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Pathfinder Bancorp

20 hedge funds and large institutions have $15.8M invested in Pathfinder Bancorp in 2025 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 9 increasing their positions, 2 reducing their positions, and 4 closing their positions.

Holders
20
Holders Change
-3
Holders Change %
-13.04%
% of All Funds
0.27%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
2
Increased
9
Reduced
2
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
AllianceBernstein
1
AllianceBernstein
Tennessee
$5.43M 353,656 +38,354 +12%
MA
2
Minerva Advisors
Pennsylvania
$3.94M 262,204
OC
3
Oppenheimer & Close
New York
$1.41M 91,915
FL
4
Fourthstone LLC
Missouri
$1.23M 80,127 +80,127 New
Vanguard Group
5
Vanguard Group
Pennsylvania
$627K 40,905 +3,224 +9%
HPIA
6
Hamilton Point Investment Advisors
North Carolina
$590K 38,429
Osaic Holdings
7
Osaic Holdings
Arizona
$572K 33,721 +16,997 +102%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$381K 24,836 -98 -0.4%
MWA
9
Monograph Wealth Advisors
California
$353K 23,007 +27 +0.1%
Dimensional Fund Advisors
10
Dimensional Fund Advisors
Texas
$342K 22,308 +1,404 +7%
CSC
11
Caldwell Sutter Capital
California
$227K 14,773
Northern Trust
12
Northern Trust
Illinois
$223K 14,550 +1,140 +9%
BCM
13
Bridgeway Capital Management
Texas
$156K 10,200
BlackRock
14
BlackRock
New York
$123K 7,998 +356 +5%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$90K 5,866
Raymond James Financial
16
Raymond James Financial
Florida
$51.8K 3,379 +3,379 New
Morgan Stanley
17
Morgan Stanley
New York
$7.6K 495 -83 -14%
Carson Wealth (CWM LLC)
18
Carson Wealth (CWM LLC)
Nebraska
$3K 173
TRCT
19
Tower Research Capital (TRC)
New York
$2.78K 181 +157 +654%
Bank of America
20
Bank of America
North Carolina
$352 23 +3 +15%
Wells Fargo
21
Wells Fargo
California
-1 Closed
CCMG
22
Clark Capital Management Group
Pennsylvania
-17,062 Closed
FIA
23
FNY Investment Advisers
New York
-15,573 Closed
UBS Group
24
UBS Group
Switzerland
-826 Closed