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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
FPAS
51
Focus Partners Advisor Solutions
Missouri
$4.27M +$8.46K +211 +0.2%
SIMC
52
Squire Investment Management Company
Utah
$4.19M
Millennium Management
53
Millennium Management
New York
$4.1M -$4.9M -122,320 -54%
Legal & General Group
54
Legal & General Group
United Kingdom
$3.78M +$113K +2,815 +3%
Citadel Advisors
55
Citadel Advisors
Florida
$3.62M -$2.98M -74,251 -45%
Citigroup
56
Citigroup
New York
$3.51M +$928K +23,138 +35%
XT
57
XTX Topco
Cayman Islands
$3.21M +$2.33M +58,011 +242%
IC
58
IEQ Capital
California
$2.93M +$460K +11,487 +18%
Swiss National Bank
59
Swiss National Bank
Switzerland
$2.92M
D.E. Shaw & Co
60
D.E. Shaw & Co
New York
$2.86M -$3.04M -75,928 -51%
HSBC Holdings
61
HSBC Holdings
United Kingdom
$2.84M -$4.54M -113,183 -61%
N
62
Numerai
California
$2.8M -$1.44M -35,869 -33%
Franklin Resources
63
Franklin Resources
California
$2.78M +$867K +21,626 +44%
TCBWMS
64
Texas Capital Bank Wealth Management Services
Texas
$2.76M +$2.83M +70,475 New
Ohio Public Employees Retirement System (OPERS)
65
Ohio Public Employees Retirement System (OPERS)
Ohio
$2.49M +$1.32K +33 +0.1%
SG Americas Securities
66
SG Americas Securities
New York
$2.48M +$344K +8,592 +16%
T. Rowe Price Associates
67
T. Rowe Price Associates
Maryland
$2.47M +$244K +6,082 +11%
UBS AM
68
UBS AM
Illinois
$2.26M -$114K -2,846 -5%
Barclays
69
Barclays
United Kingdom
$2.22M -$1.41M -35,163 -38%
Fidelity Investments
70
Fidelity Investments
Massachusetts
$2.21M +$2.17M +54,213 +2,407%
California State Teachers Retirement System (CalSTRS)
71
California State Teachers Retirement System (CalSTRS)
California
$1.93M +$572K +14,266 +41%
Jacobs Levy Equity Management
72
Jacobs Levy Equity Management
New Jersey
$1.88M +$200K +4,988 +12%
Rafferty Asset Management
73
Rafferty Asset Management
New York
$1.82M -$1.88K -47 -0.1%
Prudential Financial
74
Prudential Financial
New Jersey
$1.76M +$370K +9,240 +26%
Canada Life
75
Canada Life
Manitoba, Canada
$1.56M +$140K +3,491 +10%