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National Bank Holdings

216 hedge funds and large institutions have $1.62B invested in National Bank Holdings in 2026 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 93 increasing their positions, 57 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

63% more repeat investments, than reductions

Existing positions increased: 93 | Existing positions reduced: 57

16% more capital invested

Capital invested by funds: $1.4B → $1.62B (+$221M)

5% less funds holding

Funds holding: 227216 (-11)

5.39% less ownership

Funds ownership: 97.17%91.78% (-5.4%)

14% less first-time investments, than exits

New positions opened: 38 | Existing positions closed: 44

Holders
216
Holders Change
-11
Holders Change %
-4.85%
% of All Funds
2.66%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.02%
New
38
Increased
93
Reduced
57
Closed
44
Calls
$22.2M
Puts
Net Calls
+$22.2M
Net Calls Change
-$7.84M
Name Holding Trade Value Shares
Change
Change in
Stake
Mitsubishi UFJ Asset Management
176
Mitsubishi UFJ Asset Management
Japan
$27.9K +$24.1K +600 +531%
CMA
177
Cedar Mountain Advisors
Oregon
$23.2K +$22.4K +559 +1,644%
IA
178
IFP Advisors
Florida
$23K +$160 +4 +0.7%
EP
179
Essential Partners
California
$22.2K +$80 +2 +0.4%
HCA
180
Harbor Capital Advisors
Illinois
$22K -$594K -14,807 -96%
RIL
181
Rothschild Investment LLC
Illinois
$18.6K +$5.61K +140 +42%
HFS
182
Hantz Financial Services
Michigan
$17K +$12.3K +306 +222%
VCM
183
Versant Capital Management
Arizona
$16.6K +$2.97K +74 +21%
ASN
184
Advisory Services Network
Georgia
$16.1K +$16.4K +410 New
TWC
185
TD Waterhouse Canada
Ontario, Canada
$15.2K
PFBT
186
Parkside Financial Bank & Trust
Missouri
$12.4K
FFA
187
Farther Finance Advisors
California
$11.2K +$1.36K +34 +14%
RFP
188
Root Financial Partners
California
$9.99K +$10.2K +255 New
AssetMark Inc
189
AssetMark Inc
California
$8.26K -$48.2K -1,202 -85%
New York State Teachers Retirement System (NYSTRS)
190
New York State Teachers Retirement System (NYSTRS)
New York
$8K -$373K -9,306 -98%
SAM
191
Smartleaf Asset Management
Massachusetts
$7.71K -$18.1K -451 -69%
AAP
192
Arax Advisory Partners
Colorado
$7.13K +$7.3K +182 New
SIS
193
Sound Income Strategies
Florida
$7.1K +$80 +2 +1%
UB
194
UMB Bank
Missouri
$6.93K +$681 +17 +11%
TWD
195
True Wealth Design
Ohio
$6.7K -$481 -12 -7%
MCM
196
MAI Capital Management
Ohio
$6.3K +$2.29K +57 +55%
Los Angeles Capital Management
197
Los Angeles Capital Management
California
$6.11K
Jones Financial Companies
198
Jones Financial Companies
Missouri
$4.82K +$4.45K +111 +694%
QL
199
Quarry LP
New York
$4.23K -$9.58K -239 -69%
WA
200
WPG Advisers
Maryland
$1.37K -$1.28K -32 -48%