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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
BlackRock
1
BlackRock
New York
$294M +$3.33M +72,047 +1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$237M -$2.41M -52,083 -0.9%
State Street
3
State Street
Massachusetts
$101M +$6.15M +133,166 +6%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$93.5M -$2.7M -58,496 -3%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$50.3M +$2.9M +62,668 +6%
SAM
6
Silvercrest Asset Management
New York
$34.1M -$999K -21,609 -3%
DRZID
7
DePrince Race & Zollo Inc (DRZ)
Florida
$32.6M -$516K -11,174 -1%
Northern Trust
8
Northern Trust
Illinois
$30.8M -$392K -8,494 -1%
Victory Capital Management
9
Victory Capital Management
Texas
$29.9M +$1.45M +31,317 +5%
Charles Schwab
10
Charles Schwab
California
$25M -$569K -12,312 -2%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$23.1M -$6.69M -144,798 -21%
Raymond James Financial
12
Raymond James Financial
Florida
$22M +$833K +18,035 +4%
Morgan Stanley
13
Morgan Stanley
New York
$17.5M -$1.65M -35,741 -8%
Fuller & Thaler Asset Management
14
Fuller & Thaler Asset Management
California
$17.4M +$17K +368 +0.1%
CVA
15
Ceredex Value Advisors
Florida
$14M -$55.5K -1,200 -0.4%
Manulife (Manufacturers Life Insurance)
16
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$11.9M +$150K +3,237 +1%
American Century Companies
17
American Century Companies
Missouri
$11.9M -$4.8M -103,890 -27%
NB
18
NBT Bank
New York
$11.8M +$212K +4,595 +2%
JP Morgan Chase
19
JP Morgan Chase
New York
$10.9M -$5.72M -123,829 -33%
UBS Group
20
UBS Group
Switzerland
$10.5M -$4.7M -101,728 -29%
Principal Financial Group
21
Principal Financial Group
Iowa
$10.1M +$284K +6,150 +3%
ProShare Advisors
22
ProShare Advisors
Maryland
$7.32M +$140K +3,023 +2%
Schroder Investment Management Group
23
Schroder Investment Management Group
United Kingdom
$7.14M -$471K -10,197 -6%
UBS AM
24
UBS AM
Illinois
$7.1M +$1.05M +22,655 +16%
Susquehanna International Group
25
Susquehanna International Group
Pennsylvania
$6.46M +$2.47M +53,528 +55%

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.