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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
BlackRock
1
BlackRock
New York
$13.5M +$4.27K +104 +0%
Vanguard Group
2
Vanguard Group
Pennsylvania
$11.3M -$423K -10,296 -4%
Geode Capital Management
3
Geode Capital Management
Massachusetts
$5.25M +$79.9K +1,945 +2%
FDDB
4
Fidelity D&D Bancorp
Pennsylvania
$5.23M +$588K +14,327 +14%
State Street
5
State Street
Massachusetts
$3.39M +$18.1K +440 +0.6%
Creative Planning
6
Creative Planning
Kansas
$1.88M -$287 -7 -0%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$1.77M +$474K +11,534 +43%
LSWP
8
Liberty Square Wealth Partners
Pennsylvania
$1.68M
Northern Trust
9
Northern Trust
Illinois
$1.67M -$65.4K -1,593 -4%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$1.34M -$780 -19 -0.1%
Stifel Financial
11
Stifel Financial
Missouri
$1.05M
Goldman Sachs
12
Goldman Sachs
New York
$765K +$202K +4,922 +42%
QCM
13
Quantinno Capital Management
New York
$679K +$606K +14,764 New
Dimensional Fund Advisors
14
Dimensional Fund Advisors
Texas
$676K
Charles Schwab
15
Charles Schwab
California
$630K
Barclays
16
Barclays
United Kingdom
$630K +$174K +4,234 +45%
Citadel Advisors
17
Citadel Advisors
Florida
$551K -$34.3K -835 -7%
Morgan Stanley
18
Morgan Stanley
New York
$501K +$112K +2,729 +33%
Renaissance Technologies
19
Renaissance Technologies
New York
$496K +$16.4K +400 +4%
AWAP
20
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$429K +$164 +4 +0%
PNC Financial Services Group
21
PNC Financial Services Group
Pennsylvania
$381K
Truist Financial
22
Truist Financial
North Carolina
$380K
N
23
Nuveen
North Carolina
$372K -$40.7K -992 -11%
JCM
24
Jacobi Capital Management
Pennsylvania
$371K +$287 +7 +0.1%
LAM
25
Lewis Asset Management
California
$343K -$10.7K -261 -3%

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.