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ISBA

Isabella Bank

22 hedge funds and large institutions have $18.2M invested in Isabella Bank in 2025 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 5 increasing their positions, 3 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

250% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 2

110% more capital invested

Capital invested by funds: $8.67M → $18.2M (+$9.51M)

67% more repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 3

29% more funds holding

Funds holding: 1722 (+5)

3.11% more ownership

Funds ownership: 3.89%7.01% (+3.1%)

Holders
22
Holders Change
+5
Holders Change %
+29.41%
% of All Funds
0.29%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
5
Reduced
3
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$8.67M +$4.29M +132,551 +117%
BlackRock
2
BlackRock
New York
$3.49M +$191K +5,892 +6%
Geode Capital Management
3
Geode Capital Management
Massachusetts
$2.71M +$875K +27,006 +54%
HI
4
Harbour Investments
Wisconsin
$952K +$875K +27,021 New
Citadel Advisors
5
Citadel Advisors
Florida
$630K +$579K +17,865 New
Northern Trust
6
Northern Trust
Illinois
$477K +$17.7K +547 +4%
FFP
7
FourThought Financial Partners
Florida
$261K -$25.9K -800 -10%
State Street
8
State Street
Massachusetts
$237K +$218K +6,719 New
Susquehanna International Group
9
Susquehanna International Group
Pennsylvania
$217K +$200K +6,159 New
IWC
10
Integrated Wealth Concepts
Massachusetts
$215K +$198K +6,099 New
Morgan Stanley
11
Morgan Stanley
New York
$109K
AUB
12
Atlantic Union Bankshares
Virginia
$90.3K
Bank of America
13
Bank of America
North Carolina
$59.4K +$52.6K +1,623 +2,618%
Wells Fargo
14
Wells Fargo
California
$17.6K -$16.2K -500 -50%
HNB
15
Huntington National Bank
Ohio
$17.6K
MCM
16
MAI Capital Management
Ohio
$12.3K
CA
17
Clearstead Advisors
Ohio
$9.91K
Jones Financial Companies
18
Jones Financial Companies
Missouri
$5.27K +$4.86K +150 New
RIL
19
Rothschild Investment LLC
Illinois
$1.76K
Osaic Holdings
20
Osaic Holdings
Arizona
$670
UBS Group
21
UBS Group
Switzerland
$35 -$63.1K -1,947 -100%
Citigroup
22
Citigroup
New York
$35 +$32 +1 New
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
-$3K -98 Closed
TRCT
24
Tower Research Capital (TRC)
New York
-$2.74K -91 Closed

ISBA Hedge Fund Activity: Q3 2025 in Review

22 of the 7,626 institutional investors tracked by Wall St. Rank reported a position in Isabella Bank (ISBA) for Q3 2025, worth a combined $18.2M — up 110% from $8.67M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new ISBA positions and 2 closed out — a net gain of 5 holders — while 5 added to existing stakes and 3 trimmed.

The largest buyer was Vanguard Group, adding an estimated $4.29M. The largest seller was UBS Group, cutting an estimated $63.1K.

  • 22 institutional investors held Isabella Bank (ISBA) as of Q3 2025, up from 17 in Q2 2025.
  • Funds reported $18.2M of Isabella Bank stock for Q3 2025, up 110% quarter-over-quarter.
  • 7 funds opened new Isabella Bank positions in Q3 2025 and 2 closed out, a net change of +5 holders.
  • The largest Isabella Bank buyer in Q3 2025 was Vanguard Group, an estimated $4.29M added.
  • The largest Isabella Bank seller in Q3 2025 was UBS Group, an estimated $63.1K sold.

Based on aggregated 13F filings for Q3 2025.