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National Bank Holdings

227 hedge funds and large institutions have $1.4B invested in National Bank Holdings in 2025 Q4 according to their latest regulatory filings, with 42 funds opening new positions, 77 increasing their positions, 83 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more ownership

Funds ownership:

more funds holding in top 10

Funds holding in top 10:

2% less capital invested

Capital invested by funds: $1.43B → $1.4B (-$31.2M)

7% less repeat investments, than reductions

Existing positions increased: 77 | Existing positions reduced: 83

Holders
227
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$30.1M
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GRP
176
Global Retirement Partners
California
$65.5K
KBC Group
177
KBC Group
Belgium
$60K
AssetMark Inc
178
AssetMark Inc
California
$53.7K
MAM
179
Meeder Asset Management
Ohio
$47.6K
PWPS
180
Pinnacle Wealth Planning Services
Ohio
$43.4K
GI
181
GAMMA Investing
California
$32.8K
EWA
182
EverSource Wealth Advisors
Alabama
$29K
ACM
183
Aster Capital Management
United Arab Emirates
$28.7K
SAM
184
Smartleaf Asset Management
Massachusetts
$24.9K
AF
185
Allworth Financial
California
$22.7K
IA
186
IFP Advisors
Florida
$22.2K
EP
187
Essential Partners
California
$21.4K
SL
188
Salomon & Ludwin
Virginia
$19.8K
TWC
189
TD Waterhouse Canada
Ontario, Canada
$14.6K
VCM
190
Versant Capital Management
Arizona
$13.3K
QL
191
Quarry LP
New York
$13.2K
RIL
192
Rothschild Investment LLC
Illinois
$12.7K
PFBT
193
Parkside Financial Bank & Trust
Missouri
$12.1K
ECSS
194
Eurizon Capital SGR SpA
$10.3K
FFA
195
Farther Finance Advisors
California
$9.5K
SIS
196
Sound Income Strategies
Florida
$7.29K
TWD
197
True Wealth Design
Ohio
$6.96K
UB
198
UMB Bank
Missouri
$6.08K
Los Angeles Capital Management
199
Los Angeles Capital Management
California
$5.64K
HFS
200
Hantz Financial Services
Michigan
$5K