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Bar Harbor Bankshares
BHB

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: 131 → 140 (+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

Top Buyers

1
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
+$2.39M
2
BHWM
Bar Harbor Wealth Management
New Hampshire
+$939K
3
UBS Group
UBS Group
Switzerland
+$729K
4
MC
Moors & Cabot
Massachusetts
+$698K
5
Renaissance Technologies
Renaissance Technologies
New York
+$665K

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$2.57M
2
JP Morgan Chase
JP Morgan Chase
New York
-$777K
3
Morgan Stanley
Morgan Stanley
New York
-$741K
4
Goldman Sachs
Goldman Sachs
New York
-$720K
5
JWCA
J.W. Cole Advisors
Florida
-$438K
Name Holding Trade Value Shares
Change 		Change in
Stake
BlackRock
1
BlackRock
New York
$40.9M +$294K +9,412 +0.7%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$33.8M -$2.57M -82,479 -7%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$25.9M -$88.4K -2,831 -0.3%
Vanguard Group
4
Vanguard Group
Pennsylvania
$23.8M +$413K +13,243 +2%
BHWM
5
Bar Harbor Wealth Management
New Hampshire
$13.5M +$939K +30,075 +7%
State Street
6
State Street
Massachusetts
$10.9M -$75.4K -2,414 -0.6%
Manulife (Manufacturers Life Insurance)
7
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$10.3M +$19.6K +627 +0.2%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$10.2M +$367K +11,749 +4%
American Century Companies
9
American Century Companies
Missouri
$7.45M -$207K -6,621 -3%
NSIM
10
North Star Investment Management
Illinois
$4.29M – – –
Northern Trust
11
Northern Trust
Illinois
$4.02M -$280K -8,963 -6%
RC
12
RBF Capital
California
$3.93M – – –
Boston Partners
13
Boston Partners
Massachusetts
$3.58M -$93.2K -2,984 -2%
Renaissance Technologies
14
Renaissance Technologies
New York
$3.13M +$665K +21,300 +25%
BCM
15
Bridgeway Capital Management
Texas
$2.97M +$117K +3,754 +4%
FP
16
Foundry Partners
Minnesota
$2.76M -$18.4K -590 -0.6%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$2.4M -$26.9K -861 -1%
State of New Jersey Common Pension Fund D
18
State of New Jersey Common Pension Fund D
New Jersey
$2.26M +$2.39M +76,601 New
Morgan Stanley
19
Morgan Stanley
New York
$2.17M -$741K -23,732 -24%
EPCA
20
Elizabeth Park Capital Advisors
Ohio
$2.11M – – –
PCM
21
Polaris Capital Management
Massachusetts
$1.85M +$396K +12,700 +25%
JP Morgan Chase
22
JP Morgan Chase
New York
$1.65M -$777K -24,900 -31%
LSV Asset Management
23
LSV Asset Management
Illinois
$1.63M -$106K -3,400 -6%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$1.49M +$157K +5,036 +11%
Barclays
25
Barclays
United Kingdom
$1.47M -$112K -3,589 -7%
1
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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.