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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
KAS
176
Kestra Advisory Services
Texas
$163K +$176K +3,805 New
US Bancorp
177
US Bancorp
Minnesota
$133K +$58.1K +1,257 +68%
B
178
Birchbrook
Maine
$128K
PMFA
179
Plante Moran Financial Advisors
Michigan
$128K
KBC Group
180
KBC Group
Belgium
$119K +$28.2K +611 +28%
SAM
181
Smartleaf Asset Management
Massachusetts
$116K -$2.73K -59 -2%
S
182
SignatureFD
Georgia
$108K
ETS
183
ESL Trust Services
New York
$88.3K
SHIM
184
Stone House Investment Management
Pennsylvania
$88K +$94.8K +2,051 New
RWM
185
Rialto Wealth Management
New York
$78.5K
ACM
186
Aquatic Capital Management
Illinois
$72.8K +$29.9K +646 +61%
CCM
187
Cloud Capital Management
Washington
$68K +$74K +1,602 New
TRCT
188
Tower Research Capital (TRC)
New York
$65.3K -$122K -2,633 -63%
GI
189
GAMMA Investing
California
$60.3K +$5.08K +110 +8%
CBT
190
Crews Bank & Trust
Florida
$60.1K -$30K -650 -32%
TPCW
191
TD Private Client Wealth
New York
$37.2K +$13.6K +294 +51%
SCM
192
Sterling Capital Management
North Carolina
$34.1K -$30.3K -656 -45%
AssetMark Inc
193
AssetMark Inc
California
$33.2K +$6.84K +148 +24%
BTI
194
Blue Trust Inc
Georgia
$26.7K +$3.79K +82 +15%
BBHC
195
Brown Brothers Harriman & Co
New York
$17.4K
ST
196
Smithfield Trust
Pennsylvania
$17K
CT
197
Caldwell Trust
Florida
$16K
ME
198
McIlrath & Eck
Washington
$15.9K +$92 +2 +0.5%
Bessemer Group
199
Bessemer Group
New Jersey
$15K +$6.47K +140 +71%
SSG
200
Summit Securities Group
New York
$11.8K +$12.8K +276 New

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.