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Of the 10 tracked institutions holding AVBH, 4 have a 3-year clone track record — 4 of them beat the S&P. Average holder's clone alpha: +6.1pt. It's a gauge of who owns the name, not just how many.
Among the 10 tracked institutional investors we monitor, AVBH (AVIDBANK HLDGS INC) is held with a combined value of $38.57M across 1,368,401 shares. The largest holder is ADAGE CAPITAL PARTNERS GP, L.L.C. with a position worth $12.88M (0.02% of their portfolio). 3 funds opened new positions in the most recent quarter. 4 funds increased their holdings. 3 funds reduced their position.
Total Institutional Value
$38.57M
Total Shares Held
1,368,401
Institutional Holders
10
Ranked by estimated dollars moved (share change × implied price). 13F data lags up to 45 days.
| # | Fund | Value↓ | Portfolio % | Change |
|---|---|---|---|---|
| 1 | ADAGE CAPITAL PARTNERS GP, L.L.C. | $12.88M | 0.02% | +105.2% |
| 2 | WELLINGTON MANAGEMENT GROUP LLP | $9.31M | 0.00% | -4.5% |
| 3 | BlackRock, Inc. | $6.34M | 0.00% | +6.6% |
| 4 | VANGUARD GROUP INC | $5.86M | 0.00% | +65.5% |
| 5 | STATE STREET CORP | $1.98M | 0.00% | +187.9% |
| 6 | CITADEL ADVISORS LLC | $1.04M | 0.00% | -38.5% |
| 7 | MILLENNIUM MANAGEMENT LLC | $716.97K | 0.00% | -1.3% |
| 8 | AQR CAPITAL MANAGEMENT LLC | $223.38K | 0.00% | New |
| 9 | Point72 Asset Management, L.P. | $206.06K | 0.00% | New |
| 10 | FMR LLC | $1.17K | 0.00% | New |
As of the latest SEC 13F filings, ADAGE CAPITAL PARTNERS GP, L.L.C. is the largest institutional holder of AVBH with a position worth $12.88M, representing 0.02% of their portfolio. In total, 10 institutional investors hold AVBH with a combined value of $38.57M.
In the most recent quarter, 3 funds opened a new position in AVBH. Additionally, 4 increased their holdings and 3 reduced their positions.
Institutional investors hold $38.57M worth of AVBH stock across 10 positions. The largest institutional holder is ADAGE CAPITAL PARTNERS GP, L.L.C. with $12.88M in holdings.
A 13F filing is a quarterly report required by the SEC from institutional investment managers with over $100 million in assets. It discloses their holdings in U.S. equities. For AVBH, these filings reveal which major funds are accumulating or reducing positions, providing insights into institutional sentiment.
Get notified when hedge funds change their AVBH positions.
Alpha = the manager's 3-year clone return minus the S&P 500. A skilled roster is a stronger tell than a crowded one — though even skilled managers' edge doesn't reliably survive the 13F disclosure lag. Why →
Last Close
$32.61
2026-07-28
YTD
+24.5%
93% of 52-week range
