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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$253M -$3.03M -86,089 -1%
BlackRock
2
BlackRock
New York
$186M -$2.17M -61,723 -1%
T. Rowe Price Investment Management
3
T. Rowe Price Investment Management
Maryland
$150M +$1.71M +48,623 +1%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$148M -$250K -7,097 -0.2%
Victory Capital Management
5
Victory Capital Management
Texas
$88.4M +$15.1M +429,487 +20%
State Street
6
State Street
Massachusetts
$67.3M -$7.09M -201,395 -9%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$59.1M +$1.5M +42,469 +3%
Charles Schwab
8
Charles Schwab
California
$28.1M -$869K -24,673 -3%
Janus Henderson Group
9
Janus Henderson Group
United Kingdom
$26.9M -$270K -7,659 -1%
American Century Companies
10
American Century Companies
Missouri
$23.7M -$2.42M -68,603 -9%
Renaissance Technologies
11
Renaissance Technologies
New York
$23.2M -$1.3M -36,900 -5%
Northern Trust
12
Northern Trust
Illinois
$22.9M -$657K -18,669 -3%
Wellington Management Group
13
Wellington Management Group
Massachusetts
$22.4M -$627K -17,805 -3%
RA
14
Royce & Associates
New York
$19.7M +$1.34M +37,989 +7%
Arrowstreet Capital
15
Arrowstreet Capital
Massachusetts
$18.3M -$1.75M -49,624 -8%
Ameriprise
16
Ameriprise
Minnesota
$17.8M +$138K +3,929 +0.8%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$17.7M -$674K -19,145 -4%
N
18
Nuveen
North Carolina
$15.6M -$72.8K -2,067 -0.5%
Raymond James Financial
19
Raymond James Financial
Florida
$13.2M -$1M -28,470 -7%
Millennium Management
20
Millennium Management
New York
$13.1M +$4.86M +137,988 +57%
JP Morgan Chase
21
JP Morgan Chase
New York
$11.9M -$2.63M -74,562 -18%
Bank of America
22
Bank of America
North Carolina
$11M +$1.55M +44,105 +16%
LN
23
Lightrock Netherlands
Netherlands
$9.68M +$3.02M +85,656 +43%
Morgan Stanley
24
Morgan Stanley
New York
$8.76M -$2.18M -61,905 -19%
Goldman Sachs
25
Goldman Sachs
New York
$8.13M -$6.65M -188,795 -44%

TOWN Hedge Fund Activity: Q1 2025 in Review

234 of the 7,457 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.