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NBT Bancorp

228 hedge funds and large institutions have $1.32B invested in NBT Bancorp in 2025 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 69 increasing their positions, 74 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more funds holding in top 10

Funds holding in top 10:

7% less repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 74

1.2% less ownership

Funds ownership: 66.34%65.14% (-1.2%)

12% less capital invested

Capital invested by funds: $1.49B → $1.32B (-$174M)

Holders
228
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.63M
Puts
$511K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FHA
201
First Horizon Advisors
Tennessee
$9.14K
SWM
202
Spire Wealth Management
Virginia
$8.65K
FAM
203
Flaharty Asset Management
Florida
$8.58K
HCA
204
Harbor Capital Advisors
Illinois
$8K
CCM
205
Coldstream Capital Management
Washington
$5.96K
BCWM
206
Bartlett & Co Wealth Management
Ohio
$5.92K
VCM
207
Versant Capital Management
Arizona
$4.12K
Fifth Third Bancorp
208
Fifth Third Bancorp
Ohio
$4.08K
UB
209
UMB Bank
Missouri
$2.92K
PFBT
210
Parkside Financial Bank & Trust
Missouri
$2.79K
AWM
211
AllSquare Wealth Management
New York
$2.76K
RIL
212
Rothschild Investment LLC
Illinois
$2.36K
FFA
213
Farther Finance Advisors
California
$2.05K
EWA
214
EverSource Wealth Advisors
Alabama
$1.59K
BIG
215
Brooklyn Investment Group
New York
$1.37K
FMII
216
Farmers & Merchants Investments Inc
Nebraska
$1.24K
PS
217
Principal Securities
Iowa
$1.05K
SS
218
SBI Securities
Japan
$944
QCG
219
Quadrant Capital Group
Ohio
$730
SC
220
Stephens Consulting
Michigan
$429
IA
221
IFP Advisors
Florida
$386
LFG
222
Larson Financial Group
Missouri
$215
JWA
223
JFS Wealth Advisors
Pennsylvania
$172
SIC
224
SJS Investment Consulting
Ohio
$129
GFPC
225
Global Financial Private Client
Florida
$129