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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
CPG
401
Cornerstone Planning Group
New Jersey
$5.43K
FMTCOCP
402
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$5K
HBW
403
Hazlett, Burt & Watson
West Virginia
$5K
FP
404
Financial Perspectives
Minnesota
$4.74K
MWA
405
Medallion Wealth Advisors
Connecticut
$4.74K
NECFA
406
New England Capital Financial Advisors
Connecticut
$4.74K
PWA
407
Physician Wealth Advisors
Utah
$4.74K
PCM
408
Penserra Capital Management
California
$4K
HWP
409
Highline Wealth Partners
California
$3.65K
CAWM
410
Capital A Wealth Management
Pennsylvania
$3.51K
BTI
411
Blue Trust Inc
Georgia
$3.23K +$2.76K +55 +423%
NA
412
NewEdge Advisors
Louisiana
$2.41K
ZBNA
413
Zions Bancorporation, National Association
Utah
$2.32K +$2.46K +49 New
MG
414
Mather Group
Illinois
$1.71K
RF
415
Rossby Financial
Florida
$976 +$1K +20 New
SO
416
Sierra Ocean
California
$806
NC
417
NewSquare Capital
Pennsylvania
$474 +$151 +3 +43%
BIG
418
Brooklyn Investment Group
New York
$285 -$4.47K -89 -94%
HNW
419
High Note Wealth
Minnesota
$190
ZIG
420
Zurich Insurance Group
Switzerland
-$96.5M -1,799,344 Closed
NIM
421
Nexus Investment Management
Ontario, Canada
-$37.4M -698,537 Closed
AIM
422
Artemis Investment Management
United Kingdom
-$27.5M -511,877 Closed
GCM
423
Galibier Capital Management
Ontario, Canada
-$25.6M -476,721 Closed
AM
424
AGF Management
Ontario, Canada
-$30.7M -397,097 Closed
WCA
425
Waratah Capital Advisors
Ontario, Canada
-$12.1M -225,137 Closed