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Middlefield Banc Corp
MBCN

Overview Fund Activity

66 hedge funds and large institutions have $82.8M invested in Middlefield Banc Corp in 2025 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 29 increasing their positions, 17 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
66
Holders Change
-2
Holders Change %
-2.94%
% of All Funds
0.89%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
4
Increased
29
Reduced
17
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
EPCA
Elizabeth Park Capital Advisors
Ohio
$2.6M
2
Fisher Asset Management
Fisher Asset Management
Washington
$1.06M
3
Vanguard Group
Vanguard Group
Pennsylvania
$12.5M
4
HSBC Holdings
HSBC Holdings
United Kingdom
$307K
5
Morgan Stanley
Morgan Stanley
New York
$679K

Top Sellers

1
LWA
Lineweaver Wealth Advisors
Ohio
$0
2
Ameriprise
Ameriprise
Minnesota
$0
3
BlackRock
BlackRock
New York
$14.4M
4
FAM
Flaharty Asset Management
Florida
$0
5
Goldman Sachs
Goldman Sachs
New York
$278K
Name Holding Trade Value Shares
Change 		Shares
Change %
Legal & General Group
51
Legal & General Group
United Kingdom
$20.1K +$2.08K +69 +12%
AIP
52
Ameritas Investment Partners
Nebraska
$19.5K – – –
EWA
53
EverSource Wealth Advisors
Alabama
$18.2K +$18K +599 +14,975%
GI
54
GAMMA Investing
California
$17.6K +$10.5K +348 +147%
Fidelity Investments
55
Fidelity Investments
Massachusetts
$17.1K +$1.42K +47 +9%
California State Teachers Retirement System (CalSTRS)
56
California State Teachers Retirement System (CalSTRS)
California
$15.9K – – –
Nisa Investment Advisors
57
Nisa Investment Advisors
Missouri
$12.3K +$241 +8 +2%
VCM
58
Versant Capital Management
Arizona
$10.8K +$4.25K +141 +65%
AB
59
Amalgamated Bank
New York
$8K – – –
FFA
60
Frazier Financial Advisors
Ohio
$6.89K +$60 +2 +0.9%
SCM
61
Sterling Capital Management
North Carolina
$6.17K +$2.41K +80 +64%
Carson Wealth (CWM LLC)
62
Carson Wealth (CWM LLC)
Nebraska
$3K +$835 +32 +39%
AAP
63
Arax Advisory Partners
Colorado
$663 +$663 +22 New
PNC Financial Services Group
64
PNC Financial Services Group
Pennsylvania
$331 – – –
IA
65
IFP Advisors
Florida
$60 – – –
TWD
66
True Wealth Design
Ohio
$31 – – –
FFA
67
Farther Finance Advisors
California
$30 – – –
LWA
68
Lineweaver Wealth Advisors
Ohio
– -$1.05M -37,500 Closed
Ameriprise
69
Ameriprise
Minnesota
– -$341K -12,210 Closed
FAM
70
Flaharty Asset Management
Florida
– -$245K -8,753 Closed
CF
71
Corebridge Financial
Texas
– -$99.5K -3,561 Closed
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