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SB Financial Group
SBFG

44 hedge funds and large institutions have $71.1M invested in SB Financial Group in 2025 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 11 increasing their positions, 11 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 2

2% more funds holding

Funds holding: 43 → 44 (+1)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

0% more repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 11

0.36% less ownership

Funds ownership: 52.55% → 52.19% (-0.36%)

3% less capital invested

Capital invested by funds: $73.1M → $71.1M (-$2.01M)

Holders
44
Holders Change
+1
Holders Change %
+2.33%
% of All Funds
0.59%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
3
Increased
11
Reduced
11
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Millennium Management
Millennium Management
New York
+$1.01M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$987K
3
Goldman Sachs
Goldman Sachs
New York
+$358K
4
Citadel Advisors
Citadel Advisors
Florida
+$344K
5
Jane Street
Jane Street
New York
+$260K

Top Sellers

Rank Fund Capital Flow
1
AllianceBernstein
AllianceBernstein
Tennessee
-$3.67M
2
PCA
PL Capital Advisors
Florida
-$589K
3
PCM
Princeton Capital Management
New Jersey
-$218K
4
PU
Petiole USA
New York
-$213K
5
OSAM
O'Shaughnessy Asset Management
Connecticut
-$138K
Name Holding Trade Value Shares
Change 		Change in
Stake
HNB
26
Huntington National Bank
Ohio
$166K – – –
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$131K – – –
Acadian Asset Management
28
Acadian Asset Management
Massachusetts
$119K +$44K +2,068 +56%
Morgan Stanley
29
Morgan Stanley
New York
$107K +$53.1K +2,495 +94%
Citigroup
30
Citigroup
New York
$83.6K +$18.8K +884 +28%
SIC
31
SJS Investment Consulting
Ohio
$79K – – –
Jones Financial Companies
32
Jones Financial Companies
Missouri
$63.2K – – –
Wells Fargo
33
Wells Fargo
California
$45.7K – – –
PNC Financial Services Group
34
PNC Financial Services Group
Pennsylvania
$39.6K – – –
UBS Group
35
UBS Group
Switzerland
$19K -$44.4K -2,085 -70%
CFD
36
Creative Financial Designs
Indiana
$14.7K – – –
Barclays
37
Barclays
United Kingdom
$7.08K -$17.3K -813 -71%
SOW
38
State of Wyoming
Wyoming
$6.7K +$1.75K +82 +34%
Northwestern Mutual Wealth Management
39
Northwestern Mutual Wealth Management
Wisconsin
$5.48K – – –
TRCT
40
Tower Research Capital (TRC)
New York
$1.96K -$5.32K -250 -73%
Bank of America
41
Bank of America
North Carolina
$1.15K – – –
JP Morgan Chase
42
JP Morgan Chase
New York
$250 – – –
IA
43
IFP Advisors
Florida
$229 – – –
SS
44
SBI Securities
Japan
$104 – – –
PCA
45
PL Capital Advisors
Florida
– -$589K -28,159 Closed
PCM
46
Princeton Capital Management
New Jersey
– -$218K -10,408 Closed
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SBFG Hedge Fund Activity: Q1 2025 in Review

44 of the 7,461 institutional investors tracked by Wall St. Rank reported a position in SB Financial Group (SBFG) for Q1 2025, worth a combined $71.1M — down 2.8% from $73.1M a quarter earlier.

Buyers outnumbered sellers: 3 funds opened new SBFG positions and 2 closed out — a net gain of 1 holder — while 11 added to existing stakes and 11 trimmed.

The largest buyer was Millennium Management, opening a new position worth an estimated $1.01M. The largest seller was AllianceBernstein, cutting an estimated $3.67M.

  • 44 institutional investors held SB Financial Group (SBFG) as of Q1 2025, up from 43 in Q4 2024.
  • Funds reported $71.1M of SB Financial Group stock for Q1 2025, down 2.8% quarter-over-quarter.
  • 3 funds opened new SB Financial Group positions in Q1 2025 and 2 closed out, a net change of +1 holder.
  • The largest SB Financial Group buyer in Q1 2025 was Millennium Management, an estimated $1.01M added.
  • The largest SB Financial Group seller in Q1 2025 was AllianceBernstein, an estimated $3.67M sold.

Based on aggregated 13F filings for Q1 2025.