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Summit State Bank
SSBI

Overview Fund Activity

18 hedge funds and large institutions have $16.2M invested in Summit State Bank in 2025 Q1 according to their latest regulatory filings, with 0 funds opening new positions, 5 increasing their positions, 6 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
18
Holders Change
-4
Holders Change %
-18.18%
% of All Funds
0.24%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
–
Increased
5
Reduced
6
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CSC
Caldwell Sutter Capital
California
+$604K
2
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$30.9K
3
Geode Capital Management
Geode Capital Management
Massachusetts
+$15.8K
4
MI
M3F Inc
Utah
+$13.2K
5
Bank of America
Bank of America
North Carolina
+$18

Top Sellers

1
BCM
Bridgeway Capital Management
Texas
-$231K
2
TSS
Two Sigma Securities
New York
-$88.8K
3
SM
Salzhauer Michael
-$55.4K
4
VHAM
Van Hulzen Asset Management
California
-$36.8K
5
Northern Trust
Northern Trust
Illinois
-$12.9K
Name Holding Trade Value Shares
Change 		Shares
Change %
BFC
1
Banc Funds Company
Illinois
$3.96M – – –
CSC
2
Caldwell Sutter Capital
California
$2.89M +$604K +65,434 +26%
MI
3
M3F Inc
Utah
$2.78M +$13.2K +1,433 +0.5%
Vanguard Group
4
Vanguard Group
Pennsylvania
$2.57M – – –
SM
5
Salzhauer Michael
$887K -$55.4K -6,000 -6%
MCM
6
MAI Capital Management
Ohio
$846K – – –
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$704K +$30.9K +3,350 +5%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$505K +$15.8K +1,715 +3%
BCM
9
Bridgeway Capital Management
Texas
$266K -$231K -25,000 -46%
Citadel Advisors
10
Citadel Advisors
Florida
$175K -$3.94K -427 -2%
Northern Trust
11
Northern Trust
Illinois
$141K -$12.9K -1,395 -8%
BlackRock
12
BlackRock
New York
$134K -$2.44K -264 -2%
State Street
13
State Street
Massachusetts
$129K – – –
Creative Planning
14
Creative Planning
Kansas
$127K – – –
Morgan Stanley
15
Morgan Stanley
New York
$110K -$1.39K -150 -1%
Bank of America
16
Bank of America
North Carolina
$378 +$18 +2 +5%
SS
17
SBI Securities
Japan
$9 – – –
UBS Group
18
UBS Group
Switzerland
$9 – – –
Wells Fargo
19
Wells Fargo
California
$1 -$9 -1 Closed
TSS
20
Two Sigma Securities
New York
– -$88.8K -11,603 Closed
VHAM
21
Van Hulzen Asset Management
California
– -$36.8K -4,813 Closed
TRCT
22
Tower Research Capital (TRC)
New York
– -$4.48K -586 Closed