SBFG icon

SB Financial Group

71 hedge funds and large institutions have $74.2M invested in SB Financial Group in 2025 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 24 increasing their positions, 27 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

more capital invested

Capital invested by funds: $ → $

more funds holding in top 10

Funds holding in top 10:

less ownership

Funds ownership:

less funds holding

Funds holding:

11% less repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 27

33% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 6

Holders
71
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$619K
2 +$203K
3 +$126K
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$102K
5
Morgan Stanley
Morgan Stanley
New York
+$68K

Top Sellers

1 -$863K
2 -$304K
3 -$285K
4
Millennium Management
Millennium Management
New York
-$214K
5
Squarepoint
Squarepoint
New York
-$213K