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Fidelity D&D Bancorp

66 hedge funds and large institutions have $52.5M invested in Fidelity D&D Bancorp in 2025 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 19 increasing their positions, 20 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

700% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 1

12% more funds holding

Funds holding: 5966 (+7)

0.41% less ownership

Funds ownership: 22.03%21.62% (-0.41%)

5% less repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 20

15% less capital invested

Capital invested by funds: $61.6M → $52.5M (-$9M)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
66
Holders Change
+7
Holders Change %
+11.86%
% of All Funds
0.88%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
8
Increased
19
Reduced
20
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$12.2M -$374K -8,472 -3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$10.7M -$25.8K -585 -0.2%
Geode Capital Management
3
Geode Capital Management
Massachusetts
$4.67M +$117K +2,657 +2%
FDDB
4
Fidelity D&D Bancorp
Pennsylvania
$4.14M +$133K +3,020 +3%
State Street
5
State Street
Massachusetts
$3.05M -$54.8K -1,240 -2%
Creative Planning
6
Creative Planning
Kansas
$1.7M +$486 +11 +0%
Northern Trust
7
Northern Trust
Illinois
$1.58M -$5.66K -128 -0.3%
LSWP
8
Liberty Square Wealth Partners
Pennsylvania
$1.52M
Bank of New York Mellon
9
Bank of New York Mellon
New York
$1.21M -$8.39K -190 -0.6%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$1.13M -$49.1K -1,112 -4%
Stifel Financial
11
Stifel Financial
Missouri
$950K
Dimensional Fund Advisors
12
Dimensional Fund Advisors
Texas
$612K +$11K +248 +2%
Charles Schwab
13
Charles Schwab
California
$570K +$30.2K +684 +5%
Citadel Advisors
14
Citadel Advisors
Florida
$533K +$51.6K +1,169 +10%
Goldman Sachs
15
Goldman Sachs
New York
$487K -$200K -4,525 -28%
Renaissance Technologies
16
Renaissance Technologies
New York
$432K +$4.02K +91 +0.9%
Barclays
17
Barclays
United Kingdom
$393K +$20.3K +460 +5%
AWAP
18
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$388K +$215K +4,870 +109%
N
19
Nuveen
North Carolina
$378K
JP Morgan Chase
20
JP Morgan Chase
New York
$348K -$531K -12,014 -59%
PNC Financial Services Group
21
PNC Financial Services Group
Pennsylvania
$345K +$25.2K +570 +7%
Truist Financial
22
Truist Financial
North Carolina
$344K
Morgan Stanley
23
Morgan Stanley
New York
$340K -$224K -5,077 -38%
JCM
24
Jacobi Capital Management
Pennsylvania
$335K +$4.77K +108 +1%
LAM
25
Lewis Asset Management
California
$321K -$48.5K -1,097 -12%

FDBC Hedge Fund Activity: Q1 2025 in Review

66 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Fidelity D&D Bancorp (FDBC) for Q1 2025, worth a combined $52.5M — down 15% from $61.6M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new FDBC positions and 1 closed out — a net gain of 7 holders — while 19 added to existing stakes and 20 trimmed.

The largest buyer was Susquehanna International Group, opening a new position worth an estimated $316K. The largest seller was JP Morgan Chase, cutting an estimated $531K.

  • 66 institutional investors held Fidelity D&D Bancorp (FDBC) as of Q1 2025, up from 59 in Q4 2024.
  • Funds reported $52.5M of Fidelity D&D Bancorp stock for Q1 2025, down 15% quarter-over-quarter.
  • 8 funds opened new Fidelity D&D Bancorp positions in Q1 2025 and 1 closed out, a net change of +7 holders.
  • The largest Fidelity D&D Bancorp buyer in Q1 2025 was Susquehanna International Group, an estimated $316K added.
  • The largest Fidelity D&D Bancorp seller in Q1 2025 was JP Morgan Chase, an estimated $531K sold.

Based on aggregated 13F filings for Q1 2025.