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Towne Bank

286 hedge funds and large institutions have $1.87B invested in Towne Bank in 2026 Q1 according to their latest regulatory filings, with 64 funds opening new positions, 117 increasing their positions, 62 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

89% more repeat investments, than reductions

Existing positions increased: 117 | Existing positions reduced: 62

83% more first-time investments, than exits

New positions opened: 64 | Existing positions closed: 35

19% more capital invested

Capital invested by funds: $1.57B → $1.87B (+$301M)

11.36% more ownership

Funds ownership: 62.83%74.19% (+11%)

9% more funds holding

Funds holding: 262286 (+24)

Holders
286
Holders Change
+24
Holders Change %
+9.16%
% of All Funds
3.52%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.02%
New
64
Increased
117
Reduced
62
Closed
35
Calls
$825K
Puts
Net Calls
+$825K
Net Calls Change
+$351K
Name Holding Trade Value Shares
Change
Change in
Stake
Optiver Holding
251
Optiver Holding
Netherlands
$9.9K -$208 -6 -2%
GGI
252
Godsey & Gibb Inc
Virginia
$9.53K
GI
253
GAMMA Investing
California
$8.92K +$1.32K +38 +17%
PWPS
254
Pinnacle Wealth Planning Services
Ohio
$8.48K
MCM
255
MAI Capital Management
Ohio
$8.42K +$7.05K +203 +432%
AAP
256
Arax Advisory Partners
Colorado
$5.72K +$2.01K +58 +52%
RIL
257
Rothschild Investment LLC
Illinois
$4.98K +$3.02K +87 +143%
AFC
258
Ares Financial Consulting
California
$4.35K
DWM
259
Dogwood Wealth Management
Kansas
$4.07K
CAM
260
Costello Asset Management
Pennsylvania
$4.04K +$35 +1 +0.8%
HWA
261
Heritage Wealth Advisors
Virginia
$3.91K
LI
262
LRI Investments
Florida
$3.74K
CSPIA
263
Cary Street Partners Investment Advisory
Virginia
$3.3K +$1.7K +49 +100%
RF
264
Rossby Financial
Florida
$2.75K +$2.81K +81 New
IA
265
IFP Advisors
Florida
$2.02K -$347 -10 -14%
AssetMark Inc
266
AssetMark Inc
California
$1.99K -$521 -15 -20%
ASN
267
Advisory Services Network
Georgia
$1.99K +$2.05K +59 New
FFO
268
Fortitude Family Office
Arizona
$1.45K +$695 +20 +87%
JWA
269
JFS Wealth Advisors
Pennsylvania
$1.35K -$660 -19 -32%
CFO
270
CVA Family Office
Colorado
$1.25K +$1.28K +37 New
EP
271
Essential Partners
California
$1.11K -$903 -26 -44%
BFS
272
Bare Financial Services
Pennsylvania
$976 +$1.01K +29 New
MPWT
273
MassMutual Private Wealth & Trust
Connecticut
$774
RWM
274
Rialto Wealth Management
New York
$741 +$521 +15 +214%
SIC
275
SJS Investment Consulting
Ohio
$607 +$278 +8 +80%