Community West Bancshares

CWBC • NASDAQ

Community West Bancshares is a banks - regional company in the financial services sector on NASDAQ, led by Martin E. Plourd, with a market cap of $455.8M. As of Q3 2025, 53% of shares are held by 99 institutional investors, with BlackRock, Inc. as the largest holder at 8.77%.

President and Chief Executive OfficerMartin E. Plourd

Market Cap$455.8M

Banks - Regional

Financial Services

Employees253.0

Websitecommunitywest.com

Country

United States of America

Overview

Overview of institutional ownership in CWBC as of Q3 2025 with a market cap of $398.7M

All Institutions

Institutions: 99
Value Held: $209.6M
Shares Held: 10.1M
Avg Position: $2.1M
Median Position: $408.7K

Hedge Funds

Hedge Funds: 12
Value Held: $53.1M
Shares Held: 2.5M
Avg Position: $4.4M
Median Position: $902.7K

Ownership Breakdown

Institutional (non-HF)

39.25%

$156.5M

Hedge Funds

13.32%

$53.1M

Retail & Other

47.42%

$189.1M

Based on market cap of $398.7M as of Q3 2025. Institutional (non-HF) excludes hedge funds to avoid double counting.

Biggest Investors

Institutions with the largest positions in CWBC as of Q3 2025

Institution	Key People	Position Value	Ownership	Owned Since	Total AUM (Long)
B BlackRock, Inc. Institution	-	$35.0M 0.00% of portfolio	8.77% 1.7M shares	Q1 2017 Held for 8y 8m	$5.67T
Fourthstone LLC Hedge Fund•Long/Short	Amy Morris Stone CEO	$30.5M 5.47% of portfolio	7.65% 1.5M shares	Q4 2023 Held for 1y 11m	$557.6M
VANGUARD GROUP INC Institution	Salim Ramji CEO	$19.7M 0.00% of portfolio	4.94% 945.3K shares	Q2 2018 Held for 7y 5m	$6.69T
DIMENSIONAL FUND ADVISORS LP Long Only Manager	David Paul Butler CEO	$16.4M 0.00% of portfolio	4.11% 786.0K shares	≤ Q2 2013 Held for 12y 5m+	$466.32B
PRIVATE MANAGEMENT GROUP INC RIA/Wealth	Robert Todd Summers President	$11.4M 0.34% of portfolio	2.85% 545.6K shares	Q1 2024 Held for 1y 8m	$3.4B
PL Capital Advisors, LLC Hedge Fund•Activist	Richard J Lashley Managing Partner	$8.9M 3.10% of portfolio	2.22% 425.6K shares	Q4 2019 Held for 5y 11m	$286.3M
GEODE CAPITAL MANAGEMENT LLC ETF Provider	David Kenneth Lane CEO	$8.2M 0.00% of portfolio	2.06% 394.2K shares	Q3 2021 Held for 4y 2m	$1.57T
M MANUFACTURERES LIFE INSURANCE CO Institution	-	$7.2M 0.01% of portfolio	1.81% 346.9K shares	Q4 2023 Held for 1y 11m	$120.17B
STATE STREET CORP Institution	Ronald P. O'Hanley CEO	$6.6M 0.00% of portfolio	1.66% 318.0K shares	Q3 2020 Held for 5y 2m	$2.88T
SYSTEMATIC FINANCIAL MANAGEMENT LP Long Only Manager	Kenneth Burgess CIO	$6.4M 0.16% of portfolio	1.61% 307.1K shares	Q1 2024 Held for 1y 8m	$4.1B

Net Capital Flow

Institutional buying and selling activity for CWBC in Q3 2025

Traded: +$6.1M
Buyers: 45
Sellers: 33
Total Bought: +$13.1M
Total Sold: −$7.0M
Avg Position: $2.0M

Biggest Buyers

Institution	Net Bought	Current Position
B BlackRock, Inc. Institution	+$4.3M +205.3K shares	$35.0M 1.7M shares
FMR LLC Institution	+$1.9M +91.1K shares	$6.0M 287.9K shares
FIRST TRUST ADVISORS LP ETF Provider	+$1.1M +50.9K shares	$1.3M 63.1K shares
A AMERICAN CENTURY COMPANIES INC Institution	+$774.8K +37.2K shares	$2.7M 127.2K shares
RENAISSANCE TECHNOLOGIES LLC Hedge Fund•Quant	+$647.4K +31.1K shares	$1.9M 90.0K shares
AQR CAPITAL MANAGEMENT LLC Hedge Fund•Multi-Strategy	+$617.6K +29.6K shares	$891.2K 42.8K shares
Marshall Wace LLP Institution	+$431.4K +20.7K shares	$1.6M 76.2K shares
POTENTIA WEALTH RIA/Wealth	+$420.2K +20.2K shares	$420.2K 20.2K shares
TWO SIGMA INVESTMENTS LLC Hedge Fund•Multi-Strategy	+$378.3K +18.2K shares	$882.7K 42.4K shares
DIMENSIONAL FUND ADVISORS LP Long Only Manager	+$359.4K +17.2K shares	$16.4M 786.0K shares

Biggest Sellers

Institution	Net Sold	Current Position
Fourthstone LLC Hedge Fund•Long/Short	−$2.3M −111.1K shares	$30.5M 1.5M shares
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	−$1.5M −75.3K shares	Sold Off 0 shares
Mount Yale Investment Advisors, LLC RIA/Wealth	−$496.7K −25.5K shares	Sold Off 0 shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	−$443.4K −22.7K shares	Sold Off 0 shares
EMERALD MUTUAL FUND ADVISERS TRUST Long Only Manager	−$374.0K −19.2K shares	Sold Off 0 shares
ALLIANCEBERNSTEIN L.P. Long Only Manager	−$241.1K −11.6K shares	$408.7K 19.6K shares
C Cubist Systematic Strategies, LLC Institution	−$212.2K −10.9K shares	Sold Off 0 shares
R ROYAL BANK OF CANADA Institution	−$209.5K −10.1K shares	$28.3K 1.4K shares
CITIGROUP INC Institution	−$134.0K −6.4K shares	$18.1K 867.0 shares
B BRIDGEWAY CAPITAL MANAGEMENT INC Long Only Manager	−$125.0K −6.0K shares	$848.2K 40.7K shares

Entry and Exit Activity

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

New Positions: 6
New Value: $359.0K
Exited Positions: 6
Exited Value: $3.0M

New Positions

Institution	Position Value
Quantinno Capital Management LP Hedge Fund•Market Neutral	$309.4K 14.8K shares
SRS Capital Advisors, Inc. RIA/Wealth	$27.5K 1.3K shares
S State of Alaska, Department of Revenue Institution	$15.6K 748.0 shares
O Optiver Holding B.V. Institution	$6.0K 286.0 shares
WHITTIER TRUST CO RIA/Wealth	$459.0 22.0 shares
Sunbelt Securities, Inc. RIA/Wealth	$42.0 2.0 shares

Exited Positions

Institution	Previous Position
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	$1.5M 75.3K shares
Mount Yale Investment Advisors, LLC RIA/Wealth	$496.7K 25.5K shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	$443.4K 22.7K shares
EMERALD MUTUAL FUND ADVISERS TRUST Long Only Manager	$374.0K 19.2K shares
C Cubist Systematic Strategies, LLC Institution	$212.2K 10.9K shares
RAYMOND JAMES FINANCIAL INC RIA/Wealth	$46.2K 2.4K shares

Options Activity

Institutions with the largest Call and Put options positions in CWBC 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 CWBC as the highest % of their portfolio as of Q3 2025

Institution	Key People	Portfolio Weight	Ownership	Owned Since	Total AUM (Long)
Fourthstone LLC Hedge Fund•Long/Short	Amy Morris Stone CEO	5.47% $30.5M	7.65% 1.5M shares	Q4 2023 Held for 1y 11m	$557.6M
PL Capital Advisors, LLC Hedge Fund•Activist	Richard J Lashley Managing Partner	3.10% $8.9M	2.22% 425.6K shares	Q4 2019 Held for 5y 11m	$286.3M
Siena Capital Management, LLC Hedge Fund•Sector	Daniel Kanter President	2.62% $4.4M	1.10% 210.3K shares	Q4 2016 Held for 8y 11m	$167.0M
Cutler Capital Management, LLC Hedge Fund•Convert Bond Arb	Geoffrey Kristopher Allan Dancey President	1.64% $3.4M	0.85% 162.2K shares	Q4 2015 Held for 9y 11m	$205.9M
CALDWELL SUTTER CAPITAL, INC. RIA/Wealth	John Caldwell Helmer Founder	0.66% $1.5M	0.39% 74.1K shares	Q4 2022 Held for 2y 11m	$234.1M
F Fort Hoosac Management, LLC Hedge Fund•Multi-Strategy	Paul Jerome Isaac President	0.63% $914.1K	0.23% 43.9K shares	Q1 2025 Held for 8 months	$145.9M
PRIVATE MANAGEMENT GROUP INC RIA/Wealth	Robert Todd Summers President	0.34% $11.4M	2.85% 545.6K shares	Q1 2024 Held for 1y 8m	$3.4B
Pinnacle Holdings, LLC RIA/Wealth	David Monroe Poarch Managing Partner	0.19% $456.5K	0.11% 21.9K shares	Q1 2024 Held for 1y 8m	$246.2M
Black Maple Capital Management LP Hedge Fund•Multi-Strategy	Robert James Barnard CEO	0.16% $225.2K	0.06% 10.8K shares	Q2 2025 Held for 5 months	$138.0M
POTENTIA WEALTH RIA/Wealth	Kevin C. Swanson Owner	0.16% $420.2K	0.11% 20.2K shares	Q4 2024 Held for 11 months	$262.1M

Hedge Fund Spotlight

Discover hedge funds investing in CWBC

Trexquant Investment LP

Hedge Fund • Quant

Portfolio ManagerTaesoon (Tyger) Park

Portfolio Value: $9.7B
Positions: 1,540
Last Reported: Q3 2025

Sector Allocation

Position in Community West Bancshares

Market Value: $605.4K
Shares Held: 29.0K
Portfolio Weight: 0.01%
Owned Since: 2025-Q2

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