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First Bank

121 hedge funds and large institutions have $227M invested in First Bank in 2025 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 42 increasing their positions, 37 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

240% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 5

14% more repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 37

11% more funds holding

Funds holding: 109121 (+12)

1% more capital invested

Capital invested by funds: $224M → $227M (+$2.71M)

0.11% more ownership

Funds ownership: 70.43%70.54% (+0.11%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

Holders
121
Holders Change
+12
Holders Change %
+11.01%
% of All Funds
1.47%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
17
Increased
42
Reduced
37
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HBW
101
Hazlett, Burt & Watson
West Virginia
$6K
Optiver Holding
102
Optiver Holding
Netherlands
$5.53K
HCA
103
Harbor Capital Advisors
Illinois
$5K +$1.05K +66 +30%
GI
104
GAMMA Investing
California
$4.26K -$671 -42 -14%
EP
105
Essential Partners
California
$3.77K +$48 +3 +1%
EWA
106
EverSource Wealth Advisors
Alabama
$3.31K +$160 +10 +5%
NSIM
107
North Star Investment Management
Illinois
$3.06K +$2.97K +186 New
SAM
108
Smartleaf Asset Management
Massachusetts
$2.48K
UBS AM
109
UBS AM
Illinois
$2.01K +$1.95K +122 New
SOW
110
State of Wyoming
Wyoming
$1.78K +$32 +2 +2%
IA
111
IFP Advisors
Florida
$1.66K +$48 +3 +3%
C
112
Covestor
United Kingdom
$1K -$2.48K -155 -79%
ZBNA
113
Zions Bancorporation, National Association
Utah
$757 +$735 +46 New
AF
114
Allworth Financial
California
$725 -$48 -3 -6%
Nisa Investment Advisors
115
Nisa Investment Advisors
Missouri
$708
TWD
116
True Wealth Design
Ohio
$593 +$304 +19 +112%
FFA
117
Farther Finance Advisors
California
$593 +$576 +36 New
RIL
118
Rothschild Investment LLC
Illinois
$362 +$352 +22 New
MCM
119
MAI Capital Management
Ohio
$132 +$128 +8 New
SIC
120
SJS Investment Consulting
Ohio
$83 +$80 +5 New
CA
121
Clearstead Advisors
Ohio
$33 -$192 -12 -86%
FL
122
Fourthstone LLC
Missouri
-$554K -34,016 Closed
First Trust Advisors
123
First Trust Advisors
Illinois
-$224K -13,764 Closed
AAP
124
Arax Advisory Partners
Colorado
-$8.28K -508 Closed
BIM
125
Breakwater Investment Management
Washington
-$489 -30 Closed