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Bar Harbor Bankshares

140 hedge funds and large institutions have $263M invested in Bar Harbor Bankshares in 2025 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 41 increasing their positions, 41 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

129% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 7

7% more funds holding

Funds holding: 131140 (+9)

0.82% more ownership

Funds ownership: 57.29%58.12% (+0.82%)

0% more repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 41

2% less capital invested

Capital invested by funds: $268M → $263M (-$4.89M)

78% less call options, than puts

Call options by funds: $6K | Put options by funds: $27K

Holders
140
Holders Change
+9
Holders Change %
+6.87%
% of All Funds
1.88%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
16
Increased
41
Reduced
41
Closed
7
Calls
$6K
Puts
$27K
Net Calls
-$21K
Net Calls Change
-$1.1M
Name Holding Trade Value Shares
Change
Change in
Stake
N
26
Nuveen
North Carolina
$1.46M -$325K -10,396 -17%
EF
27
Empowered Funds
Pennsylvania
$1.46M +$117K +3,754 +8%
DLP
28
De Lisle Partners
United Kingdom
$1.41M
Goldman Sachs
29
Goldman Sachs
New York
$1.31M -$720K -23,073 -34%
TCOV
30
Trust Company of Vermont
Vermont
$1.29M +$134K +4,282 +11%
Millennium Management
31
Millennium Management
New York
$1.26M +$200K +6,413 +18%
Charles Schwab
32
Charles Schwab
California
$1.24M
CMP
33
Coston McIsaac & Partners
Maine
$1.23M -$19.4K -620 -1%
Two Sigma Investments
34
Two Sigma Investments
New York
$1.22M +$285K +9,125 +28%
UBS Group
35
UBS Group
Switzerland
$1.19M +$729K +23,340 +137%
NGA
36
Naples Global Advisors
Florida
$1.13M -$37.5K -1,200 -3%
SG Americas Securities
37
SG Americas Securities
New York
$944K +$647K +20,717 +183%
BGIM
38
Brandywine Global Investment Management
Pennsylvania
$934K -$44K -1,410 -4%
UBS AM
39
UBS AM
Illinois
$929K +$352K +11,271 +56%
M&T Bank
40
M&T Bank
New York
$888K -$121K -3,889 -11%
Swiss National Bank
41
Swiss National Bank
Switzerland
$882K
Wells Fargo
42
Wells Fargo
California
$865K +$4.5K +144 +0.5%
MC
43
Moors & Cabot
Massachusetts
$865K +$698K +22,365 +322%
Bank of America
44
Bank of America
North Carolina
$849K -$136K -4,355 -13%
Two Sigma Advisers
45
Two Sigma Advisers
New York
$820K +$153K +4,900 +21%
Connor, Clark & Lunn Investment Management (CC&L)
46
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$776K +$95.9K +3,072 +13%
MIC
47
Means Investment Company
Maine
$770K -$117K -3,754 -13%
Thrivent Financial for Lutherans
48
Thrivent Financial for Lutherans
Minnesota
$769K +$52.4K +1,678 +7%
Invesco
49
Invesco
Georgia
$703K -$60.4K -1,934 -8%
Janney Montgomery Scott
50
Janney Montgomery Scott
Pennsylvania
$692K -$55.8K -1,787 -7%

BHB Hedge Fund Activity: Q1 2025 in Review

140 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in Bar Harbor Bankshares (BHB) for Q1 2025, worth a combined $263M — down 1.8% from $268M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new BHB positions and 7 closed out — a net gain of 9 holders — while 41 added to existing stakes and 41 trimmed.

The largest buyer was State of New Jersey Common Pension Fund D, opening a new position worth an estimated $2.39M. The largest seller was Fidelity Investments, cutting an estimated $2.57M.

  • 140 institutional investors held Bar Harbor Bankshares (BHB) as of Q1 2025, up from 131 in Q4 2024.
  • Funds reported $263M of Bar Harbor Bankshares stock for Q1 2025, down 1.8% quarter-over-quarter.
  • 16 funds opened new Bar Harbor Bankshares positions in Q1 2025 and 7 closed out, a net change of +9 holders.
  • The largest Bar Harbor Bankshares buyer in Q1 2025 was State of New Jersey Common Pension Fund D, an estimated $2.39M added.
  • The largest Bar Harbor Bankshares seller in Q1 2025 was Fidelity Investments, an estimated $2.57M sold.

Based on aggregated 13F filings for Q1 2025.