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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
X
201
Xponance
Pennsylvania
$210K +$214K +4,934 New
OSAM
202
O'Shaughnessy Asset Management
Connecticut
$210K +$214K +4,923 New
TCM
203
Teza Capital Management
Illinois
$209K +$213K +4,911 New
DSC
204
Daytona Street Capital
Missouri
$206K
CIBC Asset Management
205
CIBC Asset Management
Ontario, Canada
$204K -$5.9K -136 -3%
BBES
206
Buffalo Business & Estate Services
New York
$202K +$206K +4,748 New
FDDB
207
Fidelity D&D Bancorp
Pennsylvania
$200K -$10.3K -238 -5%
SFS
208
Strategic Financial Services
New York
$200K
AIP
209
Ameritas Investment Partners
Nebraska
$182K
HIA
210
Harbor Investment Advisory
Maryland
$154K
B
211
Birchbrook
Maine
$127K
PMFA
212
Plante Moran Financial Advisors
Michigan
$127K
Ensign Peak Advisors
213
Ensign Peak Advisors
Utah
$126K
FFA
214
Farther Finance Advisors
California
$125K +$28.5K +658 +29%
SAM
215
Smartleaf Asset Management
Massachusetts
$114K -$25.2K -582 -18%
TRCT
216
Tower Research Capital (TRC)
New York
$107K +$48.5K +1,118 +80%
PWPS
217
Pinnacle Wealth Planning Services
Ohio
$95.8K +$1.39K +32 +1%
GI
218
GAMMA Investing
California
$95.7K +$14.9K +344 +18%
US Bancorp
219
US Bancorp
Minnesota
$89.5K +$9.93K +229 +12%
ETS
220
ESL Trust Services
New York
$87.6K
KBC Group
221
KBC Group
Belgium
$84K
Rockefeller Capital Management
222
Rockefeller Capital Management
New York
$82.7K -$2.69K -62 -3%
RWM
223
Rialto Wealth Management
New York
$77.9K
SCM
224
Sterling Capital Management
North Carolina
$68.6K -$51K -1,175 -42%
QCG
225
Quadrant Capital Group
Ohio
$65.3K

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.