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Nicolet Bankshares
NIC

Overview Fund Activity

156 hedge funds and large institutions have $827M invested in Nicolet Bankshares in 2025 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 43 increasing their positions, 55 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
156
Holders Change
+6
Holders Change %
+4%
% of All Funds
2.12%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
23
Increased
43
Reduced
55
Closed
16
Calls
$2.74M
Puts
$218K
Net Calls
+$2.52M
Net Calls Change
+$1.97M

Top Buyers

1
First Trust Advisors
First Trust Advisors
Illinois
+$35M
2
Boston Partners
Boston Partners
Massachusetts
+$15.3M
3
BlackRock
BlackRock
New York
+$7.63M
4
NB
Nicolet Bankshares
Wisconsin
+$5.01M
5
UBS Group
UBS Group
Switzerland
+$4.41M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$5.04M
2
WAM
Weiss Asset Management
Massachusetts
-$4.51M
3
AllianceBernstein
AllianceBernstein
Tennessee
-$3.4M
4
State Street
State Street
Massachusetts
-$2.87M
5
Goldman Sachs
Goldman Sachs
New York
-$2.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
Wealth Enhancement Advisory Services
26
Wealth Enhancement Advisory Services
Minnesota
$3.48M -$759K -6,968 -18%
American Century Companies
27
American Century Companies
Missouri
$3.43M -$12.2K -112 -0.4%
JPMorgan Chase & Co
28
JPMorgan Chase & Co
New York
$3.28M -$5.04M -46,251 -61%
UBS AM
29
UBS AM
Illinois
$3.24M +$209K +1,922 +7%
Swiss National Bank
30
Swiss National Bank
Switzerland
$2.9M – – –
Susquehanna International Group
31
Susquehanna International Group
Pennsylvania
$2.85M +$1.93M +17,730 +210%
Invesco
32
Invesco
Georgia
$2.85M -$259K -2,378 -8%
ACA
33
Anchor Capital Advisors
Massachusetts
$2.51M -$33.5K -307 -1%
Bank of Montreal
34
Bank of Montreal
Ontario, Canada
$2.51M -$202K -1,852 -7%
Barclays
35
Barclays
United Kingdom
$2.27M -$735K -6,751 -24%
CRC
36
Curi RMB Capital
Illinois
$2.18M – – –
RhumbLine Advisers
37
RhumbLine Advisers
Massachusetts
$2.15M -$23.2K -213 -1%
PAM
38
Panagora Asset Management
Massachusetts
$2.1M +$965K +8,853 +85%
MCA
39
Mendon Capital Advisors
Florida
$2.08M – – –
LPT
40
Legacy Private Trust
Wisconsin
$2.03M – – –
BGIM
41
Brandywine Global Investment Management
Pennsylvania
$1.96M -$66.4K -609 -3%
Citigroup
42
Citigroup
New York
$1.73M -$107K -981 -6%
Stifel Financial
43
Stifel Financial
Missouri
$1.73M +$5.45K +50 +0.3%
Creative Planning
44
Creative Planning
Kansas
$1.66M +$216K +1,979 +15%
Wells Fargo
45
Wells Fargo
California
$1.66M +$148K +1,357 +10%
JCIA
46
Jackson Creek Investment Advisors
Colorado
$1.65M -$1.09K -10 -0.1%
VF
47
Vest Financial
Virginia
$1.64M +$1.64M +15,069 New
MAM
48
Martingale Asset Management
Massachusetts
$1.59M -$380K -3,491 -19%
Bank of America
49
Bank of America
North Carolina
$1.57M -$497K -4,560 -24%
Royal Bank of Canada
50
Royal Bank of Canada
Ontario, Canada
$1.52M +$916K +8,410 +151%
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