CBU icon

Community Bank

252 hedge funds and large institutions have $2.3B invested in Community Bank in 2025 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 89 increasing their positions, 93 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

more capital invested

Capital invested by funds: $ → $

less ownership

Funds ownership:

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less funds holding

Funds holding:

13% less first-time investments, than exits

New positions opened: 21 | Existing positions closed: 24

72% less call options, than puts

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

Holders
252
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$393K
Puts
$1.42M
Net Calls
Net Calls Change

Top Buyers

1 +$36.4M
2 +$35.7M
3 +$21.3M
4
Neuberger Berman Group
Neuberger Berman Group
New York
+$13.3M
5
UBS Group
UBS Group
Switzerland
+$9.15M
Name Holding Trade Value Shares
Change
Change in
Stake
PFA
176
Pathway Financial Advisors
Vermont
$219K
JWBC
177
J.W. Burns & Co
New York
$210K
SA
178
Sanctuary Advisors
Indiana
$200K
MSWA
179
Marshall & Sterling Wealth Advisors
New York
$185K
TRCT
180
Tower Research Capital (TRC)
New York
$174K
NAAA
181
New Age Alpha Advisors
New York
$160K
PS
182
Principal Securities
Iowa
$147K
FFA
183
Farther Finance Advisors
California
$116K
Northwestern Mutual Wealth Management
184
Northwestern Mutual Wealth Management
Wisconsin
$106K
C
185
Covestor
United Kingdom
$87K
SAM
186
Smartleaf Asset Management
Massachusetts
$85.9K
AWM
187
Abound Wealth Management
Tennessee
$71.6K
NB
188
NBT Bank
New York
$70.5K
US Bancorp
189
US Bancorp
Minnesota
$65.9K
SO
190
STRS Ohio
Ohio
$64.5K
GWM
191
Geneos Wealth Management
Colorado
$58.6K
BLC
192
Brown, Lisle/Cummings
Rhode Island
$55.9K
BTI
193
Blue Trust Inc
Georgia
$53.4K
Carson Wealth (CWM LLC)
194
Carson Wealth (CWM LLC)
Nebraska
$53K
WANY
195
Wealthspire Advisors (New York)
New York
$47.3K
CFFP
196
Center for Financial Planning
Michigan
$45.7K
EWA
197
EverSource Wealth Advisors
Alabama
$42.9K
RA
198
Rise Advisors
New York
$41.4K
Rockefeller Capital Management
199
Rockefeller Capital Management
New York
$40K
Ohio Public Employees Retirement System (OPERS)
200
Ohio Public Employees Retirement System (OPERS)
Ohio
$34.1K