closed
8 9 10
11
12

CBU Hedge Fund Activity: Q1 2025 in Review

267 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Community Bank (CBU) for Q1 2025, worth a combined $2.21B — down 7.2% from $2.38B a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new CBU positions and 24 closed out — a net gain of 14 holders — while 82 added to existing stakes and 93 trimmed.

The largest buyer was Neuberger Berman Group, adding an estimated $15.2M. The largest seller was State Street, cutting an estimated $25.9M.

  • 267 institutional investors held Community Bank (CBU) as of Q1 2025, up from 254 in Q4 2024.
  • Funds reported $2.21B of Community Bank stock for Q1 2025, down 7.2% quarter-over-quarter.
  • 38 funds opened new Community Bank positions in Q1 2025 and 24 closed out, a net change of +14 holders.
  • The largest Community Bank buyer in Q1 2025 was Neuberger Berman Group, an estimated $15.2M added.
  • The largest Community Bank seller in Q1 2025 was State Street, an estimated $25.9M sold.

Based on aggregated 13F filings for Q1 2025.