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Patriot National Bancorp

75 hedge funds and large institutions have $30.3M invested in Patriot National Bancorp in 2025 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 30 increasing their positions, 10 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 6

200% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 10

116% more capital invested

Capital invested by funds: $14.1M → $30.3M (+$16.3M)

19% more funds holding

Funds holding: 6375 (+12)

3.28% more ownership

Funds ownership: 11.29%14.57% (+3.3%)

Holders
75
Holders Change
+12
Holders Change %
+19.05%
% of All Funds
0.91%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
18
Increased
30
Reduced
10
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$6.31M +$1.16M +841,442 +32%
AOCA
2
Angel Oak Capital Advisors
Georgia
$5.99M +$4.34M +3,143,069 +2,099%
Vanguard Group
3
Vanguard Group
Pennsylvania
$3.22M +$663K +480,835 +37%
Geode Capital Management
4
Geode Capital Management
Massachusetts
$2.95M +$569K +412,624 +34%
CWP
5
Curated Wealth Partners
California
$1.6M -$69K -50,000 -5%
Northern Trust
6
Northern Trust
Illinois
$1.45M +$116K +83,813 +12%
Russell Investments Group
7
Russell Investments Group
United Kingdom
$1.24M +$939K +680,370 +18,697%
State Street
8
State Street
Massachusetts
$1.2M +$99.9K +72,458 +12%
MMA
9
Miracle Mile Advisors
California
$791K
HighTower Advisors
10
HighTower Advisors
Illinois
$537K -$4.37K -3,167 -1%
AWM
11
Axxcess Wealth Management
California
$388K
N
12
Nuveen
North Carolina
$380K +$34.3K +24,831 +13%
Lido Advisors
13
Lido Advisors
California
$358K
Charles Schwab
14
Charles Schwab
California
$307K +$59K +42,751 +34%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$255K +$74.4K +53,907 +63%
RI
16
Rinkey Investments
California
$222K
Wells Fargo
17
Wells Fargo
California
$203K +$62.6K +45,400 +69%
Jane Street
18
Jane Street
New York
$196K +$148K +107,547 New
Barclays
19
Barclays
United Kingdom
$196K +$48.4K +35,052 +48%
BPA
20
Beacon Pointe Advisors
California
$189K
AWM
21
Avior Wealth Management
Nebraska
$182K
Goldman Sachs
22
Goldman Sachs
New York
$172K +$23.3K +16,893 +22%
FWP
23
Falcon Wealth Planning
California
$155K -$27.6K -20,000 -19%
Morgan Stanley
24
Morgan Stanley
New York
$152K +$52.3K +37,924 +83%
Corient Private Wealth
25
Corient Private Wealth
Florida
$142K +$54K +39,123 +100%