Summit State Bank
SSBI
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.
22% more capital invested
Capital invested by funds: $13.3M → $16.2M (+$2.95M)
0.32% more ownership
Funds ownership: 25.99% → 26.31% (+0.32%)
17% less repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 6
18% less funds holding
Funds holding: 22 → 18 (-4)
100% less first-time investments, than exits
New positions opened: 0 | Existing positions closed: 4
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CSC
Caldwell Sutter Capital
Sausalito,
California
|
+$524K |
| 2 |
Dimensional Fund Advisors
Austin,
Texas
|
+$26.8K |
| 3 |
Geode Capital Management
Boston,
Massachusetts
|
+$13.7K |
| 4 |
MI
M3F Inc
Salt Lake City,
Utah
|
+$11.5K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$16 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCM
Bridgeway Capital Management
Houston,
Texas
|
-$200K |
| 2 |
TSS
Two Sigma Securities
New York
|
-$88.8K |
| 3 |
SM
Salzhauer Michael
|
-$48.1K |
| 4 |
VHAM
Van Hulzen Asset Management
El Dorado Hills,
California
|
-$36.8K |
| 5 |
Northern Trust
Chicago,
Illinois
|
-$11.2K |
SSBI Hedge Fund Activity: Q1 2025 in Review
18 of the 7,464 institutional investors tracked by Wall St. Rank reported a position in Summit State Bank (SSBI) for Q1 2025, worth a combined $16.2M — up 22% from $13.3M a quarter earlier.
Sellers outnumbered buyers: 4 funds closed out of SSBI and 0 opened new positions — a net loss of 4 holders — while 6 trimmed existing stakes and 5 added.
The largest buyer was Caldwell Sutter Capital, adding an estimated $524K. The largest seller was Bridgeway Capital Management, cutting an estimated $200K.
- 18 institutional investors held Summit State Bank (SSBI) as of Q1 2025, down from 22 in Q4 2024.
- Funds reported $16.2M of Summit State Bank stock for Q1 2025, up 22% quarter-over-quarter.
- 0 funds opened new Summit State Bank positions in Q1 2025 and 4 closed out, a net change of -4 holders.
- The largest Summit State Bank buyer in Q1 2025 was Caldwell Sutter Capital, an estimated $524K added.
- The largest Summit State Bank seller in Q1 2025 was Bridgeway Capital Management, an estimated $200K sold.
Based on aggregated 13F filings for Q1 2025.