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Summit State Bank
SSBI

18 hedge funds and large institutions have $19.6M invested in Summit State Bank in 2025 Q2 according to their latest regulatory filings, with funds opening new positions, 8 increasing their positions, 3 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 3

21% more capital invested

Capital invested by funds: $16.2M → $19.6M (+$3.4M)

11.27% more ownership

Funds ownership: 26.31% → 37.59% (+11%)

0% more funds holding

Funds holding: 18 → 18 (0)

Holders
18
Holders Change
–
Holders Change %
0%
% of All Funds
0.24%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
–
Increased
8
Reduced
3
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
MI
M3F Inc
Utah
+$476K
2
CSC
Caldwell Sutter Capital
California
+$335K
3
UBS Group
UBS Group
Switzerland
+$99.4K
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$32.4K
5
Citadel Advisors
Citadel Advisors
Florida
+$20.6K

Top Sellers

Rank Fund Capital Flow
1
BFC
Banc Funds Company
Illinois
-$410K
2
Vanguard Group
Vanguard Group
Pennsylvania
-$54K
3
SM
Salzhauer Michael
-$32.8K
Name Holding Trade Value Shares
Change 		Change in
Stake
BFC
1
Banc Funds Company
Illinois
$4.17M -$410K -44,267 -10%
MI
2
M3F Inc
Utah
$3.83M +$476K +51,417 +17%
CSC
3
Caldwell Sutter Capital
California
$3.79M +$335K +36,160 +12%
Vanguard Group
4
Vanguard Group
Pennsylvania
$2.95M -$54K -5,830 -2%
SM
5
Salzhauer Michael
$1M -$32.8K -3,547 -4%
MCM
6
MAI Capital Management
Ohio
$993K – – –
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$864K +$32.4K +3,501 +5%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$600K +$6.08K +657 +1%
BCM
9
Bridgeway Capital Management
Texas
$312K – – –
Citadel Advisors
10
Citadel Advisors
Florida
$229K +$20.6K +2,227 +12%
BlackRock
11
BlackRock
New York
$170K +$11.6K +1,248 +9%
Northern Trust
12
Northern Trust
Illinois
$165K – – –
State Street
13
State Street
Massachusetts
$152K – – –
Creative Planning
14
Creative Planning
Kansas
$149K – – –
Morgan Stanley
15
Morgan Stanley
New York
$130K – – –
UBS Group
16
UBS Group
Switzerland
$116K +$99.4K +10,738 +1,073,800%
Bank of America
17
Bank of America
North Carolina
$521 +$65 +7 +17%
SS
18
SBI Securities
Japan
$11 – – –
Wells Fargo
19
Wells Fargo
California
$3 – – –

SSBI Hedge Fund Activity: Q2 2025 in Review

18 of the 7,604 institutional investors tracked by Wall St. Rank reported a position in Summit State Bank (SSBI) for Q2 2025, worth a combined $19.6M — up 21% from $16.2M a quarter earlier.

Fund positioning in SSBI was balanced in Q2 2025: 0 funds opened new positions, 0 closed out, 8 added to existing stakes and 3 trimmed.

The largest buyer was M3F Inc, adding an estimated $476K. The largest seller was Banc Funds Company, cutting an estimated $410K.

  • 18 institutional investors held Summit State Bank (SSBI) as of Q2 2025, unchanged from Q1 2025.
  • Funds reported $19.6M of Summit State Bank stock for Q2 2025, up 21% quarter-over-quarter.
  • 0 funds opened new Summit State Bank positions in Q2 2025 and 0 closed out.
  • The largest Summit State Bank buyer in Q2 2025 was M3F Inc, an estimated $476K added.
  • The largest Summit State Bank seller in Q2 2025 was Banc Funds Company, an estimated $410K sold.

Based on aggregated 13F filings for Q2 2025.