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National Bank Holdings

188 hedge funds and large institutions have $1.39B invested in National Bank Holdings in 2025 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 72 increasing their positions, 62 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

69% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 16

16% more repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 62

5% more funds holding

Funds holding: 179188 (+9)

0.06% more ownership

Funds ownership: 96.98%97.04% (+0.06%)

2% less capital invested

Capital invested by funds: $1.41B → $1.39B (-$22.3M)

Holders
188
Holders Change
+9
Holders Change %
+5.03%
% of All Funds
2.47%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
27
Increased
72
Reduced
62
Closed
16
Calls
$9.03M
Puts
Net Calls
+$9.03M
Net Calls Change
+$9.02M
Name Holding Trade Value Shares
Change
Change in
Stake
BIG
176
Brooklyn Investment Group
New York
$2.63K +$2.51K +69 +6,900%
Fifth Third Bancorp
177
Fifth Third Bancorp
Ohio
$2.44K -$2.15K -59 -48%
RIL
178
Rothschild Investment LLC
Illinois
$2.44K -$1.09K -30 -32%
WA
179
WPG Advisers
Maryland
$2.14K +$474 +13 +30%
AGWCA
180
Annis Gardner Whiting Capital Advisors
Florida
$1.02K +$984 +27 New
FMII
181
Farmers & Merchants Investments Inc
Nebraska
$978
TPWA
182
Twin Peaks Wealth Advisors
California
$796 +$765 +21 New
CT
183
Clearstead Trust
Maine
$753 +$729 +20 New
BFS
184
Bare Financial Services
Pennsylvania
$752 +$729 +20 New
Jones Financial Companies
185
Jones Financial Companies
Missouri
$600 +$583 +16 New
LFG
186
Larson Financial Group
Missouri
$150 -$73 -2 -33%
EP
187
Essential Partners
California
$150 +$146 +4 New
HNB
188
Huntington National Bank
Ohio
$38
DRZID
189
DePrince Race & Zollo Inc (DRZ)
Florida
-$1.81M -47,290 Closed
ECM
190
ExodusPoint Capital Management
New York
-$741K -19,364 Closed
CF
191
Corebridge Financial
Texas
-$739K -19,307 Closed
Connor, Clark & Lunn Investment Management (CC&L)
192
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
-$546K -14,274 Closed
DTL
193
Dynamic Technology Lab
Singapore
-$325K -8,516 Closed
CWM
194
CIBC World Markets
New York
-$313K -8,189 Closed
MAM
195
Meeder Asset Management
Ohio
-$249K -6,509 Closed
ECM
196
Everence Capital Management
Indiana
-$235K -6,140 Closed
Squarepoint
197
Squarepoint
New York
-$216K -5,632 Closed
MOACM
198
Mutual of America Capital Management
New York
-$212K -5,542 Closed
QCG
199
Quadrant Capital Group
Ohio
-$69.3K -1,812 Closed
CCM
200
Coldstream Capital Management
Washington
-$53.4K -1,395 Closed

NBHC Hedge Fund Activity: Q2 2025 in Review

188 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in National Bank Holdings (NBHC) for Q2 2025, worth a combined $1.39B — down 1.6% from $1.41B a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new NBHC positions and 16 closed out — a net gain of 11 holders — while 72 added to existing stakes and 62 trimmed.

The largest buyer was Millennium Management, adding an estimated $14.9M. The largest seller was Wellington Management Group, cutting an estimated $14.8M.

  • 188 institutional investors held National Bank Holdings (NBHC) as of Q2 2025, up from 179 in Q1 2025.
  • Funds reported $1.39B of National Bank Holdings stock for Q2 2025, down 1.6% quarter-over-quarter.
  • 27 funds opened new National Bank Holdings positions in Q2 2025 and 16 closed out, a net change of +11 holders.
  • The largest National Bank Holdings buyer in Q2 2025 was Millennium Management, an estimated $14.9M added.
  • The largest National Bank Holdings seller in Q2 2025 was Wellington Management Group, an estimated $14.8M sold.

Based on aggregated 13F filings for Q2 2025.