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First Bank

101 hedge funds and large institutions have $216M invested in First Bank in 2025 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 42 increasing their positions, 27 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 27

16.25% more ownership

Funds ownership: 55.23%71.48% (+16%)

5% more capital invested

Capital invested by funds: $207M → $216M (+$9.88M)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

8% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 12

2% less funds holding

Funds holding: 103101 (-2)

Holders
101
Holders Change
-2
Holders Change %
-1.94%
% of All Funds
1.33%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
11
Increased
42
Reduced
27
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PFP
1
Patriot Financial Partners
Pennsylvania
$31.4M
BlackRock
2
BlackRock
New York
$29.9M +$1.01M +69,926 +4%
Vanguard Group
3
Vanguard Group
Pennsylvania
$19.4M +$772K +53,332 +4%
BFC
4
Banc Funds Company
Illinois
$15.3M -$3.07M -211,800 -18%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$15M +$531K +36,684 +4%
AllianceBernstein
6
AllianceBernstein
Tennessee
$13.7M -$151K -10,448 -1%
Wellington Management Group
7
Wellington Management Group
Massachusetts
$9.44M -$110K -7,617 -1%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$7.51M +$130K +9,006 +2%
PCA
9
PL Capital Advisors
Florida
$7.41M
State Street
10
State Street
Massachusetts
$5.89M +$30.2K +2,089 +0.6%
CMS
11
Capital Market Strategies
Florida
$5.35M -$17.4K -1,200 -0.3%
RA
12
Royce & Associates
New York
$4.52M +$711K +49,121 +20%
American Century Companies
13
American Century Companies
Missouri
$3.89M +$454K +31,370 +14%
Northern Trust
14
Northern Trust
Illinois
$3.41M +$587K +40,519 +22%
Osaic Holdings
15
Osaic Holdings
Arizona
$3.08M +$2.83M +195,155 +4,782%
BCM
16
Bridgeway Capital Management
Texas
$2.87M +$74.6K +5,153 +3%
Connor, Clark & Lunn Investment Management (CC&L)
17
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$2.61M -$132K -9,111 -5%
PU
18
Petiole USA
New York
$2.39M
Morgan Stanley
19
Morgan Stanley
New York
$2.26M +$101K +6,985 +5%
CA
20
CSM Advisors
Pennsylvania
$2.14M +$2M +138,190 New
Bank of New York Mellon
21
Bank of New York Mellon
New York
$1.61M +$13.8K +954 +0.9%
EF
22
Empowered Funds
Pennsylvania
$1.55M +$74.6K +5,153 +5%
Russell Investments Group
23
Russell Investments Group
United Kingdom
$1.5M -$2.63K -182 -0.2%
IA
24
IAM Advisory
Pennsylvania
$1.28M +$4.88K +337 +0.4%
Barclays
25
Barclays
United Kingdom
$1.24M +$318K +21,955 +38%

FRBA Hedge Fund Activity: Q2 2025 in Review

101 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in First Bank (FRBA) for Q2 2025, worth a combined $216M — up 4.8% from $207M a quarter earlier.

Sellers outnumbered buyers: 12 funds closed out of FRBA and 11 opened new positions — a net loss of 1 holder — while 27 trimmed existing stakes and 42 added.

The largest buyer was Osaic Holdings, adding an estimated $2.83M. The largest seller was Wilmington Savings Fund Society, exiting entirely with an estimated $3.77M sold.

  • 101 institutional investors held First Bank (FRBA) as of Q2 2025, down from 103 in Q1 2025.
  • Funds reported $216M of First Bank stock for Q2 2025, up 4.8% quarter-over-quarter.
  • 11 funds opened new First Bank positions in Q2 2025 and 12 closed out, a net change of -1 holder.
  • The largest First Bank buyer in Q2 2025 was Osaic Holdings, an estimated $2.83M added.
  • The largest First Bank seller in Q2 2025 was Wilmington Savings Fund Society, an estimated $3.77M sold.

Based on aggregated 13F filings for Q2 2025.