Avidbank Hldgs Inc (AVBH): Hedge Fund Ownership & Smart Money Signals (Q1 2026)

Q: Is it too late to buy Avidbank Hldgs Inc (AVBH) following the 2026 Q1 hedge fund 13F filings?

As of today, AVBH has moved +9.9% since the 2026 Q1 13F filing date (May 15, 2026), compared to +5.8% for the XLF sector ETF — an outperformance of +4.1%. Since the quarter end (March 31, 2026), AVBH gained +12.1% vs +9.5% 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.

Avidbank Hldgs Inc (AVBH)

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

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.

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

Metric

All 13F Filers (2026 Q1)

Prior (2025 Q4)

Change

Funds Holding

32.81%

13F Shares

5.54%

Total Value

$238M

$212M

12.31%

New Positions

Increased Positions

Closed Positions

Reduced Positions

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

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:

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

Top 25 AVBH holders by conviction (% of portfolio weight) — 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 +9.9% since the 2026 Q1 13F filing date (May 15, 2026), compared to +5.8% for the XLF sector ETF — an outperformance of +4.1%. Since the quarter end (March 31, 2026), AVBH has gained +12.1% vs +9.5% 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.

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Avidbank Hldgs Inc (AVBH)

Smart Money Signals — AVBH

Buying streak — 3 quarters in a row

At the ownership peak (100% of max)

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

More buyers than sellers — 63% buying

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

Mostly new holders — 93% entered in last year

Growing discovery — still being found

Early stage — 93% of holders entered in last year

Strong quality — 27% 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

Is It Too Late to Buy Avidbank Hldgs Inc (AVBH) Based on Hedge Fund 13F Filings?

Hedge Fund Positioning: AVBH

Statistics: AVBH

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q1)

Frequently Asked Questions — Avidbank Hldgs Inc (AVBH)

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