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National Bank Holdings

179 hedge funds and large institutions have $1.41B invested in National Bank Holdings in 2025 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 57 increasing their positions, 70 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

92% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 13

7% more funds holding

Funds holding: 167179 (+12)

0.55% less ownership

Funds ownership: 97.54%96.98% (-0.55%)

12% less capital invested

Capital invested by funds: $1.6B → $1.41B (-$184M)

19% less repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 70

Holders
179
Holders Change
+12
Holders Change %
+7.19%
% of All Funds
2.4%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
25
Increased
57
Reduced
70
Closed
13
Calls
$4K
Puts
Net Calls
+$4K
Net Calls Change
-$9K
Name Holding Trade Value Shares
Change
Change in
Stake
MCM
26
Maltese Capital Management
New York
$9.57M +$2.2M +52,900 +27%
Goldman Sachs
27
Goldman Sachs
New York
$8.49M -$3.72M -89,462 -29%
Invesco
28
Invesco
Georgia
$8.22M -$686K -16,489 -7%
JP Morgan Chase
29
JP Morgan Chase
New York
$8.11M -$4.98M -119,518 -36%
Russell Investments Group
30
Russell Investments Group
United Kingdom
$7.76M -$5.27M -126,570 -38%
Millennium Management
31
Millennium Management
New York
$7.63M +$7.92M +190,210 +2,058%
BCM
32
Bridgeway Capital Management
Texas
$6.19M +$109K +2,616 +2%
Ameriprise
33
Ameriprise
Minnesota
$6.01M -$418K -10,050 -6%
Bank of America
34
Bank of America
North Carolina
$5.85M +$2.21M +52,985 +53%
PCM
35
Peregrine Capital Management
Minnesota
$5.59M +$516K +12,386 +9%
EF
36
Empowered Funds
Pennsylvania
$5.04M +$109K +2,616 +2%
Public Sector Pension Investment Board (PSP Investments)
37
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$4.62M +$1.08M +25,931 +27%
RhumbLine Advisers
38
RhumbLine Advisers
Massachusetts
$4.37M -$198K -4,764 -4%
FPAS
39
Focus Partners Advisor Solutions
Missouri
$4.1M +$12K +288 +0.3%
SIMC
40
Squire Investment Management Company
Utah
$4.09M +$7.49K +180 +0.2%
Legal & General Group
41
Legal & General Group
United Kingdom
$3.86M -$135K -3,245 -3%
UBS AM
42
UBS AM
Illinois
$3.61M +$401K +9,626 +11%
Jane Street
43
Jane Street
New York
$3.31M +$2.66M +63,989 +284%
Two Sigma Investments
44
Two Sigma Investments
New York
$3.08M +$3.35M +80,474 New
Swiss National Bank
45
Swiss National Bank
Switzerland
$2.82M -$33.3K -800 -1%
UBS Group
46
UBS Group
Switzerland
$2.74M -$2.45M -58,746 -45%
Barclays
47
Barclays
United Kingdom
$2.67M -$925K -22,218 -24%
Citigroup
48
Citigroup
New York
$2.66M -$252K -6,059 -8%
Tudor Investment Corp
49
Tudor Investment Corp
Connecticut
$2.35M -$362K -8,707 -12%
Susquehanna International Group
50
Susquehanna International Group
Pennsylvania
$2.25M +$1.56M +37,428 +176%

NBHC Hedge Fund Activity: Q1 2025 in Review

179 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in National Bank Holdings (NBHC) for Q1 2025, worth a combined $1.41B — down 12% from $1.6B a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new NBHC positions and 13 closed out — a net gain of 12 holders — while 57 added to existing stakes and 70 trimmed.

The largest buyer was First Trust Advisors, adding an estimated $15.7M. The largest seller was DePrince Race & Zollo Inc (DRZ), cutting an estimated $29.2M.

  • 179 institutional investors held National Bank Holdings (NBHC) as of Q1 2025, up from 167 in Q4 2024.
  • Funds reported $1.41B of National Bank Holdings stock for Q1 2025, down 12% quarter-over-quarter.
  • 25 funds opened new National Bank Holdings positions in Q1 2025 and 13 closed out, a net change of +12 holders.
  • The largest National Bank Holdings buyer in Q1 2025 was First Trust Advisors, an estimated $15.7M added.
  • The largest National Bank Holdings seller in Q1 2025 was DePrince Race & Zollo Inc (DRZ), an estimated $29.2M sold.

Based on aggregated 13F filings for Q1 2025.