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Scotiabank

505 hedge funds and large institutions have $37.3B invested in Scotiabank in 2026 Q1 according to their latest regulatory filings, with 66 funds opening new positions, 181 increasing their positions, 142 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

74% more first-time investments, than exits

New positions opened: 66 | Existing positions closed: 38

27% more repeat investments, than reductions

Existing positions increased: 181 | Existing positions reduced: 142

5% more funds holding

Funds holding: 482505 (+23)

2.47% less ownership

Funds ownership: 46.11%43.64% (-2.5%)

12% less capital invested

Capital invested by funds: $42.2B → $37.3B (-$4.9B)

20% less funds holding in top 10

Funds holding in top 10: 2520 (-5)

52% less call options, than puts

Call options by funds: $789M | Put options by funds: $1.64B

Holders
505
Holders Change
+23
Holders Change %
+4.77%
% of All Funds
6.22%
Holding in Top 10
20
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-20%
% of All Funds
0.25%
New
66
Increased
181
Reduced
142
Closed
38
Calls
$789M
Puts
$1.64B
Net Calls
-$852M
Net Calls Change
+$731M
Name Holding Trade Value Shares
Change
Change in
Stake
VEA
326
Virtus ETF Advisers
New York
$316K -$77.2K -1,053 -24%
EWA
327
EverSource Wealth Advisors
Alabama
$315K +$131K +1,790 +65%
TCBWMS
328
Texas Capital Bank Wealth Management Services
Texas
$314K +$332K +4,528 New
PAG
329
Private Advisor Group
New Jersey
$312K -$83.5K -1,139 -20%
BAM
330
Burkett Asset Management
$312K +$10.1K +138 +3%
SBF
331
Sara-Bay Financial
Florida
$306K -$32.6K -445 -9%
JAM
332
JCIC Asset Management
Ontario, Canada
$305K +$6.97K +95 +2%
AIM
333
Aigen Investment Management
New York
$305K -$69.5K -948 -23%
ZAM
334
Zevin Asset Management
Massachusetts
$304K
NL
335
NWAM LLC
Washington
$304K +$147 +2 +0%
DBFM
336
Dickmeyer Boyce Financial Management
Indiana
$303K +$321K +4,373 New
AI
337
Atria Investments
North Carolina
$299K +$74.4K +1,014 +31%
HTHT
338
Hemenway Trust Hemenway Trust
New Hampshire
$297K -$30.1K -410 -9%
KAS
339
Kestra Advisory Services
Texas
$288K +$1.25K +17 +0.4%
TFA
340
Transamerica Financial Advisors
Florida
$286K -$3.81K -52 -1%
VVP
341
Venture Visionary Partners
Ohio
$279K
RT
342
Rockland Trust
Massachusetts
$276K
BA
343
Bridgewater Advisors
New York
$275K -$22.7K -310 -8%
FOA
344
Five Oceans Advisors
California
$273K
TCM
345
Triumph Capital Management
Colorado
$273K +$2.42K +33 +0.8%
PFA
346
Pure Financial Advisors
California
$265K +$81K +1,105 +41%
DZ Bank
347
DZ Bank
Germany
$262K +$278K +3,789 +378,900%
AG
348
Ascent Group
Virginia
$259K +$15.3K +209 +6%
ABLA
349
Alan B. Lancz & Associates
Ohio
$256K -$14.7K -200 -5%
IIL
350
Income Insurance Ltd
$255K