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National Bank Holdings

216 hedge funds and large institutions have $1.62B invested in National Bank Holdings in 2026 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 93 increasing their positions, 57 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

63% more repeat investments, than reductions

Existing positions increased: 93 | Existing positions reduced: 57

16% more capital invested

Capital invested by funds: $1.4B → $1.62B (+$221M)

5% less funds holding

Funds holding: 227216 (-11)

5.39% less ownership

Funds ownership: 97.17%91.78% (-5.4%)

14% less first-time investments, than exits

New positions opened: 38 | Existing positions closed: 44

Holders
216
Holders Change
-11
Holders Change %
-4.85%
% of All Funds
2.66%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.02%
New
38
Increased
93
Reduced
57
Closed
44
Calls
$22.2M
Puts
Net Calls
+$22.2M
Net Calls Change
-$7.84M
Name Holding Trade Value Shares
Change
Change in
Stake
Goldman Sachs
26
Goldman Sachs
New York
$15.5M -$4.34M -108,157 -21%
American Century Companies
27
American Century Companies
Missouri
$13.5M -$2.74M -68,269 -17%
Morgan Stanley
28
Morgan Stanley
New York
$13.5M -$2.18M -54,386 -14%
Bank of New York Mellon
29
Bank of New York Mellon
New York
$13.5M +$441K +11,010 +3%
SEI Investments
30
SEI Investments
Pennsylvania
$13.2M +$753K +18,785 +6%
NRCM
31
North Reef Capital Management
California
$12.5M +$12.8M +320,352 New
MCM
32
Maltese Capital Management
New York
$11.9M -$1.97M -49,121 -14%
VFT
33
Vanguard Fiduciary Trust
Pennsylvania
$11.1M +$11.3M +282,701 New
BCM
34
Bridgeway Capital Management
Texas
$10.1M +$3.01M +75,042 +41%
Ameriprise
35
Ameriprise
Minnesota
$9.19M +$3.65M +90,952 +63%
Principal Financial Group
36
Principal Financial Group
Iowa
$8.56M -$14.7M -366,382 -63%
EF
37
Empowered Funds
Pennsylvania
$7.78M +$7.96M +198,568 New
AllianceBernstein
38
AllianceBernstein
Tennessee
$7.59M +$6.05M +150,810 +308%
Public Sector Pension Investment Board (PSP Investments)
39
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$6.31M +$1.22M +30,311 +23%
TSW
40
Thompson Siegel & Walmsley
Virginia
$6.09M +$995K +24,815 +19%
Invesco
41
Invesco
Georgia
$6.03M +$2.14M +53,308 +53%
Bessemer Group
42
Bessemer Group
New Jersey
$5.66M +$1.73M +43,200 +43%
JP Morgan Chase
43
JP Morgan Chase
New York
$5.65M -$4.08M -101,711 -41%
Bank of America
44
Bank of America
North Carolina
$5.3M +$1.71M +42,572 +46%
First Trust Advisors
45
First Trust Advisors
Illinois
$5.17M +$70.8K +1,766 +1%
RhumbLine Advisers
46
RhumbLine Advisers
Massachusetts
$4.95M +$568K +14,170 +13%
Boston Partners
47
Boston Partners
Massachusetts
$4.81M +$416K +10,378 +9%
PCM
48
Peregrine Capital Management
Minnesota
$4.8M -$474K -11,817 -9%
JAM
49
Jacobs Asset Management
New York
$4.7M -$2.61M -65,000 -35%
New York State Common Retirement Fund
50
New York State Common Retirement Fund
New York
$4.32M -$89.2K -2,224 -2%