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Community Bank

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: 254267 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
KBC Group
201
KBC Group
Belgium
$159K +$28.7K +463 +20%
NAAA
202
New Age Alpha Advisors
New York
$155K -$422K -6,816 -71%
TRCT
203
Tower Research Capital (TRC)
New York
$120K +$10.5K +169 +9%
GWM
204
Geneos Wealth Management
Colorado
$114K -$17.7K -285 -12%
PS
205
Principal Securities
Iowa
$109K
Northwestern Mutual Wealth Management
206
Northwestern Mutual Wealth Management
Wisconsin
$103K -$372 -6 -0.3%
SO
207
STRS Ohio
Ohio
$102K
AssetMark Inc
208
AssetMark Inc
California
$84.4K -$35.8K -578 -28%
SAM
209
Smartleaf Asset Management
Massachusetts
$72.8K +$4.96K +80 +7%
CA
210
Clearstead Advisors
Ohio
$70.5K -$2.48K -40 -3%
AWM
211
Abound Wealth Management
Tennessee
$69.5K
NB
212
NBT Bank
New York
$68.3K
US Bancorp
213
US Bancorp
Minnesota
$63.9K +$2.6K +42 +4%
BLC
214
Brown, Lisle/Cummings
Rhode Island
$53.3K +$496 +8 +0.9%
BTI
215
Blue Trust Inc
Georgia
$45.5K
CFFP
216
Center for Financial Planning
Michigan
$44.4K
RA
217
Rise Advisors
New York
$39.7K +$14.2K +229 +49%
Carson Wealth (CWM LLC)
218
Carson Wealth (CWM LLC)
Nebraska
$39K -$3.72K -60 -8%
Ohio Public Employees Retirement System (OPERS)
219
Ohio Public Employees Retirement System (OPERS)
Ohio
$36.6K -$1.3K -21 -3%
C
220
Covestor
United Kingdom
$32K +$30.1K +486 +639%
OAJ
221
Ogorek Anthony Joseph
New York
$31K +$310 +5 +0.9%
VCM
222
Versant Capital Management
Arizona
$27.2K
QCG
223
Quadrant Capital Group
Ohio
$25K
DJSG
224
D.J. St. Germain
Massachusetts
$23.7K
Nomura Asset Management
225
Nomura Asset Management
Japan
$22.2K

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.