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First Bank

128 hedge funds and large institutions have $225M invested in First Bank in 2026 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 52 increasing their positions, 35 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 8

49% more repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 35

6% more funds holding

Funds holding: 121128 (+7)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

1% less capital invested

Capital invested by funds: $227M → $225M (-$2.24M)

14.61% less ownership

Funds ownership: 70.54%55.93% (-15%)

Holders
128
Holders Change
+7
Holders Change %
+5.79%
% of All Funds
1.58%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
16
Increased
52
Reduced
35
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HBW
101
Hazlett, Burt & Watson
West Virginia
$6K
HCA
102
Harbor Capital Advisors
Illinois
$6K +$1.24K +76 +27%
UBS AM
103
UBS AM
Illinois
$4.53K +$2.64K +161 +132%
Royal Bank of Canada
104
Royal Bank of Canada
Ontario, Canada
$4K -$10.3K -631 -68%
Optiver Holding
105
Optiver Holding
Netherlands
$3.46K -$1.97K -120 -36%
GI
106
GAMMA Investing
California
$3.44K -$720 -44 -17%
NSIM
107
North Star Investment Management
Illinois
$2.98K
SAM
108
Smartleaf Asset Management
Massachusetts
$2.39K
BFS
109
Bare Financial Services
Pennsylvania
$1.94K +$1.98K +121 New
EP
110
Essential Partners
California
$1.87K -$1.83K -112 -49%
IA
111
IFP Advisors
Florida
$1.6K -$16 -1 -1%
EWA
112
EverSource Wealth Advisors
Alabama
$1.49K -$1.77K -108 -54%
SOW
113
State of Wyoming
Wyoming
$1.31K -$426 -26 -24%
AF
114
Allworth Financial
California
$1.26K +$573 +35 +80%
MCM
115
MAI Capital Management
Ohio
$1.18K +$1.08K +66 +825%
RIL
116
Rothschild Investment LLC
Illinois
$880 +$540 +33 +150%
ZBNA
117
Zions Bancorporation, National Association
Utah
$736
Nisa Investment Advisors
118
Nisa Investment Advisors
Missouri
$688
TWD
119
True Wealth Design
Ohio
$592 +$16 +1 +3%
FFA
120
Farther Finance Advisors
California
$546 -$33 -2 -6%
AAP
121
Arax Advisory Partners
Colorado
$400 +$409 +25 New
BWA
122
Basecamp Wealth Advisors
Washington
$208 +$213 +13 New
RFP
123
Root Financial Partners
California
$192 +$196 +12 New
SIC
124
SJS Investment Consulting
Ohio
$176 +$98 +6 +120%
JWM
125
JPL Wealth Management
Colorado
$112 +$115 +7 New