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National Bank Holdings
NBHC

Overview Fund Activity

186 hedge funds and large institutions have $1.39B invested in National Bank Holdings in 2025 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 71 increasing their positions, 62 reducing their positions, and 16 closing their positions.

Holders
186
Holders Change
+6
Holders Change %
+3.33%
% of All Funds
2.5%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
26
Increased
71
Reduced
62
Closed
16
Calls
$9.03M
Puts
–
Net Calls
+$9.03M
Net Calls Change
+$9.02M

Top Buyers

1
Millennium Management
1
Millennium Management
New York
$22.9M
2
MCM
2
Maltese Capital Management
New York
$15.2M
3
WHG
3
Westwood Holdings Group
Texas
$59.1M
4
N
4
Numerai
California
$4.49M
5
CSS
5
Cubist Systematic Strategies
Connecticut
$2.61M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$93.8M
2
T. Rowe Price Investment Management
2
T. Rowe Price Investment Management
Maryland
$75.5M
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$12M
4
Principal Financial Group
4
Principal Financial Group
Iowa
$24.5M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$5.38M
Name Market Value Shares Shares
Change 		Shares
Change %
Fidelity Investments
151
Fidelity Investments
Massachusetts
$52.4K 1,394 -6,151 -82%
QL
152
Quarry LP
New York
$45.4K 1,206 -156 -11%
SCM
153
Sterling Capital Management
North Carolina
$38.5K 1,024 +387 +61%
Carson Wealth (CWM LLC)
154
Carson Wealth (CWM LLC)
Nebraska
$33K 866 +83 +11%
GI
155
GAMMA Investing
California
$25.3K 673 +143 +27%
Raymond James Financial
156
Raymond James Financial
Florida
$24.2K 644 +644 New
Bessemer Group
157
Bessemer Group
New Jersey
$21K 583 +44 +8%
SAM
158
Smartleaf Asset Management
Massachusetts
$19K 506 -19 -4%
EWA
159
EverSource Wealth Advisors
Alabama
$17.3K 460 +376 +448%
TWC
160
TD Waterhouse Canada
Ontario, Canada
$15K 384 – –
VCM
161
Versant Capital Management
Arizona
$13.2K 351 – –
HFS
162
Hantz Financial Services
Michigan
$8K 219 +63 +40%
PFBT
163
Parkside Financial Bank & Trust
Missouri
$7.67K 204 +194 +1,940%
CA
164
Clearstead Advisors
Ohio
$7.18K 191 +191 New
GIA
165
GHP Investment Advisors
Colorado
$6.47K 172 – –
IA
166
IFP Advisors
Florida
– – -4 Closed
GWM
167
Geneos Wealth Management
Colorado
$5.91K 157 -206 -57%
BNP Paribas Asset Management
168
BNP Paribas Asset Management
France
$5K 132 +132 New
Mitsubishi UFJ Asset Management
169
Mitsubishi UFJ Asset Management
Japan
$4.25K 113 – –
TWD
170
True Wealth Design
Ohio
$4.18K 111 +111 New
ACM
171
Aster Capital Management
United Arab Emirates
$3.99K 106 -20,561 -99%
FFA
172
Farther Finance Advisors
California
$3.84K 102 -107 -51%
MCM
173
MAI Capital Management
Ohio
$3.54K 94 +37 +65%
UB
174
UMB Bank
Missouri
$3.54K 94 -2 -2%
BIG
175
Brooklyn Investment Group
New York
$2.63K 70 +69 +6,900%
5 6
7
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