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CWBC

Community West Bancshares

147 hedge funds and large institutions have $420M invested in Community West Bancshares in 2026 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 75 increasing their positions, 18 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

317% more repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 18

192% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 12

61% more capital invested

Capital invested by funds: $260M → $420M (+$159M)

16% more funds holding

Funds holding: 127147 (+20)

0.63% less ownership

Funds ownership: 58.23%57.6% (-0.63%)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
147
Holders Change
+20
Holders Change %
+15.75%
% of All Funds
1.78%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
35
Increased
75
Reduced
18
Closed
12
Calls
$645K
Puts
Net Calls
+$645K
Net Calls Change
+$1.67M
Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
26
UBS Group
Switzerland
$3.5M +$2.57M +105,375 +420%
SCP
27
Siena Capital Partners
Illinois
$3.41M
Connor, Clark & Lunn Investment Management (CC&L)
28
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$2.9M +$1.25M +51,418 +91%
Marshall Wace
29
Marshall Wace
United Kingdom
$2.74M +$2.48M +101,851 New
Morgan Stanley
30
Morgan Stanley
New York
$2.65M +$41.9K +1,722 +2%
Bank of New York Mellon
31
Bank of New York Mellon
New York
$2.6M +$868K +35,662 +58%
Prudential Financial
32
Prudential Financial
New Jersey
$2.57M +$1.78M +72,965 +322%
First Trust Advisors
33
First Trust Advisors
Illinois
$2.34M +$150K +6,171 +8%
CSC
34
Caldwell Sutter Capital
California
$2.11M +$111K +4,548 +6%
AQR Capital Management
35
AQR Capital Management
Connecticut
$2.09M +$243K +9,976 +15%
Creative Planning
36
Creative Planning
Kansas
$1.93M +$792K +32,521 +83%
Charles Schwab
37
Charles Schwab
California
$1.87M +$662K +27,184 +64%
Los Angeles Capital Management
38
Los Angeles Capital Management
California
$1.83M +$291K +11,941 +21%
Barclays
39
Barclays
United Kingdom
$1.8M +$642K +26,391 +65%
XT
40
XTX Topco
Cayman Islands
$1.77M +$1.31M +53,760 +440%
AllianceBernstein
41
AllianceBernstein
Tennessee
$1.57M +$1.64M +67,460 New
AG
42
Algert Global
California
$1.49M -$1.03M -42,114 -43%
SFI
43
Susquehanna Fundamental Investments
Pennsylvania
$1.41M +$786K +32,301 +161%
APCM
44
Arbiter Partners Capital Management
New York
$1.4M +$200K +8,200 +19%
D.E. Shaw & Co
45
D.E. Shaw & Co
New York
$1.38M +$1.25M +51,345 New
SAG
46
SageView Advisory Group
California
$1.37M +$600K +24,636 +94%
Victory Capital Management
47
Victory Capital Management
Texas
$1.26M +$48.7K +2,000 +4%
HF
48
HRT Financial
New York
$1.24M +$1.13M +46,289 New
BCI
49
Brinker Capital Investments
Pennsylvania
$1.16M +$32.6K +1,341 +3%
DWM
50
Destination Wealth Management
California
$1.15M +$1.04M +42,723 New

CWBC Hedge Fund Activity: Q2 2026 in Review

147 of the 8,279 institutional investors tracked by Wall St. Rank reported a position in Community West Bancshares (CWBC) for Q2 2026, worth a combined $420M — up 61% from $260M a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new CWBC positions and 12 closed out — a net gain of 23 holders — while 75 added to existing stakes and 18 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $20.3M. The largest seller was Fourthstone LLC, exiting entirely with an estimated $31.7M sold.

  • 147 institutional investors held Community West Bancshares (CWBC) as of Q2 2026, up from 127 in Q1 2026.
  • Funds reported $420M of Community West Bancshares stock for Q2 2026, up 61% quarter-over-quarter.
  • 35 funds opened new Community West Bancshares positions in Q2 2026 and 12 closed out, a net change of +23 holders.
  • The largest Community West Bancshares buyer in Q2 2026 was Wellington Management Group, an estimated $20.3M added.
  • The largest Community West Bancshares seller in Q2 2026 was Fourthstone LLC, an estimated $31.7M sold.

Based on aggregated 13F filings for Q2 2026.