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Fidelity D&D Bancorp

75 hedge funds and large institutions have $58.4M invested in Fidelity D&D Bancorp in 2025 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 32 increasing their positions, 16 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 16

60% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 5

4% more funds holding

Funds holding: 7275 (+3)

0.5% more ownership

Funds ownership: 22.58%23.09% (+0.5%)

3% less capital invested

Capital invested by funds: $59.9M → $58.4M (-$1.57M)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
75
Holders Change
+3
Holders Change %
+4.17%
% of All Funds
0.98%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
8
Increased
32
Reduced
16
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$13.1M +$302K +6,885 +2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$10.8M +$73.6K +1,677 +0.7%
Geode Capital Management
3
Geode Capital Management
Massachusetts
$4.99M -$18K -411 -0.4%
FDDB
4
Fidelity D&D Bancorp
Pennsylvania
$4.43M -$553K -12,598 -11%
State Street
5
State Street
Massachusetts
$3.24M +$6.8K +155 +0.2%
Creative Planning
6
Creative Planning
Kansas
$1.79M +$5.93K +135 +0.3%
LSWP
7
Liberty Square Wealth Partners
Pennsylvania
$1.59M -$7.51K -171 -0.5%
Northern Trust
8
Northern Trust
Illinois
$1.57M -$28.1K -641 -2%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$1.49M -$207K -4,712 -12%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$1.29M +$13.4K +305 +1%
Goldman Sachs
11
Goldman Sachs
New York
$1.04M +$307K +6,991 +42%
Stifel Financial
12
Stifel Financial
Missouri
$1M
Citadel Advisors
13
Citadel Advisors
Florida
$866K +$342K +7,789 +65%
QCM
14
Quantinno Capital Management
New York
$765K +$118K +2,689 +18%
Dimensional Fund Advisors
15
Dimensional Fund Advisors
Texas
$644K
Millennium Management
16
Millennium Management
New York
$620K +$345K +7,863 +125%
Charles Schwab
17
Charles Schwab
California
$601K
Barclays
18
Barclays
United Kingdom
$576K -$23.4K -534 -4%
Renaissance Technologies
19
Renaissance Technologies
New York
$491K +$17.6K +400 +4%
AQR Capital Management
20
AQR Capital Management
Connecticut
$477K +$478K +10,879 New
UBS Group
21
UBS Group
Switzerland
$417K +$342K +7,796 +452%
Morgan Stanley
22
Morgan Stanley
New York
$406K -$71.7K -1,634 -15%
AWAP
23
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$389K -$19.8K -451 -5%
PNC Financial Services Group
24
PNC Financial Services Group
Pennsylvania
$363K
Truist Financial
25
Truist Financial
North Carolina
$362K

FDBC Hedge Fund Activity: Q3 2025 in Review

75 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in Fidelity D&D Bancorp (FDBC) for Q3 2025, worth a combined $58.4M — down 2.6% from $59.9M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new FDBC positions and 5 closed out — a net gain of 3 holders — while 32 added to existing stakes and 16 trimmed.

The largest buyer was AQR Capital Management, opening a new position worth an estimated $478K. The largest seller was Fidelity D&D Bancorp, cutting an estimated $553K.

  • 75 institutional investors held Fidelity D&D Bancorp (FDBC) as of Q3 2025, up from 72 in Q2 2025.
  • Funds reported $58.4M of Fidelity D&D Bancorp stock for Q3 2025, down 2.6% quarter-over-quarter.
  • 8 funds opened new Fidelity D&D Bancorp positions in Q3 2025 and 5 closed out, a net change of +3 holders.
  • The largest Fidelity D&D Bancorp buyer in Q3 2025 was AQR Capital Management, an estimated $478K added.
  • The largest Fidelity D&D Bancorp seller in Q3 2025 was Fidelity D&D Bancorp, an estimated $553K sold.

Based on aggregated 13F filings for Q3 2025.