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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
VCM
1
Vanguard Capital Management
Pennsylvania
$12.5M +$13.3M +274,048 New
Millennium Management
2
Millennium Management
New York
$4.9M +$4.58M +94,251 +719%
BlackRock
3
BlackRock
New York
$4.58M -$27.7K -571 -0.6%
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$4.33M +$2.05M +42,296 +81%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$3.67M +$142K +2,921 +4%
Marshall Wace
6
Marshall Wace
United Kingdom
$2.45M +$1.45M +29,960 +126%
VFT
7
Vanguard Fiduciary Trust
Pennsylvania
$1.86M +$1.98M +40,754 New
HI
8
Harbour Investments
Wisconsin
$1.23M
State Street
9
State Street
Massachusetts
$1.01M +$653K +13,461 +157%
Qube Research & Technologies (QRT)
10
Qube Research & Technologies (QRT)
United Kingdom
$983K +$139K +2,868 +15%
Goldman Sachs
11
Goldman Sachs
New York
$951K +$45.5K +937 +5%
American Century Companies
12
American Century Companies
Missouri
$824K +$876K +18,043 New
Northern Trust
13
Northern Trust
Illinois
$673K
BCM
14
Bridgeway Capital Management
Texas
$650K +$691K +14,240 New
UBS Group
15
UBS Group
Switzerland
$611K +$464K +9,564 +250%
Bank of America
16
Bank of America
North Carolina
$425K +$243K +4,998 +116%
Morgan Stanley
17
Morgan Stanley
New York
$419K +$38K +783 +9%
Dimensional Fund Advisors
18
Dimensional Fund Advisors
Texas
$403K +$429K +8,840 New
Jane Street
19
Jane Street
New York
$326K -$60.7K -1,251 -15%
SSA
20
Schonfeld Strategic Advisors
New York
$297K +$316K +6,505 New
FFP
21
FourThought Financial Partners
Florida
$292K -$48.5K -1,000 -14%
HF
22
HRT Financial
New York
$289K +$308K +6,343 New
IWC
23
Integrated Wealth Concepts
Massachusetts
$278K -$971 -20 -0.3%
Point72 Asset Management
24
Point72 Asset Management
Connecticut
$274K +$1.07K +22 +0.4%
Citigroup
25
Citigroup
New York
$242K +$147K +3,037 +135%

ISBA Hedge Fund Activity: Q1 2026 in Review

43 of the 8,128 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.