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National Bank Holdings
NBHC

Overview Fund Activity

180 hedge funds and large institutions have $1.41B invested in National Bank Holdings in 2025 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 56 increasing their positions, 70 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
180
Holders Change
+13
Holders Change %
+7.78%
% of All Funds
2.44%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
27
Increased
56
Reduced
70
Closed
13
Calls
$4K
Puts
–
Net Calls
+$4K
Net Calls Change
-$9K

Top Buyers

1
First Trust Advisors
First Trust Advisors
Illinois
+$14.5M
2
WHG
Westwood Holdings Group
Texas
+$12.8M
3
Millennium Management
Millennium Management
New York
+$7.28M
4
Boston Partners
Boston Partners
Massachusetts
+$6.27M
5
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$3.35M

Top Sellers

1
DRZID
DePrince Race & Zollo Inc (DRZ)
Florida
-$26.8M
2
Bank of New York Mellon
Bank of New York Mellon
New York
-$8.2M
3
ACB
Aristotle Capital Boston
Massachusetts
-$7.04M
4
State Street
State Street
Massachusetts
-$6.99M
5
Russell Investments Group
Russell Investments Group
United Kingdom
-$4.84M
Name Holding Trade Value Shares
Change 		Shares
Change %
Carson Wealth (CWM LLC)
151
Carson Wealth (CWM LLC)
Nebraska
$30K +$18.4K +480 +158%
SCM
152
Sterling Capital Management
North Carolina
$24.4K -$20.8K -544 -46%
QT
153
Quantbot Technologies
New York
$23.3K +$23.3K +610 New
SAM
154
Smartleaf Asset Management
Massachusetts
$20.4K -$155 -4 -0.8%
GI
155
GAMMA Investing
California
$20.3K +$3.6K +94 +22%
Bessemer Group
156
Bessemer Group
New Jersey
$20K -$1.45K -39 -7%
TWC
157
TD Waterhouse Canada
Ontario, Canada
$14.8K – – –
GWM
158
Geneos Wealth Management
Colorado
$13.9K +$12K +314 +641%
VCM
159
Versant Capital Management
Arizona
$13.4K – – –
LC
160
Lindbrook Capital
California
$8.27K – – –
FFA
161
Farther Finance Advisors
California
$8.03K -$1.85K -48 -19%
GIA
162
GHP Investment Advisors
Colorado
$6.58K – – –
HFS
163
Hantz Financial Services
Michigan
$6K – – –
Fifth Third Bancorp
164
Fifth Third Bancorp
Ohio
$4.75K +$3.44K +90 +265%
Mitsubishi UFJ Asset Management
165
Mitsubishi UFJ Asset Management
Japan
$4.33K – – –
UB
166
UMB Bank
Missouri
$3.67K – – –
RIL
167
Rothschild Investment LLC
Illinois
$3.64K +$2.87K +75 +375%
EWA
168
EverSource Wealth Advisors
Alabama
$3.22K +$2.07K +54 +180%
MCM
169
MAI Capital Management
Ohio
$2.18K +$1.23K +32 +128%
WA
170
WPG Advisers
Maryland
$1.68K +$1.03K +27 +159%
C
171
Covestor
United Kingdom
$1K -$1.75K -28 -64%
FMII
172
Farmers & Merchants Investments Inc
Nebraska
$995 -$153 -4 -13%
PTC
173
Private Trust Company
Ohio
$957 +$957 +25 New
SPIA
174
Steward Partners Investment Advisory
New York
$421 – – –
PFBT
175
Parkside Financial Bank & Trust
Missouri
$383 +$383 +10 New
4 5 6
7
8