Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

AVIDBANK HLDGS INC (AVBH)

85 + Investors. Track Smart Money conviction in AVBH. See who's accumulating, reducing, or initiating positions.

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +22
Streak
3Q ▲
Buyers last Q
63%

Smart Money Signals — AVBH

Based on 86 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q
For 3 consecutive quarters, more hedge funds added AVBH than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
86 hedge funds hold AVBH right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
🚀

Fast accumulation — +8500% more funds vs a year ago

fund count last 6Q
+85 new funds entered over the past year (+8500% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟢

More buyers than sellers — 63% buying

54 buying32 selling
Last quarter: 54 funds were net buyers (32 opened a brand new position + 22 added to an existing one). Only 32 were sellers (22 trimmed + 10 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+8 vs last Q)

new funds entering per quarter
Funds opening a new AVBH position: 0 → 43 → 24 → 32. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔄

Mostly new holders — 93% entered in last year

5% conviction (2yr+) 2% medium 93% new
Only 4 funds (5%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.
📈

Growing discovery — still being found

0 → 0 → 43 → 24 → 32 new funds/Q
New funds entering each quarter: 0 → 43 → 24 → 32. A growing number of institutions are discovering AVBH each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🌱

Early stage — 93% of holders entered in last year

7% veterans 0% 1-2yr 93% new
Of 86 current holders: 80 (93%) entered in the past year, only 6 (7%) are 2+ year veterans. This is an early-phase institutional idea — still being discovered. High upside potential if the thesis plays out, but thin conviction base.

Strong quality — 27% AUM from major funds

27% from top-100 AUM funds
28 of 86 holders rank in the top 100 by AUM, accounting for 27% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
7.3
out of 10
High Exit Risk
Exit risk score 7.3/10 — multiple crowding signals converge. Institutional ownership is at 100% of its all-time high — near peak crowding. Crowded trades can unwind fast — a single catalyst can trigger a cascade.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — AVBH

In 2026 Q1, 54 hedge funds were net buyers of AVBH (32 opened a new position, 22 added to an existing one), while 32 reduced or exited (22 trimmed, 10 sold completely) — a 63% buyer ratio, indicating clear institutional accumulation. This marks 3 consecutive quarters of net institutional buying — a persistent conviction signal. 27% of total institutional value in AVBH is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +22 funds (more new holders than closures). Total institutional holders: 86.

Hedge Fund Ownership: AVBH

How many hedge funds hold AVBH — quarterly history vs. share price
Quarterly hedge fund ownership of AVBH vs. share price

Market Analysis: AVBH

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: AVBH

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy AVIDBANK HLDGS INC (AVBH) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much AVBH has moved relative to its sector benchmark (XLF) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 70d ago
AVBH
+12.5%
XLF
+5.8%

AVBH outperformed XLF by +6.7% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 25d ago
AVBH
+9.4%
XLF
+2.2%

Since the filing became public, AVBH outperformed XLF by +7.2% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

10 top-rated funds 2 high-conviction
Consensus
4.5
/ 10
breadth
×
Elite
2.3
/ 10
conviction
Hedge Fund Positioning: AVBH
85 + Investors

Track Smart Money conviction in AVBH. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 85 64 32.81%
13F Shares 8M 8M 5.54%
Total Value $238M $212M 12.31%
New Positions 31 24 +7
Increased Positions 22 15 +7
Closed Positions 10 4 +6
Reduced Positions 22 16 +6
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: AVBH

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Financial Highlights

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Institutional Holders (2026 Q1)

85 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in AVBH. Verified SEC 13F-HR filings.

QUARTER:
Top 25 institutional holders of AVBH — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Patriot Financial Partners GP II, L.P. 7.71% 1,050,918 $30.0M
2 Fourthstone LLC 5.06% 1,046,582 $29.8M
3 ENDEAVOUR CAPITAL ADVISORS INC 4.58% 708,491 $20.2M
4 BANC FUNDS CO LLC 3.53% 665,100 $19.0M
5 MENDON CAPITAL ADVISORS CORP 2.43% 219,678 $6.3M
6 EJF Capital LP 2.28% 113,529 $3.2M
7 JACOBS ASSET MANAGEMENT, LLC 1.52% 88,885 $2.5M
8 Elizabeth Park Capital Advisors, Ltd. 1.35% 61,551 $1.8M
9 MALTESE CAPITAL MANAGEMENT LLC 0.99% 176,200 $5.0M
10 North Reef Capital Management LP 0.12% 123,022 $3.5M
11 ELCO Management Co., LLC 0.12% 8,591 $245K
12 Curi Capital, LLC 0.10% 200,001 $5.7M
13 CALDWELL SUTTER CAPITAL, INC. 0.06% 5,500 $157K
14 BetterWealth, LLC 0.05% 8,484 $242K
15 AXQ CAPITAL, LP 0.04% 9,924 $283K
16 Composition Wealth, LLC 0.02% 54,200 $1.5M
17 ADAGE CAPITAL PARTNERS GP, L.L.C. 0.02% 452,035 $12.9M
18 OCCUDO QUANTITATIVE STRATEGIES LP 0.01% 8,760 $260K
19 MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.01% 421,584 $12.0M
20 Ghisallo Capital Management LLC 0.01% 10,000 $285K
21 ALLIANCEBERNSTEIN L.P. 0.01% 888,281 $23.6M
22 First Eagle Investment Management, LLC 0.01% 197,340 $5.6M
23 BRIDGEWAY CAPITAL MANAGEMENT, LLC 0.01% 12,500 $356K
24 Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.01% 10,600 $302K
25 Trexquant Investment LP 0.00% 16,940 $483K
Investor Ownership
History
% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — AVIDBANK HLDGS INC (AVBH)

What does the Smart Money Trend signal show for AVBH?

Buying streak — 3 quarters in a row: For 3 consecutive quarters, more hedge funds added AVBH than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for AVBH?

More buyers than sellers — 63% buying: Last quarter: 54 funds were net buyers (32 opened a brand new position + 22 added to an existing one). Only 32 were sellers (22 trimmed + 10 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for AVBH holders?

Strong quality — 27% AUM from major funds: 28 of 86 holders rank in the top 100 by AUM, accounting for 27% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held AVBH?

Mostly new holders — 93% entered in last year: Only 4 funds (5%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.

Is it too late to buy AVIDBANK HLDGS INC (AVBH) following the 2026 Q1 hedge fund 13F filings?

As of today, AVBH has moved +9.4% since the 2026 Q1 13F filing date (May 15, 2026), compared to +2.2% for the XLF sector ETF — an outperformance of +7.2%. Since the quarter end (March 31, 2026), AVBH has gained +12.5% vs +5.8% for XLF. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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