Isabella Bank
ISBA
34 hedge funds and large institutions have $37.5M invested in Isabella Bank in 2025 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 11 increasing their positions, 2 reducing their positions, and 0 closing their positions.
450% more repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 2
106% more capital invested
Capital invested by funds: $18.2M → $37.5M (+$19.3M)
55% more funds holding
Funds holding: 22 → 34 (+12)
3.22% more ownership
Funds ownership: 7.01% → 10.22% (+3.2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
+$2.57M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$1.96M |
| 3 |
Marshall Wace
London,
United Kingdom
|
+$1M |
| 4 |
Goldman Sachs
New York
|
+$841K |
| 5 |
Qube Research & Technologies (QRT)
London,
United Kingdom
|
+$789K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$512K |
| 2 |
HNB
Huntington National Bank
Columbus,
Ohio
|
-$10.6K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
TRCT
26
Tower Research Capital (TRC)
New York
| $86.2K | +$72.9K | +1,723 | New |
|
27
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $38K | +$32K | +756 | New |
|
28
Wells Fargo
San Francisco,
California
| $25K | – | – | – |
|
|
MCM
29
MAI Capital Management
Independence,
Ohio
| $17.5K | – | – | – |
|
|
CA
30
Clearstead Advisors
Cleveland,
Ohio
| $14.1K | – | – | – |
|
|
HNB
31
Huntington National Bank
Columbus,
Ohio
| $12.5K | -$10.6K | -250 | -50% |
|
32
Jones Financial Companies
Des Peres,
Missouri
| $7.5K | – | – | – |
|
|
RIL
33
Rothschild Investment LLC
Chicago,
Illinois
| $2.5K | – | – | – |
|
34
Osaic Holdings
Scottsdale,
Arizona
| $950 | – | – | – |
|
ISBA Hedge Fund Activity: Q4 2025 in Review
34 of the 8,239 institutional investors tracked by Wall St. Rank reported a position in Isabella Bank (ISBA) for Q4 2025, worth a combined $37.5M — up 106% from $18.2M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new ISBA positions and 0 closed out — a net gain of 12 holders — while 11 added to existing stakes and 2 trimmed.
The largest buyer was Vanguard Group, adding an estimated $2.57M. The largest seller was Citadel Advisors, cutting an estimated $512K.
- 34 institutional investors held Isabella Bank (ISBA) as of Q4 2025, up from 22 in Q3 2025.
- Funds reported $37.5M of Isabella Bank stock for Q4 2025, up 106% quarter-over-quarter.
- 12 funds opened new Isabella Bank positions in Q4 2025 and 0 closed out, a net change of +12 holders.
- The largest Isabella Bank buyer in Q4 2025 was Vanguard Group, an estimated $2.57M added.
- The largest Isabella Bank seller in Q4 2025 was Citadel Advisors, an estimated $512K sold.
Based on aggregated 13F filings for Q4 2025.