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Fidelity D&D Bancorp

72 hedge funds and large institutions have $59.9M invested in Fidelity D&D Bancorp in 2025 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 24 increasing their positions, 20 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 3

20% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 20

14% more capital invested

Capital invested by funds: $52.5M → $59.9M (+$7.37M)

9% more funds holding

Funds holding: 6672 (+6)

0.96% more ownership

Funds ownership: 21.62%22.58% (+0.96%)

Holders
72
Holders Change
+6
Holders Change %
+9.09%
% of All Funds
0.95%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
9
Increased
24
Reduced
20
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Raymond James Financial
51
Raymond James Financial
Florida
$55.7K +$49.7K +1,211 New
VCM
52
Versant Capital Management
Arizona
$48.5K +$31.2K +760 +258%
BNP Paribas Financial Markets
53
BNP Paribas Financial Markets
France
$21.9K -$47.4K -1,154 -71%
Legal & General Group
54
Legal & General Group
United Kingdom
$20.5K
AIP
55
Ameritas Investment Partners
Nebraska
$17.7K
Nisa Investment Advisors
56
Nisa Investment Advisors
Missouri
$17.5K -$205 -5 -1%
California State Teachers Retirement System (CalSTRS)
57
California State Teachers Retirement System (CalSTRS)
California
$15.8K
AAP
58
Arax Advisory Partners
Colorado
$12.5K +$10.3K +250 +1,190%
EWA
59
EverSource Wealth Advisors
Alabama
$9.11K +$8.01K +195 +6,500%
GI
60
GAMMA Investing
California
$7.82K -$9.07K -221 -57%
AB
61
Amalgamated Bank
New York
$7K
PFSC
62
Peoples Financial Services Corp
Pennsylvania
$6.72K
SCM
63
Sterling Capital Management
North Carolina
$6.16K +$2.13K +52 +63%
RAM
64
Riggs Asset Management
Pennsylvania
$1.29K
TWD
65
True Wealth Design
Ohio
$1.29K +$986 +24 +600%
SO
66
Sierra Ocean
California
$1.01K
C
67
Covestor
United Kingdom
$1K +$452 +11 New
EP
68
Essential Partners
California
$598 +$534 +13 New
FFA
69
Farther Finance Advisors
California
$414 +$370 +9 New
IA
70
IFP Advisors
Florida
$230 +$82 +2 +200%
AF
71
Allworth Financial
California
$184 +$164 +4 New
CA
72
Clearstead Advisors
Ohio
$184 +$164 +4 New
NFG
73
Northeast Financial Group
Pennsylvania
-$200K -4,810 Closed
CF
74
Corebridge Financial
Texas
-$96.9K -2,329 Closed
PMAM
75
Picton Mahoney Asset Management
Ontario, Canada
-$21K -488 Closed

FDBC Hedge Fund Activity: Q2 2025 in Review

72 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Fidelity D&D Bancorp (FDBC) for Q2 2025, worth a combined $59.9M — up 14% from $52.5M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new FDBC positions and 3 closed out — a net gain of 6 holders — while 24 added to existing stakes and 20 trimmed.

The largest buyer was Quantinno Capital Management, opening a new position worth an estimated $606K. The largest seller was Vanguard Group, cutting an estimated $423K.

  • 72 institutional investors held Fidelity D&D Bancorp (FDBC) as of Q2 2025, up from 66 in Q1 2025.
  • Funds reported $59.9M of Fidelity D&D Bancorp stock for Q2 2025, up 14% quarter-over-quarter.
  • 9 funds opened new Fidelity D&D Bancorp positions in Q2 2025 and 3 closed out, a net change of +6 holders.
  • The largest Fidelity D&D Bancorp buyer in Q2 2025 was Quantinno Capital Management, an estimated $606K added.
  • The largest Fidelity D&D Bancorp seller in Q2 2025 was Vanguard Group, an estimated $423K sold.

Based on aggregated 13F filings for Q2 2025.