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SB Financial Group

74 hedge funds and large institutions have $65.7M invested in SB Financial Group in 2025 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 24 increasing their positions, 16 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

325% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 4

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

50% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 16

21% more funds holding

Funds holding: 6174 (+13)

0.45% less ownership

Funds ownership: 54.23%53.78% (-0.45%)

3% less capital invested

Capital invested by funds: $67.6M → $65.7M (-$1.96M)

Holders
74
Holders Change
+13
Holders Change %
+21.31%
% of All Funds
0.97%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
17
Increased
24
Reduced
16
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HSBC Holdings
26
HSBC Holdings
United Kingdom
$388K +$404K +19,850 New
RWM
27
Ritholtz Wealth Management
New York
$375K +$83.3K +4,096 +27%
Charles Schwab
28
Charles Schwab
California
$350K
Bank of America
29
Bank of America
North Carolina
$306K +$268K +13,194 +496%
GCP
30
GSA Capital Partners
United Kingdom
$291K +$671 +33 +0.2%
Bank of New York Mellon
31
Bank of New York Mellon
New York
$284K +$39.2K +1,926 +15%
PCM
32
Princeton Capital Management
New Jersey
$220K
Millennium Management
33
Millennium Management
New York
$214K -$117K -5,753 -34%
Squarepoint
34
Squarepoint
New York
$213K +$225K +11,060 New
AQR Capital Management
35
AQR Capital Management
Connecticut
$202K +$213K +10,471 New
Acadian Asset Management
36
Acadian Asset Management
Massachusetts
$201K +$65.9K +3,240 +44%
RhumbLine Advisers
37
RhumbLine Advisers
Massachusetts
$160K -$4.55K -224 -3%
Wells Fargo
38
Wells Fargo
California
$137K +$7.46K +367 +5%
SO
39
STRS Ohio
Ohio
$135K
LSV Asset Management
40
LSV Asset Management
Illinois
$122K
JP Morgan Chase
41
JP Morgan Chase
New York
$99.5K +$47.3K +2,328 +82%
SIC
42
SJS Investment Consulting
Ohio
$73.2K
New York State Common Retirement Fund
43
New York State Common Retirement Fund
New York
$63.7K -$46.8K -2,300 -41%
Jones Financial Companies
44
Jones Financial Companies
Missouri
$60.6K
FFA
45
Farther Finance Advisors
California
$57K +$59.4K +2,922 +8,594%
Mirae Asset Global ETFs Holdings
46
Mirae Asset Global ETFs Holdings
Hong Kong
$53.8K -$9.27K -456 -14%
UBS Group
47
UBS Group
Switzerland
$42.8K -$68.7K -3,376 -60%
Deutsche Bank
48
Deutsche Bank
Germany
$42.6K +$45K +2,211 New
BNP Paribas Financial Markets
49
BNP Paribas Financial Markets
France
$34.5K +$20.7K +1,016 +131%
PFSRSONJ
50
Police & Firemen's Retirement System of New Jersey
New Jersey
$29.6K +$31.2K +1,532 New

SBFG Hedge Fund Activity: Q3 2025 in Review

74 of the 7,625 institutional investors tracked by Wall St. Rank reported a position in SB Financial Group (SBFG) for Q3 2025, worth a combined $65.7M — down 2.9% from $67.6M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new SBFG positions and 4 closed out — a net gain of 13 holders — while 24 added to existing stakes and 16 trimmed.

The largest buyer was BlackRock, adding an estimated $1.31M. The largest seller was FJ Capital Management, exiting entirely with an estimated $5.08M sold.

  • 74 institutional investors held SB Financial Group (SBFG) as of Q3 2025, up from 61 in Q2 2025.
  • Funds reported $65.7M of SB Financial Group stock for Q3 2025, down 2.9% quarter-over-quarter.
  • 17 funds opened new SB Financial Group positions in Q3 2025 and 4 closed out, a net change of +13 holders.
  • The largest SB Financial Group buyer in Q3 2025 was BlackRock, an estimated $1.31M added.
  • The largest SB Financial Group seller in Q3 2025 was FJ Capital Management, an estimated $5.08M sold.

Based on aggregated 13F filings for Q3 2025.