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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
GI
126
GAMMA Investing
California
$5.08K +$1.66K +68 +56%
Jones Financial Companies
127
Jones Financial Companies
Missouri
$4.46K +$828 +34 +26%
NSIM
128
North Star Investment Management
Illinois
$4.03K
EP
129
Essential Partners
California
$3.49K -$2.14K -88 -40%
IA
130
IFP Advisors
Florida
$3.28K +$511 +21 +21%
EWA
131
EverSource Wealth Advisors
Alabama
$2.98K +$292 +12 +12%
RIL
132
Rothschild Investment LLC
Illinois
$2.82K +$1.05K +43 +69%
SGFG
133
Silver Grove Financial Group
New York
$2.69K +$2.43K +100 New
Fifth Third Bancorp
134
Fifth Third Bancorp
Ohio
$2.44K
VCM
135
Versant Capital Management
Arizona
$2.36K
PA
136
Parallel Advisors
California
$2.34K
PMAM
137
Picton Mahoney Asset Management
Ontario, Canada
$1.96K +$1.78K +73 New
PWA
138
Physician Wealth Advisors
Utah
$1.53K +$1.39K +57 New
LFG
139
Larson Financial Group
Missouri
$1.53K +$1.39K +57 New
Optiver Holding
140
Optiver Holding
Netherlands
$1.4K -$2.73K -112 -68%
MPWT
141
MassMutual Private Wealth & Trust
Connecticut
$618
TWD
142
True Wealth Design
Ohio
$591 +$24 +1 +5%
RWM
143
Rialto Wealth Management
New York
$591 +$536 +22 New
Nisa Investment Advisors
144
Nisa Investment Advisors
Missouri
$349
CIAM
145
Caitong International Asset Management
Hong Kong
$242 +$219 +9 New
SIC
146
SJS Investment Consulting
Ohio
$215 +$73 +3 +60%
FL
147
Fourthstone LLC
Missouri
-$31.7M -1,362,205 Closed
Qube Research & Technologies (QRT)
148
Qube Research & Technologies (QRT)
United Kingdom
-$1.51M -65,014 Closed
DS
149
DRW Securities
Illinois
-$587K -25,178 Closed
HSBC Holdings
150
HSBC Holdings
United Kingdom
-$492K -21,145 Closed

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.