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Scotiabank

419 hedge funds and large institutions have $27.3B invested in Scotiabank in 2025 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 154 increasing their positions, 142 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.77% more ownership

Funds ownership: 44.26%46.04% (+1.8%)

8% more repeat investments, than reductions

Existing positions increased: 154 | Existing positions reduced: 142

5% less funds holding

Funds holding: 441419 (-22)

7% less capital invested

Capital invested by funds: $29.3B → $27.3B (-$2.05B)

17% less funds holding in top 10

Funds holding in top 10: 2420 (-4)

18% less call options, than puts

Call options by funds: $787M | Put options by funds: $959M

23% less first-time investments, than exits

New positions opened: 48 | Existing positions closed: 62

Holders
419
Holders Change
-22
Holders Change %
-4.99%
% of All Funds
5.62%
Holding in Top 10
20
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-16.67%
% of All Funds
0.27%
New
48
Increased
154
Reduced
142
Closed
62
Calls
$787M
Puts
$959M
Net Calls
-$172M
Net Calls Change
+$150M
Name Holding Trade Value Shares
Change
Change in
Stake
SBF
301
Sara-Bay Financial
Florida
$240K +$14.8K +294 +6%
CI
302
Corient IA
Florida
$237K +$251K +5,000 New
CCA
303
Checchi Capital Advisers
California
$237K +$35.6K +709 +17%
AG
304
Ascent Group
Virginia
$236K +$250K +4,978 New
CA
305
Callahan Advisors
Texas
$232K -$76.3K -1,520 -24%
WCA
306
Westover Capital Advisors
Delaware
$230K
NL
307
NWAM LLC
Washington
$227K +$100 +2 +0%
SC
308
Syon Capital
California
$227K -$2.96K -59 -1%
TC
309
TownSquare Capital
Utah
$227K -$49.1K -979 -17%
Focus Partners Wealth
310
Focus Partners Wealth
Massachusetts
$227K -$85.5K -1,704 -26%
DAS
311
Dynamic Advisor Solutions
Arizona
$220K +$29.9K +596 +15%
1IA
312
1620 Investment Advisors
Massachusetts
$218K -$9.78K -195 -4%
HCP
313
Hexagon Capital Partners
Arkansas
$210K +$9.18K +183 +4%
HWM
314
HB Wealth Management
Georgia
$209K +$16.4K +327 +8%
RWM
315
Ritholtz Wealth Management
New York
$207K -$255K -5,082 -54%
IC
316
Iconiq Capital
California
$206K -$66.3K -1,321 -23%
VVP
317
Venture Visionary Partners
Ohio
$205K -$29.6K -590 -12%
FFA
318
Farther Finance Advisors
California
$203K +$76.2K +1,518 +54%
MA
319
Mutual Advisors
Nebraska
$201K
SS
320
SBI Securities
Japan
$194K +$2.41K +48 +1%
JAM
321
JCIC Asset Management
Ontario, Canada
$174K +$184K +3,675 New
PS
322
Principal Securities
Iowa
$164K
Northwestern Mutual Wealth Management
323
Northwestern Mutual Wealth Management
Wisconsin
$161K +$40.8K +814 +32%
Mitsubishi UFJ Asset Management
324
Mitsubishi UFJ Asset Management
Japan
$159K +$16.9K +336 +11%
KAS
325
Kestra Advisory Services
Texas
$158K -$43.3K -862 -21%