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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
CFD
51
Creative Financial Designs
Indiana
$13.6K
Russell Investments Group
52
Russell Investments Group
United Kingdom
$13K +$13.7K +676 New
Carson Wealth (CWM LLC)
53
Carson Wealth (CWM LLC)
Nebraska
$13K +$13.7K +675 New
TRCT
54
Tower Research Capital (TRC)
New York
$12.6K +$13.3K +655 New
AIP
55
Ameritas Investment Partners
Nebraska
$11.7K
Legal & General Group
56
Legal & General Group
United Kingdom
$10.3K
SCM
57
Sterling Capital Management
North Carolina
$7.91K +$5.08K +250 +156%
California State Teachers Retirement System (CalSTRS)
58
California State Teachers Retirement System (CalSTRS)
California
$7.16K
Northwestern Mutual Wealth Management
59
Northwestern Mutual Wealth Management
Wisconsin
$5.07K
AB
60
Amalgamated Bank
New York
$4K
AAP
61
Arax Advisory Partners
Colorado
$2.95K +$3.11K +153 New
EP
62
Essential Partners
California
$2.78K +$2.93K +144 New
SOW
63
State of Wyoming
Wyoming
$1.93K -$325 -16 -14%
Citigroup
64
Citigroup
New York
$1.33K -$39.1K -1,923 -97%
EWA
65
EverSource Wealth Advisors
Alabama
$1.08K +$264 +13 +30%
Royal Bank of Canada
66
Royal Bank of Canada
Ontario, Canada
$1K -$171K -8,433 -99%
C
67
Covestor
United Kingdom
$1K +$549 +27 New
WT
68
Whittier Trust
California
$384 +$407 +20 New
AF
69
Allworth Financial
California
$309 +$325 +16 New
Fidelity Investments
70
Fidelity Investments
Massachusetts
$174 +$183 +9 New
IA
71
IFP Advisors
Florida
$154 -$61 -3 -27%
TWD
72
True Wealth Design
Ohio
$136 +$142 +7 New
CA
73
Clearstead Advisors
Ohio
$116 +$122 +6 New
SS
74
SBI Securities
Japan
$96
FCM
75
FJ Capital Management
Virginia
-$5.08M -265,791 Closed

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.