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NBT Bancorp

230 hedge funds and large institutions have $1.32B invested in NBT Bancorp in 2025 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 69 increasing their positions, 77 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

220% more call options, than puts

Call options by funds: $1.63M | Put options by funds: $511K

100% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 15

6% more funds holding

Funds holding: 217230 (+13)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1.07% less ownership

Funds ownership: 66.34%65.27% (-1.1%)

10% less repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 77

11% less capital invested

Capital invested by funds: $1.49B → $1.32B (-$171M)

Holders
230
Holders Change
+13
Holders Change %
+5.99%
% of All Funds
3.08%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
30
Increased
69
Reduced
77
Closed
15
Calls
$1.63M
Puts
$511K
Net Calls
+$1.12M
Net Calls Change
-$911K
Name Holding Trade Value Shares
Change
Change in
Stake
SIC
226
SJS Investment Consulting
Ohio
$129
GFPC
227
Global Financial Private Client
Florida
$129 +$92 +2 +200%
TWC
228
TD Waterhouse Canada
Ontario, Canada
$43
Assenagon Asset Management
229
Assenagon Asset Management
Luxembourg
-$12M -251,396 Closed
Canada Pension Plan Investment Board
230
Canada Pension Plan Investment Board
Ontario, Canada
-$1.39M -29,200 Closed
JWCA
231
J.W. Cole Advisors
Florida
-$737K -15,439 Closed
DFCM
232
Dark Forest Capital Management
Puerto Rico
-$585K -12,244 Closed
VI
233
Versor Investments
New York
-$377K -7,900 Closed
CAPTRUST Financial Advisors
234
CAPTRUST Financial Advisors
North Carolina
-$264K -5,525 Closed
FNBTCON
235
First National Bank & Trust Co of Newtown
Pennsylvania
-$202K -4,231 Closed
GWM
236
Geneos Wealth Management
Colorado
-$8.74K -183 Closed
AAP
237
Arax Advisory Partners
Colorado
-$3.63K -76 Closed
EBA
238
Eagle Bay Advisors
New York
-$1.67K -35 Closed
QL
239
Quarry LP
New York
-$1.1K -23 Closed
AWM
240
Avior Wealth Management
Nebraska
-$764 -16 Closed
Jones Financial Companies
241
Jones Financial Companies
Missouri
-$764 -16 Closed
WA
242
WPG Advisers
Maryland
-$334 -7 Closed
CA
243
Continuum Advisory
Idaho
-$287 -6 Closed
C
244
Covestor
United Kingdom
+$231 +5 +83%

NBTB Hedge Fund Activity: Q1 2025 in Review

230 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in NBT Bancorp (NBTB) for Q1 2025, worth a combined $1.32B — down 11% from $1.49B a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new NBTB positions and 15 closed out — a net gain of 15 holders — while 69 added to existing stakes and 77 trimmed.

The largest buyer was State Street, adding an estimated $6.15M. The largest seller was Assenagon Asset Management, exiting entirely with an estimated $12M sold.

  • 230 institutional investors held NBT Bancorp (NBTB) as of Q1 2025, up from 217 in Q4 2024.
  • Funds reported $1.32B of NBT Bancorp stock for Q1 2025, down 11% quarter-over-quarter.
  • 30 funds opened new NBT Bancorp positions in Q1 2025 and 15 closed out, a net change of +15 holders.
  • The largest NBT Bancorp buyer in Q1 2025 was State Street, an estimated $6.15M added.
  • The largest NBT Bancorp seller in Q1 2025 was Assenagon Asset Management, an estimated $12M sold.

Based on aggregated 13F filings for Q1 2025.