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SB Financial Group
SBFG

61 hedge funds and large institutions have $67.6M invested in SB Financial Group in 2025 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 20 increasing their positions, 9 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

425% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 4

122% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 9

39% more funds holding

Funds holding: 44 → 61 (+17)

2.04% more ownership

Funds ownership: 52.19% → 54.23% (+2%)

5% less capital invested

Capital invested by funds: $71.1M → $67.6M (-$3.42M)

50% less funds holding in top 10

Funds holding in top 10: 2 → 1 (-1)

Holders
61
Holders Change
+17
Holders Change %
+38.64%
% of All Funds
0.8%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
21
Increased
20
Reduced
9
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$4.49M
2
Geode Capital Management
Geode Capital Management
Massachusetts
+$1.4M
3
State Street
State Street
Massachusetts
+$738K
4
Vanguard Group
Vanguard Group
Pennsylvania
+$641K
5
Northern Trust
Northern Trust
Illinois
+$606K

Top Sellers

Rank Fund Capital Flow
1
AllianceBernstein
AllianceBernstein
Tennessee
-$6.16M
2
FCM
FJ Capital Management
Virginia
-$2M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$928K
4
Millennium Management
Millennium Management
New York
-$582K
5
Jane Street
Jane Street
New York
-$461K
Name Holding Trade Value Shares
Change 		Change in
Stake
RWM
26
Ritholtz Wealth Management
New York
$293K +$435 +23 +0.2%
GCP
27
GSA Capital Partners
United Kingdom
$288K +$285K +15,058 New
Morgan Stanley
28
Morgan Stanley
New York
$288K +$188K +9,926 +193%
Goldman Sachs
29
Goldman Sachs
New York
$257K -$63.6K -3,364 -20%
Bank of New York Mellon
30
Bank of New York Mellon
New York
$244K +$242K +12,787 New
Barclays
31
Barclays
United Kingdom
$242K +$233K +12,304 +3,619%
PCM
32
Princeton Capital Management
New Jersey
$218K +$216K +11,408 New
RhumbLine Advisers
33
RhumbLine Advisers
Massachusetts
$163K +$161K +8,521 New
Royal Bank of Canada
34
Royal Bank of Canada
Ontario, Canada
$162K +$41.6K +2,197 +35%
Acadian Asset Management
35
Acadian Asset Management
Massachusetts
$137K +$29K +1,531 +27%
SO
36
STRS Ohio
Ohio
$134K +$132K +7,000 New
Wells Fargo
37
Wells Fargo
California
$129K +$86.3K +4,563 +208%
LSV Asset Management
38
LSV Asset Management
Illinois
$120K +$119K +6,300 New
New York State Common Retirement Fund
39
New York State Common Retirement Fund
New York
$107K +$106K +5,600 New
UBS Group
40
UBS Group
Switzerland
$107K +$88.6K +4,681 +512%
SIC
41
SJS Investment Consulting
Ohio
$72.4K – – –
Mirae Asset Global ETFs Holdings
42
Mirae Asset Global ETFs Holdings
Hong Kong
$62K +$61.4K +3,245 New
Jones Financial Companies
43
Jones Financial Companies
Missouri
$54.9K – – –
JP Morgan Chase
44
JP Morgan Chase
New York
$54K +$53.3K +2,817 +23,475%
Bank of America
45
Bank of America
North Carolina
$50.8K +$49.2K +2,603 +4,733%
Citigroup
46
Citigroup
New York
$38K -$38.3K -2,022 -50%
PNC Financial Services Group
47
PNC Financial Services Group
Pennsylvania
$36.3K – – –
BNP Paribas Financial Markets
48
BNP Paribas Financial Markets
France
$14.8K +$14.7K +775 New
CFD
49
Creative Financial Designs
Indiana
$13.5K – – –
AIP
50
Ameritas Investment Partners
Nebraska
$11.6K +$11.5K +606 New
1
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3

SBFG Hedge Fund Activity: Q2 2025 in Review

61 of the 7,598 institutional investors tracked by Wall St. Rank reported a position in SB Financial Group (SBFG) for Q2 2025, worth a combined $67.6M — down 4.8% from $71.1M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new SBFG positions and 4 closed out — a net gain of 17 holders — while 20 added to existing stakes and 9 trimmed.

The largest buyer was BlackRock, adding an estimated $4.49M. The largest seller was AllianceBernstein, exiting entirely with an estimated $6.16M sold.

  • 61 institutional investors held SB Financial Group (SBFG) as of Q2 2025, up from 44 in Q1 2025.
  • Funds reported $67.6M of SB Financial Group stock for Q2 2025, down 4.8% quarter-over-quarter.
  • 21 funds opened new SB Financial Group positions in Q2 2025 and 4 closed out, a net change of +17 holders.
  • The largest SB Financial Group buyer in Q2 2025 was BlackRock, an estimated $4.49M added.
  • The largest SB Financial Group seller in Q2 2025 was AllianceBernstein, an estimated $6.16M sold.

Based on aggregated 13F filings for Q2 2025.