We are live on ! Find out more
SSBI icon

Summit State Bank

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.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 2

14% more funds holding

Funds holding: 2225 (+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: 11 (0)

90% less repeat investments, than reductions

Existing positions increased: 1 | Existing positions reduced: 10

Holders
25
Holders Change
+3
Holders Change %
+13.64%
% of All Funds
0.3%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
5
Increased
1
Reduced
10
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MI
1
M3F Inc
Utah
$4.12M
CSC
2
Caldwell Sutter Capital
California
$4.03M -$28.3K -2,501 -0.7%
AllianceBernstein
3
AllianceBernstein
Tennessee
$3.89M +$2.71M +239,950 +254%
Vanguard Group
4
Vanguard Group
Pennsylvania
$2.99M -$123K -10,870 -4%
BFC
5
Banc Funds Company
Illinois
$2.25M -$1.47M -129,881 -40%
SM
6
Salzhauer Michael
$1.08M
MCM
7
MAI Capital Management
Ohio
$1.05M -$11.3K -1,000 -1%
DSC
8
Daytona Street Capital
Missouri
$883K +$555K +49,095 New
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$810K -$69.8K -6,173 -8%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$605K -$9.94K -879 -2%
BCM
11
Bridgeway Capital Management
Texas
$335K
Stifel Financial
12
Stifel Financial
Missouri
$189K
State Street
13
State Street
Massachusetts
$163K
Creative Planning
14
Creative Planning
Kansas
$160K
Northern Trust
15
Northern Trust
Illinois
$153K -$1.45K -128 -1%
BlackRock
16
BlackRock
New York
$146K -$4.82K -426 -3%
WANY
17
Wealthspire Advisors (New York)
New York
$145K +$141K +12,470 New
Renaissance Technologies
18
Renaissance Technologies
New York
$144K +$140K +12,390 New
Susquehanna International Group
19
Susquehanna International Group
Pennsylvania
$142K -$20K -1,768 -13%
Morgan Stanley
20
Morgan Stanley
New York
$139K
Citadel Advisors
21
Citadel Advisors
Florida
$135K +$131K +11,628 New
JP Morgan Chase
22
JP Morgan Chase
New York
$10.9K
UBS Group
23
UBS Group
Switzerland
$82 -$106K -9,410 -100%
Bank of America
24
Bank of America
North Carolina
$70
Citigroup
25
Citigroup
New York
$12 +$11 +1 New

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.