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National Bank Holdings
NBHC

Overview Fund Activity

187 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, 72 increasing their positions, 62 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
187
Holders Change
+7
Holders Change %
+3.89%
% of All Funds
2.51%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
26
Increased
72
Reduced
62
Closed
16
Calls
$9.03M
Puts
–
Net Calls
+$9.03M
Net Calls Change
+$9.02M

Top Buyers

1
Millennium Management
Millennium Management
New York
+$15.4M
2
MCM
Maltese Capital Management
New York
+$5.83M
3
WHG
Westwood Holdings Group
Texas
+$4.54M
4
N
Numerai
California
+$4.11M
5
CSS
Cubist Systematic Strategies
Connecticut
+$2.61M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$15.2M
2
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
-$9.98M
3
Bank of New York Mellon
Bank of New York Mellon
New York
-$3.75M
4
Principal Financial Group
Principal Financial Group
Iowa
-$2.95M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$2.59M
Name Holding Trade Value Shares
Change 		Shares
Change %
KBC Group
151
KBC Group
Belgium
$59K -$33K -882 -36%
Fidelity Investments
152
Fidelity Investments
Massachusetts
$52.4K -$231K -6,151 -82%
QL
153
Quarry LP
New York
$45.4K -$5.87K -156 -11%
SCM
154
Sterling Capital Management
North Carolina
$38.5K +$14.6K +387 +61%
Carson Wealth (CWM LLC)
155
Carson Wealth (CWM LLC)
Nebraska
$33K +$3.16K +83 +11%
GI
156
GAMMA Investing
California
$25.3K +$5.38K +143 +27%
Raymond James Financial
157
Raymond James Financial
Florida
$24.2K +$24.2K +644 New
Bessemer Group
158
Bessemer Group
New Jersey
$21K +$1.59K +44 +8%
SAM
159
Smartleaf Asset Management
Massachusetts
$19K -$712 -19 -4%
EWA
160
EverSource Wealth Advisors
Alabama
$17.3K +$14.1K +376 +448%
TWC
161
TD Waterhouse Canada
Ontario, Canada
$15K – – –
VCM
162
Versant Capital Management
Arizona
$13.2K – – –
HFS
163
Hantz Financial Services
Michigan
$8K +$2.3K +63 +40%
PFBT
164
Parkside Financial Bank & Trust
Missouri
$7.67K +$7.3K +194 +1,940%
CA
165
Clearstead Advisors
Ohio
$7.18K +$7.18K +191 New
GIA
166
GHP Investment Advisors
Colorado
$6.47K – – –
IA
167
IFP Advisors
Florida
$6.13K -$153 -4 Closed
GWM
168
Geneos Wealth Management
Colorado
$5.91K -$7.75K -206 -57%
BNP Paribas Asset Management
169
BNP Paribas Asset Management
France
$5K +$5K +132 New
Mitsubishi UFJ Asset Management
170
Mitsubishi UFJ Asset Management
Japan
$4.25K – – –
TWD
171
True Wealth Design
Ohio
$4.18K +$4.18K +111 New
ACM
172
Aster Capital Management
United Arab Emirates
$3.99K -$773K -20,561 -99%
FFA
173
Farther Finance Advisors
California
$3.84K -$4.02K -107 -51%
MCM
174
MAI Capital Management
Ohio
$3.54K +$1.39K +37 +65%
UB
175
UMB Bank
Missouri
$3.54K -$75 -2 -2%
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