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CWBC

Community West Bancshares

96 hedge funds and large institutions have $191M invested in Community West Bancshares in 2025 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 35 increasing their positions, 31 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 31

8% more capital invested

Capital invested by funds: $176M → $191M (+$14.9M)

1.34% more ownership

Funds ownership: 49.96%51.29% (+1.3%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

4% less funds holding

Funds holding: 10096 (-4)

23% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 13

Holders
96
Holders Change
-4
Holders Change %
-4%
% of All Funds
1.26%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
10
Increased
35
Reduced
31
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CIBC Private Wealth Group
76
CIBC Private Wealth Group
Georgia
$23.4K -$1.03K -58 -5%
Carson Wealth (CWM LLC)
77
Carson Wealth (CWM LLC)
Nebraska
$17K +$11.5K +648 +261%
AB
78
Amalgamated Bank
New York
$10K
SCM
79
Sterling Capital Management
North Carolina
$7.36K +$1.51K +85 +29%
Osaic Holdings
80
Osaic Holdings
Arizona
$7.1K +$5.93K +334 +1,113%
SIC
81
Salem Investment Counselors
North Carolina
$5.85K
Russell Investments Group
82
Russell Investments Group
United Kingdom
$5.35K -$10K -564 -67%
NSIM
83
North Star Investment Management
Illinois
$2.93K
Jones Financial Companies
84
Jones Financial Companies
Missouri
$2.23K +$2.06K +116 New
HCA
85
Harbor Capital Advisors
Illinois
$2K +$923 +52 +72%
IA
86
IFP Advisors
Florida
$1.11K +$976 +55 New
GI
87
GAMMA Investing
California
$917 -$373 -21 -31%
Comerica Bank
88
Comerica Bank
Texas
$917
EP
89
Essential Partners
California
$507 +$461 +26 New
MPWT
90
MassMutual Private Wealth & Trust
Connecticut
$449 -$1.35K -76 -77%
CA
91
Clearstead Advisors
Ohio
$313 +$284 +16 New
Nisa Investment Advisors
92
Nisa Investment Advisors
Missouri
$254 +$142 +8 +160%
AssetMark Inc
93
AssetMark Inc
California
$176
FFA
94
Farther Finance Advisors
California
$78 -$4.51K -254 -98%
EWA
95
EverSource Wealth Advisors
Alabama
$59 +$53 +3 New
TWD
96
True Wealth Design
Ohio
$20 -$710 -40 -98%
EF
97
Empowered Funds
Pennsylvania
-$584K -31,579 Closed
Squarepoint
98
Squarepoint
New York
-$521K -28,214 Closed
PWAC
99
Private Wealth Advisors (California)
California
-$279K -15,088 Closed
KCM
100
Kennedy Capital Management
Missouri
-$275K -14,894 Closed

CWBC Hedge Fund Activity: Q2 2025 in Review

96 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Community West Bancshares (CWBC) for Q2 2025, worth a combined $191M — up 8.5% from $176M a quarter earlier.

Sellers outnumbered buyers: 13 funds closed out of CWBC and 10 opened new positions — a net loss of 3 holders — while 31 trimmed existing stakes and 35 added.

The largest buyer was BlackRock, adding an estimated $6.29M. The largest seller was Fourthstone LLC, cutting an estimated $3.93M.

  • 96 institutional investors held Community West Bancshares (CWBC) as of Q2 2025, down from 100 in Q1 2025.
  • Funds reported $191M of Community West Bancshares stock for Q2 2025, up 8.5% quarter-over-quarter.
  • 10 funds opened new Community West Bancshares positions in Q2 2025 and 13 closed out, a net change of -3 holders.
  • The largest Community West Bancshares buyer in Q2 2025 was BlackRock, an estimated $6.29M added.
  • The largest Community West Bancshares seller in Q2 2025 was Fourthstone LLC, an estimated $3.93M sold.

Based on aggregated 13F filings for Q2 2025.