We are live on ! Find out more
BHB icon

Bar Harbor Bankshares

139 hedge funds and large institutions have $268M invested in Bar Harbor Bankshares in 2025 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 50 increasing their positions, 34 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

92% more call options, than puts

Call options by funds: $632K | Put options by funds: $329K

47% more repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 34

8% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 13

2% more capital invested

Capital invested by funds: $263M → $268M (+$5.7M)

0.36% more ownership

Funds ownership: 58.12%58.48% (+0.36%)

1% less funds holding

Funds holding: 140139 (-1)

Holders
139
Holders Change
-1
Holders Change %
-0.71%
% of All Funds
1.83%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
14
Increased
50
Reduced
34
Closed
13
Calls
$632K
Puts
$329K
Net Calls
+$303K
Net Calls Change
+$324K
Name Holding Trade Value Shares
Change
Change in
Stake
SPIA
101
Steward Partners Investment Advisory
New York
$85.7K +$88 +3 +0.1%
Acadian Asset Management
102
Acadian Asset Management
Massachusetts
$74K
Canada Life
103
Canada Life
Manitoba, Canada
$62K +$5.12K +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
HPC
107
HM Payson & Co
Maine
$47.9K
CYG
108
Clean Yield Group
Vermont
$44.9K
AIP
109
Ameritas Investment Partners
Nebraska
$43.9K
IA
110
IFP Advisors
Florida
$34.3K -$439 -15 -1%
Osaic Holdings
111
Osaic Holdings
Arizona
$33.7K -$13.4K -459 -29%
Carson Wealth (CWM LLC)
112
Carson Wealth (CWM LLC)
Nebraska
$26K -$1.05K -36 -4%
B
113
Birchbrook
Maine
$24.7K
EB
114
Eastern Bank
Massachusetts
$20.9K
MPWT
115
MassMutual Private Wealth & Trust
Connecticut
$19.8K
MWA
116
Medallion Wealth Advisors
Connecticut
$18.4K
AB
117
Amalgamated Bank
New York
$15K
CIBC Private Wealth Group
118
CIBC Private Wealth Group
Georgia
$15K
CA
119
Clearstead Advisors
Ohio
$14.2K +$13.8K +473 New
RA
120
Rise Advisors
New York
$14K +$146 +5 +1%
EWA
121
EverSource Wealth Advisors
Alabama
$12K +$11.7K +398 +13,267%
SCM
122
Sterling Capital Management
North Carolina
$12K +$4.16K +142 +55%
MWM
123
Mascoma Wealth Management
New Hampshire
$9.34K +$5.12K +175 +128%
1IA
124
1620 Investment Advisors
Massachusetts
$8.09K
Jones Financial Companies
125
Jones Financial Companies
Missouri
$6.68K

BHB Hedge Fund Activity: Q2 2025 in Review

139 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Bar Harbor Bankshares (BHB) for Q2 2025, worth a combined $268M — up 2.2% from $263M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new BHB positions and 13 closed out — a net gain of 1 holder — while 50 added to existing stakes and 34 trimmed.

The largest buyer was CSM Advisors, opening a new position worth an estimated $2.63M. The largest seller was BlackRock, cutting an estimated $1.71M.

  • 139 institutional investors held Bar Harbor Bankshares (BHB) as of Q2 2025, down from 140 in Q1 2025.
  • Funds reported $268M of Bar Harbor Bankshares stock for Q2 2025, up 2.2% quarter-over-quarter.
  • 14 funds opened new Bar Harbor Bankshares positions in Q2 2025 and 13 closed out, a net change of +1 holder.
  • The largest Bar Harbor Bankshares buyer in Q2 2025 was CSM Advisors, an estimated $2.63M added.
  • The largest Bar Harbor Bankshares seller in Q2 2025 was BlackRock, an estimated $1.71M sold.

Based on aggregated 13F filings for Q2 2025.