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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
Stifel Financial
151
Stifel Financial
Missouri
$548K +$3.3K +95 +0.6%
OBGC
152
O'Brien Greene & Co
Pennsylvania
$540K
IWC
153
Integrated Wealth Concepts
Massachusetts
$535K +$37.2K +1,071 +7%
QCG
154
Quadrant Capital Group
Ohio
$518K +$1.6K +46 +0.3%
Commonwealth Equity Services
155
Commonwealth Equity Services
Massachusetts
$516K +$195K +5,607 +58%
II
156
Inspire Investing
Idaho
$512K +$43.8K +1,260 +9%
XF
157
XML Financial
Maryland
$507K
FWTB
158
First Western Trust Bank
Colorado
$505K -$8.61K -248 -2%
OHWP
159
Oak Harbor Wealth Partners
North Carolina
$500K +$281K +8,103 +120%
FGP
160
Freestone Grove Partners
California
$492K +$507K +14,600 New
MM
161
MQS Management
New York
$490K +$275K +7,928 +120%
Royal Bank of Canada
162
Royal Bank of Canada
Ontario, Canada
$484K +$4.45K +128 +0.9%
AG
163
Ascent Group
Virginia
$459K
RAM
164
Redmond Asset Management
Virginia
$458K
Amundi
165
Amundi
France
$452K +$467K +13,432 New
Prudential Financial
166
Prudential Financial
New Jersey
$449K +$464K +13,346 New
Canada Life
167
Canada Life
Manitoba, Canada
$446K +$4.62K +133 +1%
GI
168
GAMCO Investors
Connecticut
$441K +$72.9K +2,100 +19%
Universal-Beteiligungs- und Servicegesellschaft
169
Universal-Beteiligungs- und Servicegesellschaft
Germany
$435K
Pictet Asset Management
170
Pictet Asset Management
Switzerland
$435K +$47.5K +1,369 +12%
KeyBank National Association
171
KeyBank National Association
Ohio
$431K +$521 +15 +0.1%
AWA
172
Arkadios Wealth Advisors
Georgia
$430K +$443K +12,767 New
WWMSC
173
Wagner Wealth Management (South Carolina)
South Carolina
$427K +$440K +12,681 New
VOYA Investment Management
174
VOYA Investment Management
Georgia
$424K -$11.4K -327 -3%
ProShare Advisors
175
ProShare Advisors
Maryland
$420K -$33.2K -956 -7%