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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
SC
451
Savant Capital
Illinois
-$219K -4,081 Closed
CC
452
Callan Capital
California
-$218K -4,058 Closed
AHL
453
Abel Hall LLC
Louisiana
-$215K -4,000 Closed
MWM
454
Manske Wealth Management
Texas
-$215K -3,995 Closed
EBT
455
Enterprise Bank & Trust
Massachusetts
-$214K -3,977 Closed
MWM
456
Moran Wealth Management
Florida
-$211K -3,925 Closed
William Blair & Company
457
William Blair & Company
Illinois
-$210K -3,903 Closed
ABLA
458
Alan B. Lancz & Associates
Ohio
-$210K -3,900 Closed
BFS
459
Baskin Financial Services
Ontario, Canada
-$205K -3,824 Closed
KCPG
460
Kavar Capital Partners Group
Kansas
-$204K -3,800 Closed
JPWM
461
Jamison Private Wealth Management
Georgia
-$202K -3,765 Closed
AIP
462
Almanack Investment Partners
Pennsylvania
-$202K -3,758 Closed
HT
463
Headlands Technologies
Illinois
-$131K -2,439 Closed
CFGS
464
Concourse Financial Group Securities
Alabama
-$126K -2,406 Closed
MME
465
Meag Munich Ergo
Germany
-$111K -2,065 Closed
ACA
466
Atlas Capital Advisors
Wyoming
-$83.2K -1,548 Closed
LJHT
467
Laurie J. Hall Trustee
-$32K -600 Closed
Bank Julius Baer & Co
468
Bank Julius Baer & Co
Switzerland
-$49.7K -584 Closed
CTC
469
Central Trust Company
Missouri
-$26.9K -500 Closed
GM
470
GeoWealth Management
Illinois
-$23K -428 Closed
CYG
471
Clean Yield Group
Vermont
-$19.5K -363 Closed
AWM
472
Avior Wealth Management
Nebraska
-$17.1K -319 Closed
LD
473
Lipe & Dalton
New York
-$7K -125 Closed
T
474
Transce3nd
Texas
-$5.37K -100 Closed
VWM
475
Venturi Wealth Management
Texas
-$4.94K -92 Closed