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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
Jones Financial Companies
126
Jones Financial Companies
Missouri
$6.69K
CCM
127
Coldstream Capital Management
Washington
$4.25K +$4.5K +144 New
GI
128
GAMMA Investing
California
$4.13K +$1.37K +44 +46%
MWM
129
Mascoma Wealth Management
New Hampshire
$4.04K
HNB
130
Huntington National Bank
Ohio
$2.92K
AF
131
Allworth Financial
California
$2.85K -$780 -25 -21%
SW
132
SVB Wealth
Massachusetts
$1.74K +$1.84K +59 New
SAM
133
Smartleaf Asset Management
Massachusetts
$1.37K
US Bancorp
134
US Bancorp
Minnesota
$1.24K +$281 +9 +27%
VCM
135
Versant Capital Management
Arizona
$1.09K -$1.09K -35 -49%
S
136
SignatureFD
Georgia
$561 -$406 -13 -41%
TWD
137
True Wealth Design
Ohio
$118 +$125 +4 New
EWA
138
EverSource Wealth Advisors
Alabama
$89 +$94 +3 New
JWCA
139
J.W. Cole Advisors
Florida
-$438K -14,325 Closed
DADC
140
D.A. Davidson & Co
Montana
-$306K -10,013 Closed
Corient Private Wealth
141
Corient Private Wealth
Florida
-$257K -8,413 Closed
KWA
142
Kingswood Wealth Advisors
California
-$242K -7,900 Closed
Janus Henderson Group
143
Janus Henderson Group
United Kingdom
-$201K -6,590 Closed
RS
144
R Squared
Hong Kong
-$5.63K -184 Closed
GM
145
GeoWealth Management
Illinois
-$1.07K -35 Closed
C
146
Covestor
United Kingdom
-$62 -2 -25%
Bessemer Group
147
Bessemer Group
New Jersey
+$375 +12 New

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.