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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
Manulife (Manufacturers Life Insurance)
1
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$9.1M -$96.1K -5,078 -1%
CCM
2
Cutler Capital Management
Massachusetts
$7.49M -$10.8K -573 -0.1%
Vanguard Group
3
Vanguard Group
Pennsylvania
$7.18M +$641K +33,882 +10%
SVBP
4
Strategic Value Bank Partners
Ohio
$6.74M – – –
BlackRock
5
BlackRock
New York
$5.6M +$4.49M +237,352 +425%
FCM
6
FJ Capital Management
Virginia
$5.08M -$2M -105,780 -28%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$3.56M +$337K +17,796 +11%
PU
8
Petiole USA
New York
$3.36M – – –
PH
9
Pinnacle Holdings
Oklahoma
$3M +$227 +12 +0%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$2.84M +$1.4M +73,771 +98%
BCM
11
Bridgeway Capital Management
Texas
$1.5M +$11.1K +589 +0.8%
Northern Trust
12
Northern Trust
Illinois
$1.08M +$606K +32,048 +132%
State Street
13
State Street
Massachusetts
$1.08M +$738K +38,999 +225%
GJL
14
Gendell Jeffrey L
$884K – – –
EF
15
Empowered Funds
Pennsylvania
$822K +$11.1K +589 +1%
Susquehanna International Group
16
Susquehanna International Group
Pennsylvania
$735K -$928K -49,041 -56%
First Manhattan
17
First Manhattan
New York
$680K – – –
Citadel Advisors
18
Citadel Advisors
Florida
$643K +$331K +17,523 +109%
Arrowstreet Capital
19
Arrowstreet Capital
Massachusetts
$524K +$519K +27,459 New
OSAM
20
O'Shaughnessy Asset Management
Connecticut
$478K -$48.9K -2,584 -9%
VVP
21
Venture Visionary Partners
Ohio
$455K +$1.12K +59 +0.2%
Renaissance Technologies
22
Renaissance Technologies
New York
$423K +$419K +22,133 New
Marshall Wace
23
Marshall Wace
United Kingdom
$384K +$380K +20,093 New
Charles Schwab
24
Charles Schwab
California
$347K +$343K +18,155 New
Millennium Management
25
Millennium Management
New York
$322K -$582K -30,779 -65%
1
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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.