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ISBA

Isabella Bank

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.

New
Increased
Maintained
Reduced
Closed

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: 2234 (+12)

3.22% more ownership

Funds ownership: 7.01%10.22% (+3.2%)

Holders
34
Holders Change
+12
Holders Change %
+54.55%
% of All Funds
0.41%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
12
Increased
11
Reduced
2
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$15.3M +$2.57M +60,749 +25%
BlackRock
2
BlackRock
New York
$5.04M +$78.2K +1,848 +2%
Geode Capital Management
3
Geode Capital Management
Massachusetts
$3.88M +$31.1K +736 +1%
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$2.62M +$1.96M +46,287 +752%
HI
5
Harbour Investments
Wisconsin
$1.35M
Marshall Wace
6
Marshall Wace
United Kingdom
$1.19M +$1M +23,718 New
Goldman Sachs
7
Goldman Sachs
New York
$994K +$841K +19,888 New
Qube Research & Technologies (QRT)
8
Qube Research & Technologies (QRT)
United Kingdom
$933K +$789K +18,666 New
Northern Trust
9
Northern Trust
Illinois
$737K +$50.7K +1,198 +9%
Millennium Management
10
Millennium Management
New York
$655K +$554K +13,105 New
LPL Financial
11
LPL Financial
California
$528K +$446K +10,551 New
ECM
12
ExodusPoint Capital Management
New York
$438K +$371K +8,765 New
State Street
13
State Street
Massachusetts
$430K +$79.2K +1,872 +28%
Morgan Stanley
14
Morgan Stanley
New York
$420K +$224K +5,294 +170%
Jane Street
15
Jane Street
New York
$420K +$355K +8,398 New
FFP
16
FourThought Financial Partners
Florida
$370K
IWC
17
Integrated Wealth Concepts
Massachusetts
$306K +$508 +12 +0.2%
Point72 Asset Management
18
Point72 Asset Management
Connecticut
$298K +$252K +5,967 New
Citadel Advisors
19
Citadel Advisors
Florida
$288K -$512K -12,108 -68%
NPF
20
Norris Perne & French
Michigan
$258K +$218K +5,151 New
Bank of America
21
Bank of America
North Carolina
$216K +$111K +2,633 +156%
UBS Group
22
UBS Group
Switzerland
$191K +$162K +3,824 +382,400%
Barclays
23
Barclays
United Kingdom
$168K +$142K +3,361 New
AUB
24
Atlantic Union Bankshares
Virginia
$128K
Citigroup
25
Citigroup
New York
$113K +$95.2K +2,252 +225,200%

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.