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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
Mitsubishi UFJ Asset Management
201
Mitsubishi UFJ Asset Management
Japan
$10.7K
CSB
202
City State Bank
Iowa
$10.3K
HCM
203
Hollencrest Capital Management
California
$9.74K +$10K +285 New
GGI
204
Godsey & Gibb Inc
Virginia
$9.68K
HCA
205
Harbor Capital Advisors
Illinois
$9K -$697K -19,806 -99%
RFS
206
Richardson Financial Services
Massachusetts
$7.97K +$8.2K +233 New
HIM
207
Hillsdale Investment Management
Ontario, Canada
$6.84K
FFA
208
Farther Finance Advisors
California
$6.46K +$6.34K +180 +1,636%
RIL
209
Rothschild Investment LLC
Illinois
$4.62K +$2.64K +75 +125%
CAM
210
Costello Asset Management
Pennsylvania
$3.97K +$4.08K +116 New
HWA
211
Heritage Wealth Advisors
Virginia
$3.97K
ACM
212
Aster Capital Management
United Arab Emirates
$3.8K +$3.63K +103 New
GI
213
GAMMA Investing
California
$3.62K -$1.51K -43 -29%
CSPIA
214
Cary Street Partners Investment Advisory
Virginia
$3.59K +$2.29K +65 +163%
KIM
215
Kestra Investment Management
Texas
$3.28K +$3.38K +96 New
EWA
216
EverSource Wealth Advisors
Alabama
$2.5K -$810 -23 -24%
JWA
217
JFS Wealth Advisors
Pennsylvania
$1.5K
MPWT
218
MassMutual Private Wealth & Trust
Connecticut
$1.4K +$634 +18 +78%
AAP
219
Arax Advisory Partners
Colorado
$1.3K -$11.5K -326 -90%
BIG
220
Brooklyn Investment Group
New York
$1.23K +$1.27K +36 New
PFBT
221
Parkside Financial Bank & Trust
Missouri
$1.03K +$1.06K +30 New
LFG
222
Larson Financial Group
Missouri
$1.03K +$1.06K +30 New
HWM
223
Hemington Wealth Management
Virginia
$1K +$458 +13 +35%
MSG
224
Main Street Group
Virginia
$821
SC
225
Stephens Consulting
Michigan
$684 +$704 +20 New

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.