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NBT Bancorp

298 hedge funds and large institutions have $1.41B invested in NBT Bancorp in 2026 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 103 increasing their positions, 80 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

560% more call options, than puts

Call options by funds: $1.8M | Put options by funds: $273K

109% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 23

29% more repeat investments, than reductions

Existing positions increased: 103 | Existing positions reduced: 80

8% more funds holding

Funds holding: 277298 (+21)

3% more capital invested

Capital invested by funds: $1.37B → $1.41B (+$36.1M)

0.25% more ownership

Funds ownership: 63.19%63.44% (+0.25%)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
298
Holders Change
+21
Holders Change %
+7.58%
% of All Funds
3.67%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
48
Increased
103
Reduced
80
Closed
23
Calls
$1.8M
Puts
$273K
Net Calls
+$1.53M
Net Calls Change
-$64K
Name Holding Trade Value Shares
Change
Change in
Stake
SL
251
Salomon & Ludwin
Virginia
$11.9K
MCM
252
MAI Capital Management
Ohio
$11.7K +$10.6K +244 +813%
AA
253
Ancora Advisors
Ohio
$9.71K
AssetMark Inc
254
AssetMark Inc
California
$9.32K -$21.6K -498 -69%
RIL
255
Rothschild Investment LLC
Illinois
$9.24K +$5.33K +123 +131%
SWM
256
Spire Wealth Management
Virginia
$8.8K
Los Angeles Capital Management
257
Los Angeles Capital Management
California
$8.52K
VCM
258
Versant Capital Management
Arizona
$6.94K +$2.91K +67 +70%
ACM
259
Aster Capital Management
United Arab Emirates
$6.56K +$6.64K +153 New
SIS
260
Sound Income Strategies
Florida
$6.3K +$43 +1 +0.7%
BCWM
261
Bartlett & Co Wealth Management
Ohio
$6.08K
VNT
262
Vanguard National Trust
Pennsylvania
$5.54K +$5.64K +130 New
AAP
263
Arax Advisory Partners
Colorado
$5.11K -$173 -4 -3%
AAS
264
Ameritas Advisory Services
Nebraska
$5.07K +$5.16K +119 New
RFP
265
Root Financial Partners
California
$4.21K +$2.34K +54 +120%
CT
266
Colonial Trust
South Carolina
$4.2K +$1.48K +34 +52%
PA
267
Parallel Advisors
California
$3.92K +$260 +6 +7%
KFAS
268
Keating Financial Advisory Services
Kansas
$3.88K +$1.78K +41 +82%
CMA
269
Cedar Mountain Advisors
Oregon
$3.79K +$3.86K +89 New
SIC
270
Salem Investment Counselors
North Carolina
$2.73K +$2.78K +64 New
Optiver Holding
271
Optiver Holding
Netherlands
$2.73K +$1.56K +36 +129%
TPWA
272
Twin Peaks Wealth Advisors
California
$2.68K +$2.73K +63 New
WTC
273
WhitTier Trust Company
Nevada
$2.49K +$2.47K +57 New
QL
274
Quarry LP
New York
$2.43K -$9.32K -215 -79%
BWA
275
Basecamp Wealth Advisors
Washington
$1.96K +$2K +46 New

NBTB Hedge Fund Activity: Q1 2026 in Review

298 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in NBT Bancorp (NBTB) for Q1 2026, worth a combined $1.41B — up 2.6% from $1.37B a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new NBTB positions and 23 closed out — a net gain of 25 holders — while 103 added to existing stakes and 80 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $6.49M. The largest seller was DePrince Race & Zollo Inc (DRZ), exiting entirely with an estimated $20.6M sold.

  • 298 institutional investors held NBT Bancorp (NBTB) as of Q1 2026, up from 277 in Q4 2025.
  • Funds reported $1.41B of NBT Bancorp stock for Q1 2026, up 2.6% quarter-over-quarter.
  • 48 funds opened new NBT Bancorp positions in Q1 2026 and 23 closed out, a net change of +25 holders.
  • The largest NBT Bancorp buyer in Q1 2026 was Citadel Advisors, an estimated $6.49M added.
  • The largest NBT Bancorp seller in Q1 2026 was DePrince Race & Zollo Inc (DRZ), an estimated $20.6M sold.

Based on aggregated 13F filings for Q1 2026.