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ISBA

Isabella Bank
ISBA

17 hedge funds and large institutions have $8.67M invested in Isabella Bank in 2025 Q2 according to their latest regulatory filings, with 17 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

3.89% more ownership

Funds ownership: 0% → 3.89% (+3.9%)

Holders
17
Holders Change
+17
Holders Change %
–
% of All Funds
0.22%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
17
Increased
–
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Vanguard Group
Vanguard Group
Pennsylvania
+$3.43M
2
BlackRock
BlackRock
New York
+$2.81M
3
Geode Capital Management
Geode Capital Management
Massachusetts
+$1.5M
4
Northern Trust
Northern Trust
Illinois
+$393K
5
FFP
FourThought Financial Partners
Florida
+$248K

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$3.42M +$3.43M +113,385 New
BlackRock
2
BlackRock
New York
$2.8M +$2.81M +93,032 New
Geode Capital Management
3
Geode Capital Management
Massachusetts
$1.5M +$1.5M +49,739 New
Northern Trust
4
Northern Trust
Illinois
$392K +$393K +12,995 New
FFP
5
FourThought Financial Partners
Florida
$247K +$248K +8,192 New
Morgan Stanley
6
Morgan Stanley
New York
$93.6K +$93.9K +3,105 New
AUB
7
Atlantic Union Bankshares
Virginia
$77.3K +$77.5K +2,563 New
UBS Group
8
UBS Group
Switzerland
$58.7K +$58.9K +1,948 New
Wells Fargo
9
Wells Fargo
California
$30.1K +$30.2K +1,000 New
HNB
10
Huntington National Bank
Ohio
$15.1K +$15.1K +500 New
MCM
11
MAI Capital Management
Ohio
$10.6K +$10.6K +350 New
CA
12
Clearstead Advisors
Ohio
$8.47K +$8.5K +281 New
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$3K +$2.96K +98 New
TRCT
14
Tower Research Capital (TRC)
New York
$2.74K +$2.75K +91 New
Bank of America
15
Bank of America
North Carolina
$1.87K +$1.88K +62 New
RIL
16
Rothschild Investment LLC
Illinois
$1.51K +$1.51K +50 New
Osaic Holdings
17
Osaic Holdings
Arizona
$573 +$575 +19 New

ISBA Hedge Fund Activity: Q2 2025 in Review

17 of the 7,599 institutional investors tracked by Wall St. Rank reported a position in Isabella Bank (ISBA) for Q2 2025, worth a combined $8.67M.

Buyers outnumbered sellers: 17 funds opened new ISBA positions and 0 closed out — a net gain of 17 holders — while 0 added to existing stakes and 0 trimmed.

The largest buyer was Vanguard Group, opening a new position worth an estimated $3.43M.

  • 17 institutional investors held Isabella Bank (ISBA) as of Q2 2025, up from 0 in Q1 2025.
  • Funds reported $8.67M of Isabella Bank stock for Q2 2025.
  • 17 funds opened new Isabella Bank positions in Q2 2025 and 0 closed out, a net change of +17 holders.
  • The largest Isabella Bank buyer in Q2 2025 was Vanguard Group, an estimated $3.43M added.

Based on aggregated 13F filings for Q2 2025.