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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
Manulife (Manufacturers Life Insurance)
1
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$10M -$3.15K -148 -0%
CCM
2
Cutler Capital Management
Massachusetts
$8.17M – – –
FCM
3
FJ Capital Management
Virginia
$7.74M – – –
SVBP
4
Strategic Value Bank Partners
Ohio
$7.35M – – –
Vanguard Group
5
Vanguard Group
Pennsylvania
$7.12M – – –
AllianceBernstein
6
AllianceBernstein
Tennessee
$6.16M -$3.67M -172,255 -37%
PU
7
Petiole USA
New York
$3.67M -$213K -10,000 -5%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$3.51M +$84.7K +3,980 +2%
PH
9
Pinnacle Holdings
Oklahoma
$3.27M – – –
Susquehanna International Group
10
Susquehanna International Group
Pennsylvania
$1.82M +$987K +46,391 +113%
BCM
11
Bridgeway Capital Management
Texas
$1.62M +$60.3K +2,832 +4%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$1.56M +$69.5K +3,266 +5%
BlackRock
13
BlackRock
New York
$1.16M -$25.3K -1,188 -2%
Millennium Management
14
Millennium Management
New York
$992K +$1.01M +47,637 New
GJL
15
Gendell Jeffrey L
$964K -$54K -2,537 -5%
EF
16
Empowered Funds
Pennsylvania
$884K +$60.3K +2,832 +7%
First Manhattan
17
First Manhattan
New York
$742K – – –
OSAM
18
O'Shaughnessy Asset Management
Connecticut
$575K -$138K -6,481 -19%
Northern Trust
19
Northern Trust
Illinois
$506K -$17K -801 -3%
VVP
20
Venture Visionary Partners
Ohio
$494K +$1.13K +53 +0.2%
Jane Street
21
Jane Street
New York
$461K +$260K +12,224 +123%
State Street
22
State Street
Massachusetts
$361K – – –
Goldman Sachs
23
Goldman Sachs
New York
$350K +$358K +16,822 New
Citadel Advisors
24
Citadel Advisors
Florida
$336K +$344K +16,143 New
RWM
25
Ritholtz Wealth Management
New York
$319K -$89.5K -4,204 -22%
1
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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.