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Towne Bank

234 hedge funds and large institutions have $1.48B invested in Towne Bank in 2025 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 71 increasing their positions, 79 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

4,786% more call options, than puts

Call options by funds: $342K | Put options by funds: $7K

120% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 15

7% more funds holding

Funds holding: 218234 (+16)

0% more capital invested

Capital invested by funds: $1.48B → $1.48B (+$3.68M)

0.08% less ownership

Funds ownership: 59.69%59.61% (-0.08%)

10% less repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 79

Holders
234
Holders Change
+16
Holders Change %
+7.34%
% of All Funds
3.14%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
33
Increased
71
Reduced
79
Closed
15
Calls
$342K
Puts
$7K
Net Calls
+$335K
Net Calls Change
-$169K
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
151
Fidelity Investments
Massachusetts
$285K +$77.6K +2,205 +36%
HSBC Holdings
152
HSBC Holdings
United Kingdom
$279K -$810 -23 -0.3%
KWA
153
Kingswood Wealth Advisors
California
$264K -$106K -3,000 -28%
ACM
154
Aquatic Capital Management
Illinois
$257K +$264K +7,505 New
State of Wisconsin Investment Board
155
State of Wisconsin Investment Board
Wisconsin
$256K +$7.22K +205 +3%
AIP
156
Ameritas Investment Partners
Nebraska
$251K
Connor, Clark & Lunn Investment Management (CC&L)
157
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$245K -$349K -9,908 -58%
AACP
158
Advantage Alpha Capital Partners
California
$238K -$380K -10,803 -61%
Mariner
159
Mariner
Kansas
$237K +$19K +539 +8%
Canada Life
160
Canada Life
Manitoba, Canada
$232K
OHWP
161
Oak Harbor Wealth Partners
North Carolina
$230K +$16.7K +473 +8%
SEIA
162
Signature Estate & Investment Advisors
California
$230K
IC
163
IEQ Capital
California
$230K +$237K +6,720 New
RA
164
RFG Advisory
Alabama
$222K -$211 -6 -0.1%
MCM
165
Monument Capital Management
Virginia
$219K +$226K +6,416 New
AF
166
Aldebaran Financial
$205K
ECM
167
EMC Capital Management
Texas
$195K
Bessemer Group
168
Bessemer Group
New Jersey
$175K +$104K +2,960 +137%
EWM
169
Evermay Wealth Management
Virginia
$172K
A
170
AlphaQuest
New York
$162K +$70 +2 +0%
BNP Paribas Financial Markets
171
BNP Paribas Financial Markets
France
$142K -$166K -4,701 -53%
KBC Group
172
KBC Group
Belgium
$132K
Nisa Investment Advisors
173
Nisa Investment Advisors
Missouri
$98.2K +$24.6K +700 +33%
TRCT
174
Tower Research Capital (TRC)
New York
$85.2K -$110K -3,128 -56%
AB
175
Amalgamated Bank
New York
$83K +$282 +8 +0.3%

TOWN Hedge Fund Activity: Q1 2025 in Review

234 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Towne Bank (TOWN) for Q1 2025, worth a combined $1.48B — up 0.25% from $1.48B a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new TOWN positions and 15 closed out — a net gain of 18 holders — while 71 added to existing stakes and 79 trimmed.

The largest buyer was Victory Capital Management, adding an estimated $15.1M. The largest seller was FJ Capital Management, exiting entirely with an estimated $9.91M sold.

  • 234 institutional investors held Towne Bank (TOWN) as of Q1 2025, up from 218 in Q4 2024.
  • Funds reported $1.48B of Towne Bank stock for Q1 2025, up 0.25% quarter-over-quarter.
  • 33 funds opened new Towne Bank positions in Q1 2025 and 15 closed out, a net change of +18 holders.
  • The largest Towne Bank buyer in Q1 2025 was Victory Capital Management, an estimated $15.1M added.
  • The largest Towne Bank seller in Q1 2025 was FJ Capital Management, an estimated $9.91M sold.

Based on aggregated 13F filings for Q1 2025.