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ISBA

Isabella Bank

43 hedge funds and large institutions have $45.8M invested in Isabella Bank in 2026 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 12 increasing their positions, 6 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

333% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 3

100% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 6

26% more funds holding

Funds holding: 3443 (+9)

22% more capital invested

Capital invested by funds: $37.5M → $45.8M (+$8.35M)

3.47% more ownership

Funds ownership: 10.22%13.7% (+3.5%)

Holders
43
Holders Change
+9
Holders Change %
+26.47%
% of All Funds
0.53%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
13
Increased
12
Reduced
6
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Citadel Advisors
26
Citadel Advisors
Florida
$242K -$22.7K -468 -8%
NPF
27
Norris Perne & French
Michigan
$235K
CFM
28
Catalyst Funds Management
Australia
$232K +$246K +5,074 New
BHCM
29
Brevan Howard Capital Management
Jersey
$211K +$224K +4,615 New
VGA
30
Vanguard Global Advisers
Pennsylvania
$122K +$130K +2,677 New
AUB
31
Atlantic Union Bankshares
Virginia
$117K
Barclays
32
Barclays
United Kingdom
$46.9K -$113K -2,334 -69%
BNP Paribas Financial Markets
33
BNP Paribas Financial Markets
France
$39.1K +$41.6K +856 New
Carson Wealth (CWM LLC)
34
Carson Wealth (CWM LLC)
Nebraska
$34.5K
Wells Fargo
35
Wells Fargo
California
$22.8K
MCM
36
MAI Capital Management
Ohio
$16K
CA
37
Clearstead Advisors
Ohio
$12.8K
HNB
38
Huntington National Bank
Ohio
$11.4K
Jones Financial Companies
39
Jones Financial Companies
Missouri
$6.86K
Royal Bank of Canada
40
Royal Bank of Canada
Ontario, Canada
$4K +$4.32K +89 New
ASN
41
Advisory Services Network
Georgia
$2.74K +$2.91K +60 New
RIL
42
Rothschild Investment LLC
Illinois
$2.28K
Osaic Holdings
43
Osaic Holdings
Arizona
$868
LPL Financial
44
LPL Financial
California
-$528K -10,551 Closed
ECM
45
ExodusPoint Capital Management
New York
-$438K -8,765 Closed
TRCT
46
Tower Research Capital (TRC)
New York
-$86.2K -1,723 Closed

ISBA Hedge Fund Activity: Q1 2026 in Review

43 of the 8,150 institutional investors tracked by Wall St. Rank reported a position in Isabella Bank (ISBA) for Q1 2026, worth a combined $45.8M — up 22% from $37.5M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new ISBA positions and 3 closed out — a net gain of 10 holders — while 12 added to existing stakes and 6 trimmed.

The largest buyer was Millennium Management, adding an estimated $4.58M. The largest seller was LPL Financial, exiting entirely with an estimated $528K sold.

  • 43 institutional investors held Isabella Bank (ISBA) as of Q1 2026, up from 34 in Q4 2025.
  • Funds reported $45.8M of Isabella Bank stock for Q1 2026, up 22% quarter-over-quarter.
  • 13 funds opened new Isabella Bank positions in Q1 2026 and 3 closed out, a net change of +10 holders.
  • The largest Isabella Bank buyer in Q1 2026 was Millennium Management, an estimated $4.58M added.
  • The largest Isabella Bank seller in Q1 2026 was LPL Financial, an estimated $528K sold.

Based on aggregated 13F filings for Q1 2026.