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National Bank Holdings

207 hedge funds and large institutions have $1.43B invested in National Bank Holdings in 2025 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 88 increasing their positions, 56 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

136% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 14

57% more repeat investments, than reductions

Existing positions increased: 88 | Existing positions reduced: 56

10% more funds holding

Funds holding: 188207 (+19)

3% more capital invested

Capital invested by funds: $1.39B → $1.43B (+$37.9M)

0.11% more ownership

Funds ownership: 97.04%97.15% (+0.11%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
207
Holders Change
+19
Holders Change %
+10.11%
% of All Funds
2.72%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
33
Increased
88
Reduced
56
Closed
14
Calls
$21.6M
Puts
Net Calls
+$21.6M
Net Calls Change
+$12.6M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$213M -$1.53M -39,569 -0.7%
Vanguard Group
2
Vanguard Group
Pennsylvania
$159M -$3M -77,502 -2%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$80.1M +$114K +2,948 +0.1%
Victory Capital Management
4
Victory Capital Management
Texas
$75.1M -$33.5M -864,658 -31%
State Street
5
State Street
Massachusetts
$71.1M +$4.76M +122,885 +7%
Wellington Management Group
6
Wellington Management Group
Massachusetts
$68.6M -$27.9M -718,455 -29%
WHG
7
Westwood Holdings Group
Texas
$57.2M -$3.48M -89,833 -6%
T. Rowe Price Investment Management
8
T. Rowe Price Investment Management
Maryland
$49.7M -$28M -721,216 -36%
SBH
9
Segall Bryant & Hamill
Illinois
$37.3M +$2.39M +61,771 +7%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$35M +$116K +2,988 +0.3%
Renaissance Technologies
11
Renaissance Technologies
New York
$34.1M +$698K +18,000 +2%
N
12
Nuveen
North Carolina
$28.9M +$7.64M +197,185 +36%
ACB
13
Aristotle Capital Boston
Massachusetts
$28.7M -$485K -12,504 -2%
Assenagon Asset Management
14
Assenagon Asset Management
Luxembourg
$25.9M +$26M +669,492 New
Principal Financial Group
15
Principal Financial Group
Iowa
$23.3M -$1.86M -48,079 -7%
First Trust Advisors
16
First Trust Advisors
Illinois
$17.3M -$1.58M -40,808 -8%
LI
17
Leeward Investments
Massachusetts
$17.1M -$388K -10,004 -2%
Charles Schwab
18
Charles Schwab
California
$16.9M +$1.21M +31,307 +8%
American Century Companies
19
American Century Companies
Missouri
$16.6M +$93.5K +2,413 +0.6%
Northern Trust
20
Northern Trust
Illinois
$16.1M +$23.6K +610 +0.1%
MCM
21
Maltese Capital Management
New York
$16M +$349K +9,000 +2%
Goldman Sachs
22
Goldman Sachs
New York
$14.5M +$5.19M +133,855 +56%
DRZID
23
DePrince Race & Zollo Inc (DRZ)
Florida
$14.2M +$14.3M +368,530 New
KCM
24
Kennedy Capital Management
Missouri
$14M +$1.73M +44,702 +14%
Qube Research & Technologies (QRT)
25
Qube Research & Technologies (QRT)
United Kingdom
$13.4M +$4.49M +115,765 +50%

NBHC Hedge Fund Activity: Q3 2025 in Review

207 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in National Bank Holdings (NBHC) for Q3 2025, worth a combined $1.43B — up 2.7% from $1.39B a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new NBHC positions and 14 closed out — a net gain of 19 holders — while 88 added to existing stakes and 56 trimmed.

The largest buyer was Assenagon Asset Management, opening a new position worth an estimated $26M. The largest seller was Victory Capital Management, cutting an estimated $33.5M.

  • 207 institutional investors held National Bank Holdings (NBHC) as of Q3 2025, up from 188 in Q2 2025.
  • Funds reported $1.43B of National Bank Holdings stock for Q3 2025, up 2.7% quarter-over-quarter.
  • 33 funds opened new National Bank Holdings positions in Q3 2025 and 14 closed out, a net change of +19 holders.
  • The largest National Bank Holdings buyer in Q3 2025 was Assenagon Asset Management, an estimated $26M added.
  • The largest National Bank Holdings seller in Q3 2025 was Victory Capital Management, an estimated $33.5M sold.

Based on aggregated 13F filings for Q3 2025.