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NBT Bancorp

251 hedge funds and large institutions have $1.4B invested in NBT Bancorp in 2025 Q2 according to their latest regulatory filings, with 49 funds opening new positions, 104 increasing their positions, 63 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

75% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 28

65% more repeat investments, than reductions

Existing positions increased: 104 | Existing positions reduced: 63

9% more funds holding

Funds holding: 230251 (+21)

6.23% more ownership

Funds ownership: 65.27%71.5% (+6.2%)

6% more capital invested

Capital invested by funds: $1.32B → $1.4B (+$81.3M)

Holders
251
Holders Change
+21
Holders Change %
+9.13%
% of All Funds
3.3%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
49
Increased
104
Reduced
63
Closed
28
Calls
$1.65M
Puts
Net Calls
+$1.65M
Net Calls Change
+$522K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$309M +$24M +576,195 +8%
Vanguard Group
2
Vanguard Group
Pennsylvania
$252M +$23.1M +555,531 +10%
State Street
3
State Street
Massachusetts
$105M +$7.61M +182,793 +8%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$95.3M +$4.74M +113,928 +5%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$54M +$5.28M +126,718 +11%
DRZID
6
DePrince Race & Zollo Inc (DRZ)
Florida
$31.1M -$445K -10,682 -1%
SAM
7
Silvercrest Asset Management
New York
$30.9M -$2.07M -49,789 -6%
Northern Trust
8
Northern Trust
Illinois
$30M +$214K +5,145 +0.7%
Victory Capital Management
9
Victory Capital Management
Texas
$26.7M -$2.29M -55,007 -8%
Charles Schwab
10
Charles Schwab
California
$25.7M +$1.5M +36,055 +6%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$21.4M -$1.01M -24,353 -5%
Raymond James Financial
12
Raymond James Financial
Florida
$20.8M -$516K -12,389 -2%
Morgan Stanley
13
Morgan Stanley
New York
$20.5M +$3.5M +84,090 +21%
Manulife (Manufacturers Life Insurance)
14
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$18.7M +$7.27M +174,639 +63%
Fuller & Thaler Asset Management
15
Fuller & Thaler Asset Management
California
$16.8M -$20.5K -492 -0.1%
PCA
16
PL Capital Advisors
Florida
$16.3M +$16.4M +392,913 New
CVA
17
Ceredex Value Advisors
Florida
$13.9M +$325K +7,800 +2%
UBS Group
18
UBS Group
Switzerland
$13.2M +$3.01M +72,199 +29%
NB
19
NBT Bank
New York
$11.2M -$302K -7,246 -3%
JP Morgan Chase
20
JP Morgan Chase
New York
$11M +$470K +11,299 +4%
American Century Companies
21
American Century Companies
Missouri
$10.9M -$626K -15,034 -5%
Principal Financial Group
22
Principal Financial Group
Iowa
$10.8M +$1.02M +24,516 +10%
UBS AM
23
UBS AM
Illinois
$8.7M +$1.83M +43,903 +27%
Public Sector Pension Investment Board (PSP Investments)
24
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$7.41M +$1.2M +28,802 +19%
Goldman Sachs
25
Goldman Sachs
New York
$6.97M +$716K +17,199 +11%

NBTB Hedge Fund Activity: Q2 2025 in Review

251 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in NBT Bancorp (NBTB) for Q2 2025, worth a combined $1.4B — up 6.1% from $1.32B a quarter earlier.

Buyers outnumbered sellers: 49 funds opened new NBTB positions and 28 closed out — a net gain of 21 holders — while 104 added to existing stakes and 63 trimmed.

The largest buyer was BlackRock, adding an estimated $24M. The largest seller was Susquehanna International Group, cutting an estimated $2.69M.

  • 251 institutional investors held NBT Bancorp (NBTB) as of Q2 2025, up from 230 in Q1 2025.
  • Funds reported $1.4B of NBT Bancorp stock for Q2 2025, up 6.1% quarter-over-quarter.
  • 49 funds opened new NBT Bancorp positions in Q2 2025 and 28 closed out, a net change of +21 holders.
  • The largest NBT Bancorp buyer in Q2 2025 was BlackRock, an estimated $24M added.
  • The largest NBT Bancorp seller in Q2 2025 was Susquehanna International Group, an estimated $2.69M sold.

Based on aggregated 13F filings for Q2 2025.