SB Financial Group
SBFG
72 hedge funds and large institutions have $74.2M invested in SB Financial Group in 2025 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 25 increasing their positions, 27 reducing their positions, and 6 closing their positions.
13% more capital invested
Capital invested by funds: $65.7M → $74.2M (+$8.53M)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
0.86% less ownership
Funds ownership: 53.78% → 52.91% (-0.86%)
7% less repeat investments, than reductions
Existing positions increased: 25 | Existing positions reduced: 27
3% less funds holding
Funds holding: 74 → 72 (-2)
33% less first-time investments, than exits
New positions opened: 4 | Existing positions closed: 6
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$619K |
| 2 |
Goldman Sachs
New York
|
+$203K |
| 3 |
HSBC Holdings
London,
United Kingdom
|
+$126K |
| 4 |
Dimensional Fund Advisors
Austin,
Texas
|
+$102K |
| 5 |
Morgan Stanley
New York
|
+$68K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Marshall Wace
London,
United Kingdom
|
-$863K |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$304K |
| 3 |
OSAM
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
-$285K |
| 4 |
Millennium Management
New York
|
-$214K |
| 5 |
Squarepoint
New York
|
-$213K |
SBFG Hedge Fund Activity: Q4 2025 in Review
72 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in SB Financial Group (SBFG) for Q4 2025, worth a combined $74.2M — up 13% from $65.7M a quarter earlier.
Sellers outnumbered buyers: 6 funds closed out of SBFG and 4 opened new positions — a net loss of 2 holders — while 27 trimmed existing stakes and 25 added.
The largest buyer was BlackRock, adding an estimated $619K. The largest seller was Marshall Wace, exiting entirely with an estimated $863K sold.
- 72 institutional investors held SB Financial Group (SBFG) as of Q4 2025, down from 74 in Q3 2025.
- Funds reported $74.2M of SB Financial Group stock for Q4 2025, up 13% quarter-over-quarter.
- 4 funds opened new SB Financial Group positions in Q4 2025 and 6 closed out, a net change of -2 holders.
- The largest SB Financial Group buyer in Q4 2025 was BlackRock, an estimated $619K added.
- The largest SB Financial Group seller in Q4 2025 was Marshall Wace, an estimated $863K sold.
Based on aggregated 13F filings for Q4 2025.