Pathfinder Bancorp
PBHC
23 hedge funds and large institutions have $15.5M invested in Pathfinder Bancorp in 2025 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 9 increasing their positions, 2 reducing their positions, and 2 closing their positions.
350% more repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 2
100% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 2
10% more funds holding
Funds holding: 21 → 23 (+2)
1.56% less ownership
Funds ownership: 21.53% → 19.97% (-1.6%)
12% less capital invested
Capital invested by funds: $17.6M → $15.5M (-$2.08M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AllianceBernstein
Nashville,
Tennessee
|
+$449K |
| 2 |
CCMG
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
+$286K |
| 3 |
FIA
FNY Investment Advisers
New York
|
+$261K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$175K |
| 5 |
Geode Capital Management
Boston,
Massachusetts
|
+$28.9K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FL
Fourthstone LLC
St Louis,
Missouri
|
-$1.55M |
| 2 |
II
Inspire Investing
Meridian,
Idaho
|
-$1.01M |
| 3 |
MWA
Monograph Wealth Advisors
Manhattan Beach,
California
|
-$5.1K |
| 4 |
BlackRock
New York
|
-$1.12K |
PBHC Hedge Fund Activity: Q1 2025 in Review
23 of the 7,472 institutional investors tracked by Wall St. Rank reported a position in Pathfinder Bancorp (PBHC) for Q1 2025, worth a combined $15.5M — down 12% from $17.6M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new PBHC positions and 2 closed out — a net gain of 2 holders — while 9 added to existing stakes and 2 trimmed.
The largest buyer was AllianceBernstein, adding an estimated $449K. The largest seller was Fourthstone LLC, exiting entirely with an estimated $1.55M sold.
- 23 institutional investors held Pathfinder Bancorp (PBHC) as of Q1 2025, up from 21 in Q4 2024.
- Funds reported $15.5M of Pathfinder Bancorp stock for Q1 2025, down 12% quarter-over-quarter.
- 4 funds opened new Pathfinder Bancorp positions in Q1 2025 and 2 closed out, a net change of +2 holders.
- The largest Pathfinder Bancorp buyer in Q1 2025 was AllianceBernstein, an estimated $449K added.
- The largest Pathfinder Bancorp seller in Q1 2025 was Fourthstone LLC, an estimated $1.55M sold.
Based on aggregated 13F filings for Q1 2025.