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NBT Bancorp
NBTB

262 hedge funds and large institutions have $1.38B invested in NBT Bancorp in 2025 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 68 increasing their positions, 99 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,467% more call options, than puts

Call options by funds: $847K | Put options by funds: $33K

83% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 18

4% more funds holding

Funds holding: 251 → 262 (+11)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

2% less capital invested

Capital invested by funds: $1.4B → $1.38B (-$24M)

8.43% less ownership

Funds ownership: 71.5% → 63.07% (-8.4%)

31% less repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 99

Holders
262
Holders Change
+11
Holders Change %
+4.38%
% of All Funds
3.44%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
33
Increased
68
Reduced
99
Closed
18
Calls
$847K
Puts
$33K
Net Calls
+$814K
Net Calls Change
-$831K

Top Buyers

1
Millennium Management
Millennium Management
New York
+$9.04M
2
Tudor Investment Corp
Tudor Investment Corp
Connecticut
+$5.02M
3
SAM
Silvercrest Asset Management
New York
+$4.39M
4
JP Morgan Chase
JP Morgan Chase
New York
+$3.03M
5
MOS
MGO One Seven
Ohio
+$2.36M

Top Sellers

1
UBS Group
UBS Group
Switzerland
-$8.51M
2
BlackRock
BlackRock
New York
-$7.73M
3
DRZID
DePrince Race & Zollo Inc (DRZ)
Florida
-$5.91M
4
State Street
State Street
Massachusetts
-$5.15M
5
PCA
PL Capital Advisors
Florida
-$4.37M
Name Holding Trade Value Shares
Change 		Change in
Stake
MOACM
176
Mutual of America Capital Management
New York
$245K -$36.5K -852 -13%
Los Angeles Capital Management
177
Los Angeles Capital Management
California
$232K – – –
Bank of Montreal
178
Bank of Montreal
Ontario, Canada
$230K -$224K -5,228 -49%
CBU
179
CIBC Bancorp USA
Illinois
$228K +$234K +5,461 New
Universal-Beteiligungs- und Servicegesellschaft
180
Universal-Beteiligungs- und Servicegesellschaft
Germany
$223K +$229K +5,341 New
OSAM
181
O'Shaughnessy Asset Management
Connecticut
$221K -$36.7K -856 -14%
PAG
182
Private Advisor Group
New Jersey
$221K -$601 -14 -0.3%
SHIM
183
Stone House Investment Management
Pennsylvania
$216K – – –
IAA
184
Independent Advisor Alliance
North Carolina
$213K +$1.89K +44 +0.9%
AWP
185
Ascent Wealth Partners
New York
$210K +$1.03K +24 +0.5%
FWM
186
Focused Wealth Management
New York
$209K +$1.24K +29 +0.6%
FDDB
187
Fidelity D&D Bancorp
Pennsylvania
$206K – – –
CSS
188
Cubist Systematic Strategies
Connecticut
$182K +$187K +4,360 New
AIP
189
Ameritas Investment Partners
Nebraska
$179K -$37.3K -870 -17%
HIA
190
Harbor Investment Advisory
Maryland
$151K – – –
SCM
191
Sterling Capital Management
North Carolina
$139K +$87K +2,027 +156%
SAM
192
Smartleaf Asset Management
Massachusetts
$136K -$3.22K -75 -2%
B
193
Birchbrook
Maine
$125K – – –
PMFA
194
Plante Moran Financial Advisors
Michigan
$125K – – –
S
195
SignatureFD
Georgia
$106K +$172 +4 +0.2%
FFA
196
Farther Finance Advisors
California
$90.3K +$31K +722 +50%
ETS
197
ESL Trust Services
New York
$85.9K – – –
KBC Group
198
KBC Group
Belgium
$83K – – –
RWM
199
Rialto Wealth Management
New York
$76.4K – – –
US Bancorp
200
US Bancorp
Minnesota
$76.1K -$48.6K -1,132 -38%
6 7
8
9 10

NBTB Hedge Fund Activity: Q3 2025 in Review

262 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in NBT Bancorp (NBTB) for Q3 2025, worth a combined $1.38B — down 1.7% from $1.4B a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new NBTB positions and 18 closed out — a net gain of 15 holders — while 68 added to existing stakes and 99 trimmed.

The largest buyer was Millennium Management, adding an estimated $9.04M. The largest seller was UBS Group, cutting an estimated $8.51M.

  • 262 institutional investors held NBT Bancorp (NBTB) as of Q3 2025, up from 251 in Q2 2025.
  • Funds reported $1.38B of NBT Bancorp stock for Q3 2025, down 1.7% quarter-over-quarter.
  • 33 funds opened new NBT Bancorp positions in Q3 2025 and 18 closed out, a net change of +15 holders.
  • The largest NBT Bancorp buyer in Q3 2025 was Millennium Management, an estimated $9.04M added.
  • The largest NBT Bancorp seller in Q3 2025 was UBS Group, an estimated $8.51M sold.

Based on aggregated 13F filings for Q3 2025.