We are live on ! Find out more
TOWN icon

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
CL
101
Choreo LLC
Illinois
$1.26M +$116K +3,354 +10%
Corient Private Wealth
102
Corient Private Wealth
Florida
$1.26M +$1.3M +37,368 New
Envestnet Asset Management
103
Envestnet Asset Management
Illinois
$1.26M -$83.8K -2,413 -6%
GCM
104
Graham Capital Management
Connecticut
$1.26M +$649K +18,696 +100%
Creative Planning
105
Creative Planning
Kansas
$1.25M +$277K +7,975 +27%
NCM
106
Novare Capital Management
North Carolina
$1.23M +$1.27M +36,500 New
N
107
Numerai
California
$1.22M -$678K -19,521 -35%
ONSWM
108
Old North State Wealth Management
North Carolina
$1.19M +$1.23M +35,290 New
BCA
109
Bay Capital Advisors
Virginia
$1.14M
PPG
110
Peak Planning Group
Colorado
$1.12M -$182K -5,229 -14%
MML Investors Services
111
MML Investors Services
Massachusetts
$1.06M +$702K +20,218 +179%
HIP
112
HUB Investment Partners
Texas
$1.05M +$1.08M +31,121 New
VC
113
VarCov Co
Connecticut
$1.01M +$1.04M +29,989 New
Baird Financial Group
114
Baird Financial Group
Wisconsin
$991K
BNP Paribas Financial Markets
115
BNP Paribas Financial Markets
France
$972K +$404K +11,646 +68%
MFAM
116
Motley Fool Asset Management
Virginia
$946K +$976K +28,094 New
P
117
&Partners
Tennessee
$940K +$608K +17,500 +168%
New York State Common Retirement Fund
118
New York State Common Retirement Fund
New York
$938K +$108K +3,100 +13%
KCM
119
Kanawha Capital Management
Virginia
$926K -$116K -3,350 -11%
EP
120
Edgestream Partners
New Jersey
$917K +$107K +3,092 +13%
SG Americas Securities
121
SG Americas Securities
New York
$874K -$538K -15,482 -37%
LWANC
122
Laurel Wealth Advisors (North Carolina)
North Carolina
$853K +$832K +23,959 +5,916%
CSP
123
Cary Street Partners
Virginia
$835K
ET
124
Entropy Technologies
New York
$831K +$421K +12,111 +96%
Zurich Cantonal Bank
125
Zurich Cantonal Bank
Switzerland
$817K +$257K +7,385 +44%