We are live on ! Find out more
SBFG icon

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
Manulife (Manufacturers Life Insurance)
1
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$9.16M -$33.1K -1,626 -0.3%
CCM
2
Cutler Capital Management
Massachusetts
$7.56M -$6.1K -300 -0.1%
Vanguard Group
3
Vanguard Group
Pennsylvania
$7.2M -$54.3K -2,668 -0.7%
BlackRock
4
BlackRock
New York
$6.9M +$1.31M +64,270 +22%
SVBP
5
Strategic Value Bank Partners
Ohio
$5.38M -$1.5M -73,993 -21%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$3.61M +$11.3K +557 +0.3%
PU
7
Petiole USA
New York
$3.4M
PH
8
Pinnacle Holdings
Oklahoma
$3.03M
Geode Capital Management
9
Geode Capital Management
Massachusetts
$2.79M -$84K -4,132 -3%
BCM
10
Bridgeway Capital Management
Texas
$1.57M +$60.3K +2,963 +4%
State Street
11
State Street
Massachusetts
$1.23M +$151K +7,443 +13%
Northern Trust
12
Northern Trust
Illinois
$1.01M -$85K -4,179 -7%
GJL
13
Gendell Jeffrey L
$893K
EF
14
Empowered Funds
Pennsylvania
$888K +$60.3K +2,963 +7%
Marshall Wace
15
Marshall Wace
United Kingdom
$863K +$501K +24,652 +123%
Goldman Sachs
16
Goldman Sachs
New York
$795K +$564K +27,741 +206%
First Manhattan
17
First Manhattan
New York
$687K
Renaissance Technologies
18
Renaissance Technologies
New York
$685K +$272K +13,392 +61%
OSAM
19
O'Shaughnessy Asset Management
Connecticut
$668K +$195K +9,566 +38%
Barclays
20
Barclays
United Kingdom
$609K +$385K +18,951 +150%
Arrowstreet Capital
21
Arrowstreet Capital
Massachusetts
$598K +$72K +3,542 +13%
Citadel Advisors
22
Citadel Advisors
Florida
$572K -$81.9K -4,028 -12%
VVP
23
Venture Visionary Partners
Ohio
$460K +$1.06K +52 +0.2%
VA
24
Valmark Advisers
Ohio
$439K +$463K +22,751 New
Morgan Stanley
25
Morgan Stanley
New York
$431K +$148K +7,280 +48%

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.