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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
SPIA
101
Steward Partners Investment Advisory
New York
$84.3K +$94 +3 +0.1%
Acadian Asset Management
102
Acadian Asset Management
Massachusetts
$73K +$77.8K +2,493 New
TWC
103
TD Waterhouse Canada
Ontario, Canada
$59.5K
Canada Life
104
Canada Life
Manitoba, Canada
$55K +$3.62K +116 +7%
Nisa Investment Advisors
105
Nisa Investment Advisors
Missouri
$50.5K +$13.4K +430 +34%
TF
106
Tompkins Financial
New York
$48.7K
HPC
107
HM Payson & Co
Maine
$47.2K
Osaic Holdings
108
Osaic Holdings
Arizona
$46.7K +$281 +9 +0.6%
BNP Paribas Financial Markets
109
BNP Paribas Financial Markets
France
$44.7K -$24.8K -793 -34%
CYG
110
Clean Yield Group
Vermont
$44.3K
AIP
111
Ameritas Investment Partners
Nebraska
$43.2K
IA
112
IFP Advisors
Florida
$33.2K
Carson Wealth (CWM LLC)
113
Carson Wealth (CWM LLC)
Nebraska
$27K +$2.97K +95 +12%
B
114
Birchbrook
Maine
$24.4K +$3.93K +126 +18%
EB
115
Eastern Bank
Massachusetts
$20.6K
MPWT
116
MassMutual Private Wealth & Trust
Connecticut
$19.5K
MWA
117
Medallion Wealth Advisors
Connecticut
$17.7K
QCG
118
Quadrant Capital Group
Ohio
$17.7K +$1.28K +41 +7%
AB
119
Amalgamated Bank
New York
$15K
CIBC Private Wealth Group
120
CIBC Private Wealth Group
Georgia
$14K
RA
121
Rise Advisors
New York
$13.7K +$156 +5 +1%
LC
122
Lindbrook Capital
California
$12.7K -$125 -4 -0.9%
TRCT
123
Tower Research Capital (TRC)
New York
$8.94K -$150K -4,804 -94%
1IA
124
1620 Investment Advisors
Massachusetts
$7.96K
SCM
125
Sterling Capital Management
North Carolina
$7.61K -$6.9K -221 -46%

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.