Carver Bancorp

CARV • NASDAQ

Carver Bancorp is a banks - regional company in the financial services sector on NASDAQ, led by Donald Felix, with a market cap of $7.5M. As of Q3 2025, 15% of shares are held by 15 institutional investors, with WELLS FARGO & COMPANY/MN as the largest holder at 3.11%.

President and Chief Executive OfficerDonald Felix

Market Cap$7.5M

Banks - Regional

Financial Services

Employees113.0

Websitecarverbank.com

Country

United States of America

Overview

Overview of institutional ownership in CARV as of Q3 2025 with a market cap of $12.2M

All Institutions

Institutions: 15
Value Held: $1.8M
Shares Held: 747.7K
Avg Position: $119.5K
Median Position: $43.0K

Hedge Funds

Hedge Funds: 2
Value Held: $214.7K
Shares Held: 89.5K
Avg Position: $107.3K
Median Position: $107.3K

Ownership Breakdown

Institutional (non-HF)

12.95%

$1.6M

Hedge Funds

1.76%

$214.7K

Retail & Other

85.29%

$10.4M

Based on market cap of $12.2M as of Q3 2025. Institutional (non-HF) excludes hedge funds to avoid double counting.

Biggest Investors

Institutions with the largest positions in CARV as of Q3 2025

Institution	Key People	Position Value	Ownership	Owned Since	Total AUM (Long)
WELLS FARGO & COMPANY/MN Institution	Charles W. Scharf CEO	$378.7K 0.00% of portfolio	3.11% 157.8K shares	Q1 2021 Held for 4y 8m	$488.50B
BANK OF AMERICA CORP /DE/ Institution	Brian T. Moynihan CEO	$353.4K 0.00% of portfolio	2.90% 147.3K shares	Q4 2020 Held for 4y 11m	$1.33T
AMERICAN EXPRESS CO Institution	Stephen J. Squeri CEO	$323.8K 0.03% of portfolio	2.66% 134.9K shares	Q4 2023 Held for 1y 11m	$1.3B
GEODE CAPITAL MANAGEMENT LLC ETF Provider	David Kenneth Lane CEO	$181.8K 0.00% of portfolio	1.50% 76.1K shares	Q3 2021 Held for 4y 2m	$1.57T
VANGUARD GROUP INC Institution	Salim Ramji CEO	$170.4K 0.00% of portfolio	1.40% 71.3K shares	Q4 2020 Held for 4y 11m	$6.69T
RENAISSANCE TECHNOLOGIES LLC Hedge Fund•Quant	Peter Fitzhugh Brown CEO	$164.6K 0.00% of portfolio	1.35% 68.6K shares	Q1 2022 Held for 3y 8m	$75.8B
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	Kenneth Cordele Griffin CEO	$50.0K 0.00% of portfolio	0.41% 20.9K shares	Q3 2025 Held for 2 months	$122.08B
FORTEM FINANCIAL GROUP, LLC RIA/Wealth	Brian Paul Amidei CEO	$43.0K 0.01% of portfolio	0.35% 18.0K shares	Q3 2022 Held for 3y 2m	$348.2M
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	-	$42.9K 0.00% of portfolio	0.35% 18.0K shares	Q2 2025 Held for 5 months	$67.9B
DIMENSIONAL FUND ADVISORS LP Long Only Manager	David Paul Butler CEO	$33.2K 0.00% of portfolio	0.27% 13.9K shares	Q4 2020 Held for 4y 11m	$466.32B

Net Capital Flow

Institutional buying and selling activity for CARV in Q3 2025

Traded: +$69.1K
Buyers: 5
Sellers: 7
Total Bought: +$146.4K
Total Sold: −$77.4K
Avg Position: $99.6K

Biggest Buyers

Institution	Net Bought	Current Position
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	+$50.0K +20.9K shares	$50.0K 20.9K shares
RENAISSANCE TECHNOLOGIES LLC Hedge Fund•Quant	+$43.9K +18.3K shares	$164.6K 68.6K shares
IHT Wealth Management, LLC RIA/Wealth	+$31.2K +13.0K shares	$31.2K 13.0K shares
A Advisor Group Holdings, Inc. Institution	+$10.7K +4.6K shares	$10.9K 4.7K shares
GEODE CAPITAL MANAGEMENT LLC ETF Provider	+$10.6K +4.4K shares	$181.8K 76.1K shares

Biggest Sellers

Institution	Net Sold	Current Position
C CANTOR FITZGERALD, L. P. Institution	−$23.3K −13.5K shares	Sold Off 0 shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	−$21.6K −9.1K shares	$42.9K 18.0K shares
Schonfeld Strategic Advisors LLC Hedge Fund•Multi-Strategy	−$18.3K −10.6K shares	Sold Off 0 shares
DIMENSIONAL FUND ADVISORS LP Long Only Manager	−$8.4K −3.5K shares	$33.2K 13.9K shares
UBS Group AG Institution	−$3.9K −1.6K shares	$448.0 187.0 shares
T Tower Research Capital LLC Institution	−$1.8K −739.0 shares	$3.8K 1.6K shares
BANK OF AMERICA CORP /DE/ Institution	−$7.2 −3.0 shares	$353.4K 147.3K shares

Entry and Exit Activity

Institutions that initiated new positions or completely exited CARV in Q3 2025

New Positions: 1
New Value: $31.2K
Exited Positions: 2
Exited Value: $41.7K

New Positions

Institution	Position Value
IHT Wealth Management, LLC RIA/Wealth	$31.2K 13.0K shares

Exited Positions

Institution	Previous Position
C CANTOR FITZGERALD, L. P. Institution	$23.3K 13.5K shares
Schonfeld Strategic Advisors LLC Hedge Fund•Multi-Strategy	$18.3K 10.6K shares

Options Activity

Institutions with the largest Call and Put options positions in CARV as of Q3 2025

Call Positions: 0
Call Value: -
Put Positions: 0
Put Value: -

Call Positions

Institution	Position Value
No call positions found

Put Positions

Institution	Position Value
No put positions found

Most Committed Institutions

Institutions with CARV as the highest % of their portfolio as of Q3 2025

Institution	Key People	Portfolio Weight	Ownership	Owned Since	Total AUM (Long)
AMERICAN EXPRESS CO Institution	Stephen J. Squeri CEO	0.03% $323.8K	2.66% 134.9K shares	Q4 2023 Held for 1y 11m	$1.3B
FORTEM FINANCIAL GROUP, LLC RIA/Wealth	Brian Paul Amidei CEO	0.01% $43.0K	0.35% 18.0K shares	Q3 2022 Held for 3y 2m	$348.2M
IHT Wealth Management, LLC RIA/Wealth	Steven John Dudash CEO	0.00% $31.2K	0.26% 13.0K shares	Q3 2025 Held for 2 months	$3.9B
RENAISSANCE TECHNOLOGIES LLC Hedge Fund•Quant	Peter Fitzhugh Brown CEO	0.00% $164.6K	1.35% 68.6K shares	Q1 2022 Held for 3y 8m	$75.8B
T Tower Research Capital LLC Institution	-	0.00% $3.8K	0.03% 1.6K shares	Q2 2022 Held for 3y 5m	$3.6B
WELLS FARGO & COMPANY/MN Institution	Charles W. Scharf CEO	0.00% $378.7K	3.11% 157.8K shares	Q1 2021 Held for 4y 8m	$488.50B
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	-	0.00% $42.9K	0.35% 18.0K shares	Q2 2025 Held for 5 months	$67.9B
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	Kenneth Cordele Griffin CEO	0.00% $50.0K	0.41% 20.9K shares	Q3 2025 Held for 2 months	$122.08B
BANK OF AMERICA CORP /DE/ Institution	Brian T. Moynihan CEO	0.00% $353.4K	2.90% 147.3K shares	Q4 2020 Held for 4y 11m	$1.33T
A Advisor Group Holdings, Inc. Institution	-	0.00% $10.9K	0.09% 4.7K shares	Q1 2023 Held for 2y 8m	$71.0B

Hedge Fund Spotlight

Discover hedge funds investing in CARV

RENAISSANCE TECHNOLOGIES LLC

Hedge Fund • Quant

Portfolio ManagerPeter Fitzhugh Brown

Portfolio Value: $75.8B
Positions: 3,419
Last Reported: Q3 2025

Sector Allocation

Position in Carver Bancorp

Market Value: $164.6K
Shares Held: 68.6K
Portfolio Weight: 0.00%
Owned Since: 2022-Q1

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