Pathfinder Bancorp
PBHC
21 hedge funds and large institutions have $16.3M invested in Pathfinder Bancorp in 2025 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 10 increasing their positions, 2 reducing their positions, and 4 closing their positions.
400% more repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 2
5% more capital invested
Capital invested by funds: $15.5M → $16.3M (+$817K)
2.45% more ownership
Funds ownership: 19.97% → 22.42% (+2.5%)
9% less funds holding
Funds holding: 23 → 21 (-2)
50% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 4
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FL
Fourthstone LLC
St Louis,
Missouri
|
+$1.22M |
| 2 |
AllianceBernstein
Nashville,
Tennessee
|
+$583K |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
+$259K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$204K |
| 5 |
Raymond James Financial
St Petersburg,
Florida
|
+$51.3K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CCMG
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
-$280K |
| 2 |
FIA
FNY Investment Advisers
New York
|
-$256K |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$13.6K |
| 4 |
Geode Capital Management
Boston,
Massachusetts
|
-$1.49K |
| 5 |
Morgan Stanley
New York
|
-$1.26K |
PBHC Hedge Fund Activity: Q2 2025 in Review
21 of the 7,616 institutional investors tracked by Wall St. Rank reported a position in Pathfinder Bancorp (PBHC) for Q2 2025, worth a combined $16.3M — up 5.3% from $15.5M a quarter earlier.
Sellers outnumbered buyers: 4 funds closed out of PBHC and 2 opened new positions — a net loss of 2 holders — while 2 trimmed existing stakes and 10 added.
The largest buyer was Fourthstone LLC, opening a new position worth an estimated $1.22M. The largest seller was Clark Capital Management Group, exiting entirely with an estimated $280K sold.
- 21 institutional investors held Pathfinder Bancorp (PBHC) as of Q2 2025, down from 23 in Q1 2025.
- Funds reported $16.3M of Pathfinder Bancorp stock for Q2 2025, up 5.3% quarter-over-quarter.
- 2 funds opened new Pathfinder Bancorp positions in Q2 2025 and 4 closed out, a net change of -2 holders.
- The largest Pathfinder Bancorp buyer in Q2 2025 was Fourthstone LLC, an estimated $1.22M added.
- The largest Pathfinder Bancorp seller in Q2 2025 was Clark Capital Management Group, an estimated $280K sold.
Based on aggregated 13F filings for Q2 2025.