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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
PFA
176
Pathway Financial Advisors
Vermont
$219K -$27K -466 -11%
JWBC
177
J.W. Burns & Co
New York
$210K -$13.9K -240 -6%
SA
178
Sanctuary Advisors
Indiana
$200K +$198K +3,412 New
MSWA
179
Marshall & Sterling Wealth Advisors
New York
$185K
TRCT
180
Tower Research Capital (TRC)
New York
$174K -$203K -3,509 -54%
NAAA
181
New Age Alpha Advisors
New York
$160K -$3.01K -52 -2%
PS
182
Principal Securities
Iowa
$147K +$10.2K +176 +8%
FFA
183
Farther Finance Advisors
California
$116K +$33.5K +579 +41%
Northwestern Mutual Wealth Management
184
Northwestern Mutual Wealth Management
Wisconsin
$106K
KBC Group
185
KBC Group
Belgium
$98K
C
186
Covestor
United Kingdom
$87K +$45K +777 +111%
SAM
187
Smartleaf Asset Management
Massachusetts
$85.9K +$10.9K +189 +15%
AWM
188
Abound Wealth Management
Tennessee
$71.6K
NB
189
NBT Bank
New York
$70.5K
US Bancorp
190
US Bancorp
Minnesota
$65.9K
SO
191
STRS Ohio
Ohio
$64.5K -$17.4K -300 -21%
GWM
192
Geneos Wealth Management
Colorado
$58.6K
BLC
193
Brown, Lisle/Cummings
Rhode Island
$55.9K +$405 +7 +0.7%
BTI
194
Blue Trust Inc
Georgia
$53.4K +$6.37K +110 +14%
Carson Wealth (CWM LLC)
195
Carson Wealth (CWM LLC)
Nebraska
$53K +$18.7K +323 +56%
WANY
196
Wealthspire Advisors (New York)
New York
$47.3K +$46.7K +806 New
CFFP
197
Center for Financial Planning
Michigan
$45.7K
EWA
198
EverSource Wealth Advisors
Alabama
$42.9K -$2.84K -49 -6%
RA
199
Rise Advisors
New York
$41.4K +$174 +3 +0.4%
Rockefeller Capital Management
200
Rockefeller Capital Management
New York
$40K +$39.5K +682 New

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.