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Pathfinder Bancorp

23 hedge funds and large institutions have $17.7M invested in Pathfinder Bancorp in 2025 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 6 increasing their positions, 6 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 1

10% more funds holding

Funds holding: 2123 (+2)

9% more capital invested

Capital invested by funds: $16.3M → $17.7M (+$1.43M)

1.28% more ownership

Funds ownership: 22.42%23.7% (+1.3%)

0% more repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 6

Holders
23
Holders Change
+2
Holders Change %
+9.52%
% of All Funds
0.3%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
6
Reduced
6
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AllianceBernstein
1
AllianceBernstein
Tennessee
$6.99M +$1.38M +92,397 +26%
MA
2
Minerva Advisors
Pennsylvania
$4.11M
OC
3
Oppenheimer & Close
New York
$1.44M
FL
4
Fourthstone LLC
Missouri
$1.37M +$106K +7,104 +9%
Vanguard Group
5
Vanguard Group
Pennsylvania
$617K -$13.8K -924 -2%
HPIA
6
Hamilton Point Investment Advisors
North Carolina
$602K
Susquehanna International Group
7
Susquehanna International Group
Pennsylvania
$390K -$199K -13,321 -35%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$389K +$5.44K +363 +1%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$344K
MWA
10
Monograph Wealth Advisors
California
$344K -$10.7K -714 -3%
Osaic Holdings
11
Osaic Holdings
Arizona
$307K -$201K -13,394 -40%
CSC
12
Caldwell Sutter Capital
California
$231K
Northern Trust
13
Northern Trust
Illinois
$202K -$24.6K -1,642 -11%
BCM
14
Bridgeway Capital Management
Texas
$157K
BlackRock
15
BlackRock
New York
$129K +$3.35K +224 +3%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$94K +$1.75K +117 +2%
Morgan Stanley
17
Morgan Stanley
New York
$7.76K
UBS Group
18
UBS Group
Switzerland
$7.68K +$7.34K +490 New
TRCT
19
Tower Research Capital (TRC)
New York
$5.2K +$2.26K +151 +83%
Carson Wealth (CWM LLC)
20
Carson Wealth (CWM LLC)
Nebraska
$3K
Bank of America
21
Bank of America
North Carolina
$31 -$314 -21 -91%
Citigroup
22
Citigroup
New York
$15 +$15 +1 New
Wells Fargo
23
Wells Fargo
California
$9 +$15 +1 New
Raymond James Financial
24
Raymond James Financial
Florida
-$51.8K -3,379 Closed

PBHC Hedge Fund Activity: Q3 2025 in Review

23 of the 7,629 institutional investors tracked by Wall St. Rank reported a position in Pathfinder Bancorp (PBHC) for Q3 2025, worth a combined $17.7M — up 8.8% from $16.3M a quarter earlier.

Buyers outnumbered sellers: 3 funds opened new PBHC positions and 1 closed out — a net gain of 2 holders — while 6 added to existing stakes and 6 trimmed.

The largest buyer was AllianceBernstein, adding an estimated $1.38M. The largest seller was Osaic Holdings, cutting an estimated $201K.

  • 23 institutional investors held Pathfinder Bancorp (PBHC) as of Q3 2025, up from 21 in Q2 2025.
  • Funds reported $17.7M of Pathfinder Bancorp stock for Q3 2025, up 8.8% quarter-over-quarter.
  • 3 funds opened new Pathfinder Bancorp positions in Q3 2025 and 1 closed out, a net change of +2 holders.
  • The largest Pathfinder Bancorp buyer in Q3 2025 was AllianceBernstein, an estimated $1.38M added.
  • The largest Pathfinder Bancorp seller in Q3 2025 was Osaic Holdings, an estimated $201K sold.

Based on aggregated 13F filings for Q3 2025.