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West Bancorporation
WTBA

88 hedge funds and large institutions have $156M invested in West Bancorporation in 2025 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 25 increasing their positions, 33 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 5

2% more funds holding

Funds holding: 86 → 88 (+2)

0.68% more ownership

Funds ownership: 45.91% → 46.59% (+0.68%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

7% less capital invested

Capital invested by funds: $167M → $156M (-$10.9M)

24% less repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 33

Holders
88
Holders Change
+2
Holders Change %
+2.33%
% of All Funds
1.18%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
10
Increased
25
Reduced
33
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
+$2.21M
2
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$2.08M
3
ACA
Aptus Capital Advisors
Alabama
+$768K
4
Vanguard Group
Vanguard Group
Pennsylvania
+$752K
5
Universal-Beteiligungs- und Servicegesellschaft
Universal-Beteiligungs- und Servicegesellschaft
Germany
+$679K

Top Sellers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
-$760K
2
Citadel Advisors
Citadel Advisors
Florida
-$751K
3
JP Morgan Chase
JP Morgan Chase
New York
-$621K
4
Millennium Management
Millennium Management
New York
-$597K
5
Squarepoint
Squarepoint
New York
-$428K
Name Holding Trade Value Shares
Change 		Change in
Stake
TTIC
76
Tower Trust & Investment Company
Iowa
$3.01K +$3.31K +155 New
CCM
77
Coldstream Capital Management
Washington
$2.51K +$2.69K +126 New
CAL
78
Capital Advisors Ltd
Ohio
$2K – – –
JFA
79
JNBA Financial Advisors
Minnesota
$1.99K – – –
MPWT
80
MassMutual Private Wealth & Trust
Connecticut
$1.32K +$171 +8 +14%
AAP
81
Arax Advisory Partners
Colorado
$1.08K – – –
Russell Investments Group
82
Russell Investments Group
United Kingdom
$857 -$1.62K -76 -64%
EWA
83
EverSource Wealth Advisors
Alabama
$698 +$85 +4 +13%
RIL
84
Rothschild Investment LLC
Illinois
$399 – – –
SAM
85
Smartleaf Asset Management
Massachusetts
$260 -$1.11K -52 -80%
SS
86
SBI Securities
Japan
$80 +$21 +1 +33%
TWD
87
True Wealth Design
Ohio
$60 +$64 +3 New
Citadel Advisors
88
Citadel Advisors
Florida
– -$751K -34,682 Closed
Millennium Management
89
Millennium Management
New York
– -$597K -27,590 Closed
Squarepoint
90
Squarepoint
New York
– -$428K -19,786 Closed
Two Sigma Investments
91
Two Sigma Investments
New York
– -$333K -15,377 Closed
Two Sigma Advisers
92
Two Sigma Advisers
New York
– -$299K -13,800 Closed
C
93
Covestor
United Kingdom
– -$107 -5 -36%
1 2 3
4

WTBA Hedge Fund Activity: Q1 2025 in Review

88 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in West Bancorporation (WTBA) for Q1 2025, worth a combined $156M — down 6.5% from $167M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new WTBA positions and 5 closed out — a net gain of 5 holders — while 25 added to existing stakes and 33 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $2.21M. The largest seller was BlackRock, cutting an estimated $760K.

  • 88 institutional investors held West Bancorporation (WTBA) as of Q1 2025, up from 86 in Q4 2024.
  • Funds reported $156M of West Bancorporation stock for Q1 2025, down 6.5% quarter-over-quarter.
  • 10 funds opened new West Bancorporation positions in Q1 2025 and 5 closed out, a net change of +5 holders.
  • The largest West Bancorporation buyer in Q1 2025 was Fidelity Investments, an estimated $2.21M added.
  • The largest West Bancorporation seller in Q1 2025 was BlackRock, an estimated $760K sold.

Based on aggregated 13F filings for Q1 2025.