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Bar Harbor Bankshares
BHB

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: 140 → 139 (-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

Top Buyers

Rank Fund Capital Flow
1
CA
CSM Advisors
Pennsylvania
+$2.63M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$1.05M
3
TCOV
Trust Company of Vermont
Vermont
+$867K
4
Northern Trust
Northern Trust
Illinois
+$858K
5
BHWM
Bar Harbor Wealth Management
New Hampshire
+$558K

Top Sellers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
-$1.71M
2
UBS Group
UBS Group
Switzerland
-$942K
3
M&T Bank
M&T Bank
New York
-$888K
4
Goldman Sachs
Goldman Sachs
New York
-$650K
5
UBS AM
UBS AM
Illinois
-$489K
Name Holding Trade Value Shares
Change 		Change in
Stake
BlackRock
1
BlackRock
New York
$39.8M -$1.71M -58,396 -4%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$34.4M +$77.9K +2,662 +0.2%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$26.2M -$76.8K -2,623 -0.3%
Vanguard Group
4
Vanguard Group
Pennsylvania
$25.3M +$1.05M +35,741 +4%
BHWM
5
Bar Harbor Wealth Management
New Hampshire
$14.3M +$558K +19,065 +4%
State Street
6
State Street
Massachusetts
$11.3M +$190K +6,473 +2%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$10.9M +$536K +18,306 +5%
Manulife (Manufacturers Life Insurance)
8
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$10.3M -$176K -5,997 -2%
American Century Companies
9
American Century Companies
Missouri
$7.88M +$299K +10,204 +4%
Northern Trust
10
Northern Trust
Illinois
$4.96M +$858K +29,293 +22%
NSIM
11
North Star Investment Management
Illinois
$4.36M – – –
RC
12
RBF Capital
California
$3.99M – – –
Renaissance Technologies
13
Renaissance Technologies
New York
$3.7M +$512K +17,500 +17%
Boston Partners
14
Boston Partners
Massachusetts
$3.59M -$43K -1,470 -1%
BCM
15
Bridgeway Capital Management
Texas
$3.15M +$138K +4,718 +5%
CA
16
CSM Advisors
Pennsylvania
$2.69M +$2.63M +89,710 New
Bank of New York Mellon
17
Bank of New York Mellon
New York
$2.48M +$44.1K +1,506 +2%
Morgan Stanley
18
Morgan Stanley
New York
$2.43M +$220K +7,518 +10%
State of New Jersey Common Pension Fund D
19
State of New Jersey Common Pension Fund D
New Jersey
$2.29M – – –
LSV Asset Management
20
LSV Asset Management
Illinois
$2.22M +$555K +18,964 +34%
TCOV
21
Trust Company of Vermont
Vermont
$2.2M +$867K +29,606 +68%
EPCA
22
Elizabeth Park Capital Advisors
Ohio
$2.15M – – –
PCM
23
Polaris Capital Management
Massachusetts
$1.88M – – –
Barclays
24
Barclays
United Kingdom
$1.78M +$278K +9,503 +19%
EF
25
Empowered Funds
Pennsylvania
$1.63M +$138K +4,718 +10%
1
2 3 4 5

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.