Summit State Bank
SSBI
25 hedge funds and large institutions have $23.6M invested in Summit State Bank in 2025 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 1 increasing their positions, 10 reducing their positions, and 2 closing their positions.
150% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 2
14% more funds holding
Funds holding: 22 → 25 (+3)
13% more capital invested
Capital invested by funds: $20.9M → $23.6M (+$2.69M)
3.37% more ownership
Funds ownership: 38.15% → 41.52% (+3.4%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
90% less repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 10
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AllianceBernstein
Nashville,
Tennessee
|
+$2.71M |
| 2 |
WANY
Wealthspire Advisors (New York)
New York
|
+$141K |
| 3 |
Renaissance Technologies
New York
|
+$140K |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$131K |
| 5 |
Citigroup
New York
|
+$11 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BFC
Banc Funds Company
Chicago,
Illinois
|
-$1.47M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
-$123K |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$106K |
| 4 |
Dimensional Fund Advisors
Austin,
Texas
|
-$69.8K |
| 5 |
CSC
Caldwell Sutter Capital
Sausalito,
California
|
-$28.3K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Wells Fargo
San Francisco,
California
| $3 | – | – | – |
|
|
SS
27
SBI Securities
Tokyo,
Japan
| – | -$12 | -1 | Closed |
|
SSBI Hedge Fund Activity: Q4 2025 in Review
25 of the 8,228 institutional investors tracked by Wall St. Rank reported a position in Summit State Bank (SSBI) for Q4 2025, worth a combined $23.6M — up 13% from $20.9M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new SSBI positions and 2 closed out — a net gain of 3 holders — while 1 added to existing stakes and 10 trimmed.
The largest buyer was AllianceBernstein, adding an estimated $2.71M. The largest seller was Banc Funds Company, cutting an estimated $1.47M.
- 25 institutional investors held Summit State Bank (SSBI) as of Q4 2025, up from 22 in Q3 2025.
- Funds reported $23.6M of Summit State Bank stock for Q4 2025, up 13% quarter-over-quarter.
- 5 funds opened new Summit State Bank positions in Q4 2025 and 2 closed out, a net change of +3 holders.
- The largest Summit State Bank buyer in Q4 2025 was AllianceBernstein, an estimated $2.71M added.
- The largest Summit State Bank seller in Q4 2025 was Banc Funds Company, an estimated $1.47M sold.
Based on aggregated 13F filings for Q4 2025.