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Pathfinder Bancorp

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.

New
Increased
Maintained
Reduced
Closed

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: 2321 (-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: 10 (-1)

Holders
21
Holders Change
-2
Holders Change %
-8.7%
% of All Funds
0.28%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
2
Increased
10
Reduced
2
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AllianceBernstein
1
AllianceBernstein
Tennessee
$5.43M +$583K +38,354 +12%
MA
2
Minerva Advisors
Pennsylvania
$3.94M
OC
3
Oppenheimer & Close
New York
$1.41M
FL
4
Fourthstone LLC
Missouri
$1.23M +$1.22M +80,127 New
Vanguard Group
5
Vanguard Group
Pennsylvania
$627K +$49K +3,224 +9%
Susquehanna International Group
6
Susquehanna International Group
Pennsylvania
$592K +$204K +13,410 +53%
HPIA
7
Hamilton Point Investment Advisors
North Carolina
$590K
Osaic Holdings
8
Osaic Holdings
Arizona
$537K +$259K +17,079 +102%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$381K -$1.49K -98 -0.4%
MWA
10
Monograph Wealth Advisors
California
$353K +$410 +27 +0.1%
Dimensional Fund Advisors
11
Dimensional Fund Advisors
Texas
$342K +$21.3K +1,404 +7%
CSC
12
Caldwell Sutter Capital
California
$227K
Northern Trust
13
Northern Trust
Illinois
$223K +$17.3K +1,140 +9%
BCM
14
Bridgeway Capital Management
Texas
$156K
BlackRock
15
BlackRock
New York
$123K +$5.41K +356 +5%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$90K
Raymond James Financial
17
Raymond James Financial
Florida
$51.8K +$51.3K +3,379 New
Morgan Stanley
18
Morgan Stanley
New York
$7.6K -$1.26K -83 -14%
Carson Wealth (CWM LLC)
19
Carson Wealth (CWM LLC)
Nebraska
$3K
TRCT
20
Tower Research Capital (TRC)
New York
$2.78K +$2.38K +157 +654%
Bank of America
21
Bank of America
North Carolina
$352 +$46 +3 +15%
Wells Fargo
22
Wells Fargo
California
$3 -$15 -1 Closed
CCMG
23
Clark Capital Management Group
Pennsylvania
-$280K -17,062 Closed
FIA
24
FNY Investment Advisers
New York
-$256K -15,573 Closed
UBS Group
25
UBS Group
Switzerland
-$13.6K -826 Closed

PBHC Hedge Fund Activity: Q2 2025 in Review

21 of the 7,603 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.