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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
BFPW
376
BOK Financial Private Wealth
Colorado
$17.4K
IA
377
IFP Advisors
Florida
$14.9K
CBT
378
Crews Bank & Trust
Florida
$14.2K
LFG
379
Larson Financial Group
Missouri
$14.2K
CFB
380
Cullen/Frost Bankers
Texas
$13.7K +$14.5K +288 New
AF
381
Allworth Financial
California
$13.3K -$18.3K -365 -57%
CWM
382
Consultiva Wealth Management
Puerto Rico
$12.8K
RIL
383
Rothschild Investment LLC
Illinois
$11.9K
TCOV
384
Trust Company of Vermont
Vermont
$11.9K
JWA
385
JFS Wealth Advisors
Pennsylvania
$11.3K -$1K -20 -8%
Optiver Holding
386
Optiver Holding
Netherlands
$10.6K +$11.2K +224 New
SFGP
387
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$10.2K
WF
388
Wayfinding Financial
Washington
$10K +$11.3K +226 New
CCM
389
Coldstream Capital Management
Washington
$9.87K +$10.4K +208 New
ADL
390
Asset Dedication LLC
California
$9.49K
FWM
391
FSA Wealth Management
Massachusetts
$9.49K
ABWM
392
Alpine Bank Wealth Management
Colorado
$9.49K +$10K +200 New
CT
393
Coastline Trust
Rhode Island
$9.25K
GI
394
GAMMA Investing
California
$9.01K
NS
395
NBC Securities
Alabama
$8K +$8.53K +170 New
BIA
396
Bell Investment Advisors
California
$7.73K +$2.06K +41 +34%
GC
397
Garde Capital
Washington
$6.74K +$7.13K +142 New
PWAM
398
Private Wealth Asset Management
Iowa
$6.07K +$6.42K +128 New
FMP
399
Financial Management Professionals
Texas
$5.5K -$3.91K -78 -40%
CFO
400
CVA Family Office
Colorado
$5.45K