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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
MOACM
151
Mutual of America Capital Management
New York
$295K -$12.8K -276 -4%
HSBC Holdings
152
HSBC Holdings
United Kingdom
$293K -$466K -10,090 -60%
QPWM
153
Quadrant Private Wealth Management
Pennsylvania
$292K
Pictet Asset Management
154
Pictet Asset Management
Switzerland
$291K +$34.4K +745 +12%
CPIA
155
Cornell Pochily Investment Advisors
New York
$289K +$462 +10 +0.1%
ADL
156
Asset Dedication LLC
California
$285K
Ohio Public Employees Retirement System (OPERS)
157
Ohio Public Employees Retirement System (OPERS)
Ohio
$282K +$276K +5,968 +986%
PMAM
158
Picton Mahoney Asset Management
Ontario, Canada
$278K +$300K +6,483 New
OQS
159
Occudo Quantitative Strategies
Florida
$269K +$288K +6,239 New
SA
160
Sanctuary Advisors
Indiana
$254K -$1.34K -29 -0.5%
IFU
161
iSAM Funds (UK)
United Kingdom
$250K +$269K +5,829 New
HF
162
HRT Financial
New York
$245K +$265K +5,728 New
Los Angeles Capital Management
163
Los Angeles Capital Management
California
$238K +$256K +5,550 New
CC
164
Centiva Capital
New York
$234K +$21.5K +466 +9%
USB
165
Union Savings Bank
Connecticut
$231K -$20.5K -443 -8%
State of Wisconsin Investment Board
166
State of Wisconsin Investment Board
Wisconsin
$218K +$39.5K +855 +20%
DLP
167
De Lisle Partners
United Kingdom
$216K
BNP Paribas Financial Markets
168
BNP Paribas Financial Markets
France
$215K -$165K -3,566 -42%
IAA
169
Independent Advisor Alliance
North Carolina
$215K +$46 +1 +0%
AWP
170
Ascent Wealth Partners
New York
$213K +$1.02K +22 +0.4%
Cambridge Investment Research Advisors
171
Cambridge Investment Research Advisors
Iowa
$213K +$8.64K +187 +4%
FWM
172
Focused Wealth Management
New York
$212K +$1.16K +25 +0.5%
FDDB
173
Fidelity D&D Bancorp
Pennsylvania
$212K
AIP
174
Ameritas Investment Partners
Nebraska
$207K
SFS
175
Strategic Financial Services
New York
$205K

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.