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Towne Bank

262 hedge funds and large institutions have $1.57B invested in Towne Bank in 2025 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 101 increasing their positions, 82 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,788% more call options, than puts

Call options by funds: $491K | Put options by funds: $17K

23% more repeat investments, than reductions

Existing positions increased: 101 | Existing positions reduced: 82

14% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 29

1.18% more ownership

Funds ownership: 61.65%62.83% (+1.2%)

0% less funds holding

Funds holding: 263262 (-1)

2% less capital invested

Capital invested by funds: $1.6B → $1.57B (-$24.7M)

Holders
262
Holders Change
-1
Holders Change %
-0.38%
% of All Funds
3.19%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
33
Increased
101
Reduced
82
Closed
29
Calls
$491K
Puts
$17K
Net Calls
+$474K
Net Calls Change
+$520K
Name Holding Trade Value Shares
Change
Change in
Stake
CSB
226
City State Bank
Iowa
$10K
TM
227
Torren Management
California
$9.78K +$9.87K +293 New
GGI
228
Godsey & Gibb Inc
Virginia
$9.44K
HCA
229
Harbor Capital Advisors
Illinois
$9K -$135 -4 -2%
RFP
230
Root Financial Partners
California
$8.51K +$303 +9 +4%
PWPS
231
Pinnacle Wealth Planning Services
Ohio
$8.41K +$8.48K +252 New
PNC Financial Services Group
232
PNC Financial Services Group
Pennsylvania
$8.38K -$236 -7 -3%
GI
233
GAMMA Investing
California
$7.58K -$606 -18 -7%
GRP
234
Global Retirement Partners
California
$6.91K -$30.2K -897 -81%
AFC
235
Ares Financial Consulting
California
$4.27K +$4.31K +128 New
DWM
236
Dogwood Wealth Management
Kansas
$4.04K -$2.32K -69 -36%
CAM
237
Costello Asset Management
Pennsylvania
$3.97K +$34 +1 +0.8%
HWA
238
Heritage Wealth Advisors
Virginia
$3.87K
AAP
239
Arax Advisory Partners
Colorado
$3.74K -$64K -1,900 -94%
LI
240
LRI Investments
Florida
$3.7K +$1.11K +33 +42%
AssetMark Inc
241
AssetMark Inc
California
$2.47K -$64.8K -1,926 -96%
IA
242
IFP Advisors
Florida
$2.34K -$202 -6 -8%
RFS
243
Richardson Financial Services
Massachusetts
$2.1K -$25.4K -753 -92%
RIL
244
Rothschild Investment LLC
Illinois
$2.04K +$370 +11 +22%
JWA
245
JFS Wealth Advisors
Pennsylvania
$1.97K +$505 +15 +34%
EP
246
Essential Partners
California
$1.97K -$3.13K -93 -61%
CSPIA
247
Cary Street Partners Investment Advisory
Virginia
$1.64K -$1.41K -42 -46%
MCM
248
MAI Capital Management
Ohio
$1.57K +$1.58K +47 New
KFAS
249
Keating Financial Advisory Services
Kansas
$868 +$875 +26 New
MPWT
250
MassMutual Private Wealth & Trust
Connecticut
$768