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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
CA
201
Clearstead Advisors
Ohio
$11K -$2.96K -64 -20%
FHA
202
First Horizon Advisors
Tennessee
$9.14K +$3.19K +69 +48%
SWM
203
Spire Wealth Management
Virginia
$8.65K +$92 +2 +1%
DB
204
Danske Bank
Denmark
$8.58K
FAM
205
Flaharty Asset Management
Florida
$8.58K +$9.24K +200 New
HCA
206
Harbor Capital Advisors
Illinois
$8K +$8.32K +180 New
CCM
207
Coldstream Capital Management
Washington
$5.96K +$6.42K +139 New
BCWM
208
Bartlett & Co Wealth Management
Ohio
$5.92K
VCM
209
Versant Capital Management
Arizona
$4.12K
Fifth Third Bancorp
210
Fifth Third Bancorp
Ohio
$4.08K +$3.1K +67 +239%
UB
211
UMB Bank
Missouri
$2.92K
PFBT
212
Parkside Financial Bank & Trust
Missouri
$2.79K +$924 +20 +44%
AWM
213
AllSquare Wealth Management
New York
$2.76K
RIL
214
Rothschild Investment LLC
Illinois
$2.36K +$1.16K +25 +83%
FFA
215
Farther Finance Advisors
California
$2.05K +$1.25K +27 +129%
EWA
216
EverSource Wealth Advisors
Alabama
$1.59K -$323 -7 -16%
BIG
217
Brooklyn Investment Group
New York
$1.37K +$1.48K +32 New
FMII
218
Farmers & Merchants Investments Inc
Nebraska
$1.24K
PS
219
Principal Securities
Iowa
$1.05K
SS
220
SBI Securities
Japan
$944
QCG
221
Quadrant Capital Group
Ohio
$730
SC
222
Stephens Consulting
Michigan
$429 +$462 +10 New
IA
223
IFP Advisors
Florida
$386
LFG
224
Larson Financial Group
Missouri
$215
JWA
225
JFS Wealth Advisors
Pennsylvania
$172

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.