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Summit State Bank

22 hedge funds and large institutions have $20.9M invested in Summit State Bank in 2025 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 2 increasing their positions, 8 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 1

22% more funds holding

Funds holding: 1822 (+4)

6% more capital invested

Capital invested by funds: $19.6M → $20.9M (+$1.25M)

0.56% more ownership

Funds ownership: 37.59%38.15% (+0.56%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

75% less repeat investments, than reductions

Existing positions increased: 2 | Existing positions reduced: 8

Holders
22
Holders Change
+4
Holders Change %
+22.22%
% of All Funds
0.29%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
5
Increased
2
Reduced
8
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MI
1
M3F Inc
Utah
$4.22M +$16.3K +1,379 +0.4%
CSC
2
Caldwell Sutter Capital
California
$4.16M +$590 +50 +0%
BFC
3
Banc Funds Company
Illinois
$3.85M -$732K -62,020 -16%
Vanguard Group
4
Vanguard Group
Pennsylvania
$3.19M -$51.6K -4,372 -2%
AllianceBernstein
5
AllianceBernstein
Tennessee
$1.13M +$1.12M +94,514 New
MCM
6
MAI Capital Management
Ohio
$1.09M
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$903K -$46.6K -3,952 -5%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$630K -$28.9K -2,451 -4%
BCM
9
Bridgeway Capital Management
Texas
$343K
Stifel Financial
10
Stifel Financial
Missouri
$193K +$191K +16,220 New
State Street
11
State Street
Massachusetts
$167K
Susquehanna International Group
12
Susquehanna International Group
Pennsylvania
$166K +$165K +13,974 New
Creative Planning
13
Creative Planning
Kansas
$164K
Northern Trust
14
Northern Trust
Illinois
$159K -$23.1K -1,954 -13%
BlackRock
15
BlackRock
New York
$155K -$32.3K -2,734 -17%
Morgan Stanley
16
Morgan Stanley
New York
$143K
UBS Group
17
UBS Group
Switzerland
$112K -$15.6K -1,322 -12%
SM
18
Salzhauer Michael
$94.5K
JP Morgan Chase
19
JP Morgan Chase
New York
$11.2K +$11.1K +938 New
Bank of America
20
Bank of America
North Carolina
$71 -$496 -42 -88%
SS
21
SBI Securities
Japan
$12
Wells Fargo
22
Wells Fargo
California
$3
Citadel Advisors
23
Citadel Advisors
Florida
-$229K -21,170 Closed
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
+$59 +5 New

SSBI Hedge Fund Activity: Q3 2025 in Review

22 of the 7,631 institutional investors tracked by Wall St. Rank reported a position in Summit State Bank (SSBI) for Q3 2025, worth a combined $20.9M — up 6.4% from $19.6M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new SSBI positions and 1 closed out — a net gain of 4 holders — while 2 added to existing stakes and 8 trimmed.

The largest buyer was AllianceBernstein, opening a new position worth an estimated $1.12M. The largest seller was Banc Funds Company, cutting an estimated $732K.

  • 22 institutional investors held Summit State Bank (SSBI) as of Q3 2025, up from 18 in Q2 2025.
  • Funds reported $20.9M of Summit State Bank stock for Q3 2025, up 6.4% quarter-over-quarter.
  • 5 funds opened new Summit State Bank positions in Q3 2025 and 1 closed out, a net change of +4 holders.
  • The largest Summit State Bank buyer in Q3 2025 was AllianceBernstein, an estimated $1.12M added.
  • The largest Summit State Bank seller in Q3 2025 was Banc Funds Company, an estimated $732K sold.

Based on aggregated 13F filings for Q3 2025.