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Patriot National Bancorp
PNBK

Overview Fund Activity

56 hedge funds and large institutions have $35M invested in Patriot National Bancorp in 2025 Q2 according to their latest regulatory filings, with 42 funds opening new positions, 8 increasing their positions, 3 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
56
Holders Change
+39
Holders Change %
+229.41%
% of All Funds
0.75%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
42
Increased
8
Reduced
3
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
$19.8M
2
BlackRock
BlackRock
New York
$3.3M
3
Vanguard Group
Vanguard Group
Pennsylvania
$1.61M
4
Geode Capital Management
Geode Capital Management
Massachusetts
$1.59M
5
CWP
Curated Wealth Partners
California
$1.01M

Top Sellers

1
AOCA
Angel Oak Capital Advisors
Georgia
$1.81M
2
CSC
Caldwell Sutter Capital
California
$0
3
BCM
Bridgeway Capital Management
Texas
$0
4
AIP
Almanack Investment Partners
Pennsylvania
$0
5
UBS Group
UBS Group
Switzerland
$91.5K
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$19.8M +$19.8M +13,034,536 +56,671,896%
BlackRock
2
BlackRock
New York
$3.3M +$3.3M +2,169,233 New
AOCA
3
Angel Oak Capital Advisors
Georgia
$1.81M -$3.26M -2,144,220 -64%
Vanguard Group
4
Vanguard Group
Pennsylvania
$1.61M +$1.58M +1,041,443 +5,293%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$1.59M +$1.55M +1,019,197 +3,772%
CWP
6
Curated Wealth Partners
California
$1.01M +$1.01M +666,667 New
Northern Trust
7
Northern Trust
Illinois
$855K +$855K +562,756 New
MMA
8
Miracle Mile Advisors
California
$661K +$661K +434,748 New
State Street
9
State Street
Massachusetts
$595K +$595K +391,330 New
HighTower Advisors
10
HighTower Advisors
Illinois
$436K +$436K +286,667 New
Lido Advisors
11
Lido Advisors
California
$419K +$419K +275,385 New
AWM
12
Axxcess Wealth Management
California
$324K +$324K +213,334 New
RI
13
Rinkey Investments
California
$231K +$231K +152,017 New
SAM
14
Silvercrest Asset Management
New York
$192K – – –
Morgan Stanley
15
Morgan Stanley
New York
$180K +$178K +116,992 +7,799%
Charles Schwab
16
Charles Schwab
California
$167K +$167K +109,577 New
BPA
17
Beacon Pointe Advisors
California
$158K +$158K +104,000 New
Barclays
18
Barclays
United Kingdom
$119K +$119K +77,945 +25,389%
New York State Common Retirement Fund
19
New York State Common Retirement Fund
New York
$109K +$109K +71,500 New
Goldman Sachs
20
Goldman Sachs
New York
$109K +$109K +71,539 New
UBS Group
21
UBS Group
Switzerland
$91.5K -$3.21K -2,109 -3%
NL
22
Nuveen LLC
North Carolina
$87.3K +$87.3K +57,454 New
Bank of New York Mellon
23
Bank of New York Mellon
New York
$81.8K +$81.8K +53,829 New
Susquehanna International Group
24
Susquehanna International Group
Pennsylvania
$80.7K +$80.7K +53,121 New
BWM
25
BlackDiamond Wealth Management
New York
$75K +$75K +50,000 New
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