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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
Legal & General Group
51
Legal & General Group
United Kingdom
$10.2K +$10.1K +536 New
California State Teachers Retirement System (CalSTRS)
52
California State Teachers Retirement System (CalSTRS)
California
$7.09K +$7.02K +371 New
Raymond James Financial
53
Raymond James Financial
Florida
$6.86K +$6.79K +359 New
Northwestern Mutual Wealth Management
54
Northwestern Mutual Wealth Management
Wisconsin
$5.02K – – –
AB
55
Amalgamated Bank
New York
$4K +$3.84K +203 New
SCM
56
Sterling Capital Management
North Carolina
$3.06K +$3.03K +160 New
SOW
57
State of Wyoming
Wyoming
$2.22K -$3.9K -206 -64%
EWA
58
EverSource Wealth Advisors
Alabama
$821 +$813 +43 New
FFA
59
Farther Finance Advisors
California
$649 +$643 +34 New
IA
60
IFP Advisors
Florida
$210 – – –
SS
61
SBI Securities
Japan
$96 – – –
AllianceBernstein
62
AllianceBernstein
Tennessee
– -$6.16M -296,051 Closed
Jane Street
63
Jane Street
New York
– -$461K -22,159 Closed
HNB
64
Huntington National Bank
Ohio
– -$166K -7,977 Closed
TRCT
65
Tower Research Capital (TRC)
New York
– -$1.96K -94 Closed
1 2
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.