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Bar Harbor Bankshares
BHB

Overview Fund Activity

139 hedge funds and large institutions have $263M invested in Bar Harbor Bankshares in 2025 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 41 increasing their positions, 40 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
139
Holders Change
+9
Holders Change %
+6.92%
% of All Funds
1.89%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
17
Increased
41
Reduced
40
Closed
7
Calls
$6K
Puts
$27K
Net Calls
-$21K
Net Calls Change
-$1.1M

Top Buyers

1
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
+$2.26M
2
BHWM
Bar Harbor Wealth Management
New Hampshire
+$887K
3
UBS Group
UBS Group
Switzerland
+$689K
4
MC
Moors & Cabot
Massachusetts
+$660K
5
Renaissance Technologies
Renaissance Technologies
New York
+$628K

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$2.43M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$735K
3
Morgan Stanley
Morgan Stanley
New York
-$700K
4
Goldman Sachs
Goldman Sachs
New York
-$681K
5
JWCA
J.W. Cole Advisors
Florida
-$438K
Name Holding Trade Value Shares
Change 		Shares
Change %
CCM
126
Coldstream Capital Management
Washington
$4.25K +$4.25K +144 New
GI
127
GAMMA Investing
California
$4.13K +$1.3K +44 +46%
MWM
128
Mascoma Wealth Management
New Hampshire
$4.04K – – –
HNB
129
Huntington National Bank
Ohio
$2.92K – – –
AF
130
Allworth Financial
California
$2.85K -$742 -25 -21%
SW
131
SVB Wealth
Massachusetts
$1.74K +$1.74K +59 New
SAM
132
Smartleaf Asset Management
Massachusetts
$1.37K – – –
US Bancorp
133
US Bancorp
Minnesota
$1.24K +$266 +9 +27%
VCM
134
Versant Capital Management
Arizona
$1.09K -$1.03K -35 -49%
S
135
SignatureFD
Georgia
$561 -$384 -13 -41%
TWD
136
True Wealth Design
Ohio
$118 +$118 +4 New
EWA
137
EverSource Wealth Advisors
Alabama
$89 +$89 +3 New
JWCA
138
J.W. Cole Advisors
Florida
– -$438K -14,325 Closed
DADC
139
D.A. Davidson & Co
Montana
– -$306K -10,013 Closed
Corient Private Wealth
140
Corient Private Wealth
Florida
– -$257K -8,413 Closed
KWA
141
Kingswood Wealth Advisors
California
– -$242K -7,900 Closed
Janus Henderson Group
142
Janus Henderson Group
United Kingdom
– -$201K -6,590 Closed
RS
143
R Squared
Hong Kong
– -$5.63K -184 Closed
GM
144
GeoWealth Management
Illinois
– -$1.07K -35 Closed
2 3 4 5
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