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Scotiabank

447 hedge funds and large institutions have $35.7B invested in Scotiabank in 2025 Q3 according to their latest regulatory filings, with 66 funds opening new positions, 158 increasing their positions, 148 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

7% more repeat investments, than reductions

Existing positions increased: 158 | Existing positions reduced: 148

1.82% less ownership

Funds ownership: 48.4%46.58% (-1.8%)

56% less call options, than puts

Call options by funds: $930M | Put options by funds: $2.11B

Holders
447
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
27
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$930M
Puts
$2.11B
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FOA
326
Five Oceans Advisors
California
$255K
FPAS
327
Focus Partners Advisor Solutions
Missouri
$253K
ABLA
328
Alan B. Lancz & Associates
Ohio
$252K
MWM
329
Manske Wealth Management
Texas
$250K
GRP
330
Global Retirement Partners
California
$248K
TCM
331
Triumph Capital Management
Colorado
$246K
JPWM
332
Jamison Private Wealth Management
Georgia
$243K
EPIM
333
Evelyn Partners Investment Management
$238K
CCP
334
Clarkston Capital Partners
Michigan
$225K
MA
335
Mutual Advisors
Nebraska
$224K
LFA
336
Legacy Financial Advisors
Kentucky
$224K
Koshinski Asset Management
337
Koshinski Asset Management
Illinois
$224K
AG
338
Ascent Group
Virginia
$222K
GWMIA
339
Global Wealth Management Investment Advisory
Florida
$221K
KCPG
340
Kavar Capital Partners Group
Kansas
$220K
LG
341
Leuthold Group
Minnesota
$219K
PAA
342
Peregrine Asset Advisers
Oregon
$217K
PA
343
Parallel Advisors
California
$215K
KCM
344
Kathmere Capital Management
Pennsylvania
$215K
PA
345
PharVision Advisers
Florida
$210K
AI
346
Atria Investments
North Carolina
$204K
AA
347
Addison Advisors
Vermont
$202K
WIA
348
World Investment Advisors
California
$201K
SS
349
SBI Securities
Japan
$200K
WA
350
Wealthstream Advisors
New York
$200K