Avidbank Hldgs Inc (AVBH) Hedge Fund Ownership (Q2 2026)

Avidbank Hldgs Inc (AVBH)

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

Smart Money Signals — AVBH

Based on 92 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 4 quarters in a row

last 6Q

For 4 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

92 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 — +9100% more funds vs a year ago

fund count last 6Q

+91 new funds entered over the past year (+9100% 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 — 64% buying

60 buying34 selling

Last quarter: 60 funds were net buyers (18 opened a brand new position + 42 added to an existing one). Only 34 were sellers (22 trimmed + 12 sold completely). A clear majority buying is a strong confirmation signal.

⚠️

Fewer new buyers each quarter (-14 vs last Q)

new funds entering per quarter

Funds opening this position for the first time: 43 → 24 → 32 → 18. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.

🔄

Mostly new holders — 63% entered in last year

■ 4% conviction (2yr+) ■ 33% medium ■ 63% new

Only 4 funds (4%) 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.

💰

Value +23% but shares only +7% — price-driven

Value

+23%

+7%

Last quarter: the total dollar value of institutional holdings rose +23%, but actual share count only changed +7%. The gap is explained by the stock's price rising — not new buying. Strong value growth with weak share growth means the rally is price momentum, not fresh institutional demand.

📊

Peak discovery — momentum slowing

0 → 43 → 24 → 32 → 18 new funds/Q

New funds entering each quarter: 43 → 24 → 32 → 18. AVBH is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.

🌱

Early stage — 93% of holders entered in last year

■ 7% veterans ■ 0% 1-2yr ■ 93% new

Of 92 current holders: 86 (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 — 39% AUM from major funds

39% from top-100 AUM funds

34 of 92 holders rank in the top 100 by AUM, accounting for 39% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

6.6

out of 10

Moderate Exit Risk

Exit risk score 6.6/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

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.

Metric	All 13F Filers (2026 Q2)	Prior (2026 Q1)	Change
Funds Holding	91	86	5.81%
13F Shares	9M	8M	7.23%
Total Value	$294M	$238M	23.41%
New Positions	18	32	-14
Increased Positions	41	22	+19
Closed Positions	13	10	+3
Reduced Positions	22	22	-
Total Calls	0	0	-
Total Puts	0	0	-
PUT/CALL Ratio	0.0	0.0	Bullish

Metric

All 13F Filers (2026 Q2)

Prior (2026 Q1)

Change

Funds Holding

5.81%

13F Shares

7.23%

Total Value

$294M

$238M

23.41%

New Positions

-14

Increased Positions

+19

Closed Positions

Reduced Positions

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q2)

91 + 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:

FILTER:All New Added To Reduced No Change | Overweight >5%

Top 25 AVBH holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Fourthstone LLC	16.48%	700,818	$23.1M
2	Patriot Financial Partners GP II, L.P.	8.87%	1,050,918	$34.7M
3	Endeavour Capital Advisors Inc	4.46%	658,705	$21.8M
4	Banc Funds Co LLC	3.64%	668,100	$22.1M
5	EJF Capital LP	2.42%	109,350	$3.6M
6	Mendon Capital Advisors Corp	2.23%	190,858	$6.3M
7	Jacobs Asset Management, LLC	1.49%	71,915	$2.4M
8	Elizabeth Park Capital Advisors, Ltd.	1.40%	61,551	$2.0M
9	Maltese Capital Management LLC	0.48%	80,000	$2.6M
10	Curi Capital, LLC	0.09%	181,347	$6.0M
11	Caldwell Sutter Capital, INC.	0.07%	5,500	$182K
12	BetterWealth, LLC	0.05%	8,484	$280K
13	Occudo Quantitative Strategies LP	0.04%	20,470	$676K
14	Adage Capital Partners GP, L.L.C.	0.02%	493,139	$16.3M
15	Composition Wealth, LLC	0.02%	44,200	$1.5M
16	Voleon Capital Management LP	0.02%	27,629	$913K
17	First Eagle Investment Management, LLC	0.02%	284,040	$9.4M
18	Manufacturers Life Insurance Company, the	0.01%	372,756	$12.3M
19	Alliancebernstein L.P.	0.01%	883,421	$25.2M
20	Bridgeway Capital Management, LLC	0.01%	12,500	$413K
21	Trexquant Investment LP	0.01%	34,738	$1.1M
22	XTX Topco Ltd	0.01%	15,711	$519K
23	Two Sigma Investments, LP	0.01%	262,300	$8.7M
24	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	0.01%	10,600	$350K
25	Quadrature Capital Ltd	0.00%	12,339	$408K

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 — 4 quarters in a row: For 4 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 — 64% buying: Last quarter: 60 funds were net buyers (18 opened a brand new position + 42 added to an existing one). Only 34 were sellers (22 trimmed + 12 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for AVBH holders?

Strong quality — 39% AUM from major funds: 34 of 92 holders rank in the top 100 by AUM, accounting for 39% 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 — 63% entered in last year: Only 4 funds (4%) 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.

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.

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Avidbank Hldgs Inc (AVBH)

Smart Money Signals — AVBH

Buying streak — 4 quarters in a row

At the ownership peak (100% of max)

Fast accumulation — +9100% more funds vs a year ago

More buyers than sellers — 64% buying

Fewer new buyers each quarter (-14 vs last Q)

Mostly new holders — 63% entered in last year

Value +23% but shares only +7% — price-driven

Peak discovery — momentum slowing

Early stage — 93% of holders entered in last year

Strong quality — 39% AUM from major funds

Institutional Sentiment Summary — AVBH

Hedge Fund Ownership: AVBH

Market Analysis: AVBH

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: AVBH

Hedge Fund Positioning: AVBH

Statistics: AVBH

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

Frequently Asked Questions — Avidbank Hldgs Inc (AVBH)

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