Who Owns Avidbank Holdings, Inc. (AVBH)?Hedge Fund & Institutional Holders

$27.41-0.25 (-0.90%)Financial ServicesNASDAQ

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$2.8977279122300017e+152T

% of Float Held

—

QoQ Change in Holders

+15 / -2

Price History

$18.30$21.41$24.52$27.62$30.73Jun 24Jun 25Mar 26

AVBH — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
Composition Wealth, LLCNew Position+65K+$1.7M
ELCO Management Co., LLCNew Position+9K+$228K
BetterWealth, LLCNew Position+8K+$225K
CALDWELL SUTTER CAPITAL, INC.New Position+6K+$146K
STRS OHIONew Position+500+$13K
ROYAL BANK OF CANADANew Position+154+$0
Ameritas Investment Partners, Inc.New Position+236+$0
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEMNew Position+177+$0
BRIDGEWAY CAPITAL MANAGEMENT, LLCNew Position+13K+$0
RHUMBLINE ADVISERSNew Position+2K+$0
BNP PARIBAS FINANCIAL MARKETSNew Position+723+$0
MILLENNIUM MANAGEMENT LLCNew Position+25K+$0
Sterling Capital Management LLCNew Position+152+$0
TWO SIGMA ADVISERS, LPNew Position+20K+$0
Cerity Partners LLCNew Position+9K+$0

AVBH — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
BANC FUNDS CO LLCDecreased-81K-$17.3B
WELLINGTON MANAGEMENT GROUP LLPDecreased-157K-$12.7B
MANUFACTURERS LIFE INSURANCE COMPANY, THEDecreased-1K-$10.9B
MENDON CAPITAL ADVISORS CORPDecreased-63K-$7.6B
Curi Capital, LLCDecreased-27K-$6.2B
JACOBS ASSET MANAGEMENT, LLCDecreased-11K-$3.7B
North Reef Capital Management LPDecreased-18K-$3.6B
BOOTHBAY FUND MANAGEMENT, LLCDecreased-41K-$3.5B
FRANKLIN RESOURCES INCDecreased-3K-$3.3B
PMC FIG Opportunities LLCDecreased-54K-$2.4B
Rhino Investment Partners, IncClosed Position-80K-$2.0B
Focus Partners WealthDecreased-7K-$1.1B
UBS Group AGDecreased-5K-$840.9M
Persistent Asset Partners LtdDecreased-16K-$767.9M
GOLDMAN SACHS GROUP INCClosed Position-14K-$363.0M

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1Fourthstone LLC1,091,019$29.0M5.42%Share
2Patriot Financial Partners GP II, L.P.1,050,918$27.9M8.70%Share
3ALLIANCEBERNSTEIN L.P.873,227$23.0M0.01%Share
4ENDEAVOUR CAPITAL ADVISORS INC697,886$18.5M5.16%Share
5BANC FUNDS CO LLC596,430$15.8M3.14%Share
6MANUFACTURERS LIFE INSURANCE COMPANY, THE424,692$11.0M0.01%Share
7WELLINGTON MANAGEMENT GROUP LLP342,071$9.0M0.00%Share
8MENDON CAPITAL ADVISORS CORP234,553$6.2M1.84%Share
9ADAGE CAPITAL PARTNERS GP, L.L.C.220,315$5.0M0.01%Share
10Curi Capital, LLC214,875$5.0M0.09%Share
11VANGUARD GROUP INC177,054$4.7M0.00%Share
12First Eagle Investment Management, LLC153,500$4.1M0.01%Share
13JACOBS ASSET MANAGEMENT, LLC135,000$3.6M2.00%Share
14North Reef Capital Management LP123,671$3.3M0.13%Share
15MALTESE CAPITAL MANAGEMENT LLC116,440$3.1M0.55%Share
16EJF Capital LP116,379$3.1M1.76%Share
17BlackRock, Inc.134,330$3.0M0.00%Share
18FRANKLIN RESOURCES INC125,442$3.0M0.00%Share
19MALTESE CAPITAL MANAGEMENT LLC112,130$3.0M0.53%Share
20MALTESE CAPITAL MANAGEMENT LLC76,430$2.0M0.36%Share
21BOOTHBAY FUND MANAGEMENT, LLC96,674$2.0M0.03%Share
22GEODE CAPITAL MANAGEMENT, LLC96,986$2.0M0.00%Share
23Composition Wealth, LLC65,200$1.7M0.02%Share
24VANGUARD GROUP INC41,114$1.1M0.00%Share
25PMC FIG Opportunities LLC39,293$1.0M1.64%Share
26BlackRock, Inc.66,717$1.0M0.00%Share
27CITADEL ADVISORS LLC41,639$1.0M0.00%Share
28TWO SIGMA INVESTMENTS, LP73,294$1.0M0.00%Share
29KENNEDY CAPITAL MANAGEMENT LLC26,138$694K0.01%Share
30Elizabeth Park Capital Advisors, Ltd.20,000$531K0.44%Share
31UBS Group AG19,087$506K0.00%Share
32Persistent Asset Partners Ltd14,033$372K0.17%Share
33Empirical Financial Services, LLC d.b.a. Empirical Wealth Management10,600$281K0.01%Share
34Ghisallo Capital Management LLC10,000$265K0.01%Share
35UBS Group AG9,000$239K0.00%Share
36ELCO Management Co., LLC8,591$228K0.14%Share
37BetterWealth, LLC8,484$225K0.05%Share
38CALDWELL SUTTER CAPITAL, INC.5,500$146K0.06%Share
39VANGUARD GROUP INC2,489$66K0.00%Share
40STRS OHIO500$13K0.00%Share
41ROYAL BANK OF CANADA16$00.00%Share
42ROYAL BANK OF CANADA115$00.00%Share
43CITADEL ADVISORS LLC17,933$00.00%Share
44TWO SIGMA ADVISERS, LP19,600$00.00%Share
45Tower Research Capital LLC (TRC)304$00.00%Share
46Sterling Capital Management LLC152$00.00%Share
47BANK OF AMERICA CORP /DE/1,710$00.00%Share
48BANK OF AMERICA CORP /DE/111$00.00%Share
49NORTHERN TRUST CORP405$00.00%Share
50NORTHERN TRUST CORP26,751$00.00%Share

AVBH Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 202564$197.8M+26
Q3 202538$196.2B+37
Q2 20251$13.7B+0
Q1 20251$16.6B+0
Q4 20241$15.7B+0
Q3 20241$13.9B+0
Q2 20241$13.2B+0
Q1 20241$13.7M—

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As of Q4 2025, 50 institutional investors hold AVBH (Avidbank Holdings, Inc.). The largest holder is Fourthstone LLC with $29.0M in shares. This quarter, 15 institutions opened new positions and 2 closed their positions.

Frequently Asked Questions

How many hedge funds own AVBH?

As of Q4 2025, 50 institutional investors report holding AVBH (Avidbank Holdings, Inc.) in their 13F filings.

Who is the largest institutional holder of AVBH?

The largest institutional holder of AVBH is Fourthstone LLC with $29.0M in shares.

Is institutional ownership of AVBH increasing or decreasing?

This quarter, 15 institutions opened new positions in AVBH and 2 closed their positions.