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CWBC

Community West Bancshares

100 hedge funds and large institutions have $176M invested in Community West Bancshares in 2025 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 28 increasing their positions, 35 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

450% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 2

10% more funds holding

Funds holding: 91100 (+9)

0.12% more ownership

Funds ownership: 49.83%49.96% (+0.12%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

4% less capital invested

Capital invested by funds: $183M → $176M (-$7.04M)

20% less repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 35

59% less call options, than puts

Call options by funds: $33K | Put options by funds: $81K

Holders
100
Holders Change
+9
Holders Change %
+9.89%
% of All Funds
1.34%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
11
Increased
28
Reduced
35
Closed
2
Calls
$33K
Puts
$81K
Net Calls
-$48K
Net Calls Change
-$55K
Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
51
JP Morgan Chase
New York
$277K +$137K +7,302 +95%
KCM
52
Kennedy Capital Management
Missouri
$275K -$1.95M -103,825 -87%
MYIA
53
Mount Yale Investment Advisors
Colorado
$268K
Wells Fargo
54
Wells Fargo
California
$262K -$37.8K -2,015 -12%
Citigroup
55
Citigroup
New York
$246K -$17K -905 -6%
PW
56
Potentia Wealth
California
$242K
FFM
57
Forum Financial Management
Illinois
$234K
BAG
58
Bridgewealth Advisory Group
California
$226K
Royal Bank of Canada
59
Royal Bank of Canada
Ontario, Canada
$222K -$39.9K -2,132 -15%
First Trust Advisors
60
First Trust Advisors
Illinois
$210K -$2.94K -157 -1%
CSS
61
Cubist Systematic Strategies
Connecticut
$210K +$212K +11,339 New
Bank of America
62
Bank of America
North Carolina
$204K -$124K -6,626 -37%
CW
63
Channel Wealth
California
$199K -$14.2K -756 -7%
UBS Group
64
UBS Group
Switzerland
$194K -$408K -21,773 -67%
SG
65
Sharper & Granite
California
$191K
Mirae Asset Global ETFs Holdings
66
Mirae Asset Global ETFs Holdings
Hong Kong
$188K +$8.37K +447 +5%
MIM
67
MetLife Investment Management
New Jersey
$170K
CF
68
Corebridge Financial
Texas
$153K -$2.29K -122 -1%
AF
69
Allworth Financial
California
$122K +$95.6K +5,105 +267%
New York State Common Retirement Fund
70
New York State Common Retirement Fund
New York
$111K
SG Americas Securities
71
SG Americas Securities
New York
$109K -$27.5K -1,470 -20%
BL
72
BFSG LLC
California
$75.6K
PFSRSONJ
73
Police & Firemen's Retirement System of New Jersey
New Jersey
$62.9K
US Bancorp
74
US Bancorp
Minnesota
$53.7K
PNC Financial Services Group
75
PNC Financial Services Group
Pennsylvania
$47.4K +$10.6K +565 +28%

CWBC Hedge Fund Activity: Q1 2025 in Review

100 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Community West Bancshares (CWBC) for Q1 2025, worth a combined $176M — down 3.9% from $183M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new CWBC positions and 2 closed out — a net gain of 9 holders — while 28 added to existing stakes and 35 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $1.18M. The largest seller was Kennedy Capital Management, cutting an estimated $1.95M.

  • 100 institutional investors held Community West Bancshares (CWBC) as of Q1 2025, up from 91 in Q4 2024.
  • Funds reported $176M of Community West Bancshares stock for Q1 2025, down 3.9% quarter-over-quarter.
  • 11 funds opened new Community West Bancshares positions in Q1 2025 and 2 closed out, a net change of +9 holders.
  • The largest Community West Bancshares buyer in Q1 2025 was Wellington Management Group, an estimated $1.18M added.
  • The largest Community West Bancshares seller in Q1 2025 was Kennedy Capital Management, an estimated $1.95M sold.

Based on aggregated 13F filings for Q1 2025.