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Bar Harbor Bankshares
BHB

Overview Fund Activity

136 hedge funds and large institutions have $268M invested in Bar Harbor Bankshares in 2025 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 50 increasing their positions, 34 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
136
Holders Change
-3
Holders Change %
-2.16%
% of All Funds
1.82%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
50
Reduced
34
Closed
13
Calls
$632K
Puts
$329K
Net Calls
+$303K
Net Calls Change
+$324K

Top Buyers

1
CA
CSM Advisors
Pennsylvania
$2.69M
2
Vanguard Group
Vanguard Group
Pennsylvania
$25.3M
3
TCOV
Trust Company of Vermont
Vermont
$2.2M
4
Northern Trust
Northern Trust
Illinois
$4.96M
5
BHWM
Bar Harbor Wealth Management
New Hampshire
$14.3M

Top Sellers

1
BlackRock
BlackRock
New York
$39.8M
2
UBS Group
UBS Group
Switzerland
$244K
3
M&T Bank
M&T Bank
New York
$0
4
Goldman Sachs
Goldman Sachs
New York
$667K
5
UBS AM
UBS AM
Illinois
$443K
Name Holding Trade Value Shares
Change 		Shares
Change %
SPIA
101
Steward Partners Investment Advisory
New York
$85.7K +$90 +3 +0.1%
Acadian Asset Management
102
Acadian Asset Management
Massachusetts
$74K – – –
Canada Life
103
Canada Life
Manitoba, Canada
$62K +$5.28K +175 +9%
TWC
104
TD Waterhouse Canada
Ontario, Canada
$61.9K – – –
Nisa Investment Advisors
105
Nisa Investment Advisors
Missouri
$51.3K – – –
TF
106
Tompkins Financial
New York
$49.4K – – –
Osaic Holdings
107
Osaic Holdings
Arizona
$48.2K -$275 -9 -0.6%
CYG
108
Clean Yield Group
Vermont
$44.9K – – –
AIP
109
Ameritas Investment Partners
Nebraska
$43.9K – – –
IA
110
IFP Advisors
Florida
$34.3K -$464 -15 -1%
Carson Wealth (CWM LLC)
111
Carson Wealth (CWM LLC)
Nebraska
$26K -$1.06K -36 -4%
B
112
Birchbrook
Maine
$24.7K – – –
EB
113
Eastern Bank
Massachusetts
$20.9K – – –
MPWT
114
MassMutual Private Wealth & Trust
Connecticut
$19.8K – – –
AB
115
Amalgamated Bank
New York
$15K – – –
CIBC Private Wealth Group
116
CIBC Private Wealth Group
Georgia
$15K – – –
CA
117
Clearstead Advisors
Ohio
$14.2K +$14.2K +473 New
RA
118
Rise Advisors
New York
$14K +$150 +5 +1%
EWA
119
EverSource Wealth Advisors
Alabama
$12K +$11.9K +398 +13,267%
SCM
120
Sterling Capital Management
North Carolina
$12K +$4.25K +142 +55%
MWM
121
Mascoma Wealth Management
New Hampshire
$9.34K +$5.24K +175 +128%
1IA
122
1620 Investment Advisors
Massachusetts
$8.09K – – –
Jones Financial Companies
123
Jones Financial Companies
Missouri
$6.68K – – –
BNP Paribas Asset Management
124
BNP Paribas Asset Management
France
$6K +$6K +216 New
AAP
125
Arax Advisory Partners
Colorado
$4.2K +$4.2K +140 New
2 3 4
5
6