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Nicolet Bankshares

238 hedge funds and large institutions have $1.66B invested in Nicolet Bankshares in 2026 Q1 according to their latest regulatory filings, with 74 funds opening new positions, 103 increasing their positions, 42 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

164% more first-time investments, than exits

New positions opened: 74 | Existing positions closed: 28

145% more repeat investments, than reductions

Existing positions increased: 103 | Existing positions reduced: 42

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

67% more capital invested

Capital invested by funds: $991M → $1.66B (+$668M)

22% more funds holding

Funds holding: 195238 (+43)

2.69% less ownership

Funds ownership: 55.17%52.48% (-2.7%)

Holders
238
Holders Change
+43
Holders Change %
+22.05%
% of All Funds
2.93%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.02%
New
74
Increased
103
Reduced
42
Closed
28
Calls
$5.4M
Puts
Net Calls
+$5.4M
Net Calls Change
+$1.79M
Name Holding Trade Value Shares
Change
Change in
Stake
Jones Financial Companies
201
Jones Financial Companies
Missouri
$58K +$11.9K +82 +26%
US Bancorp
202
US Bancorp
Minnesota
$43.7K +$11.5K +79 +37%
FFA
203
Farther Finance Advisors
California
$29.8K +$8.13K +56 +39%
VCM
204
Versant Capital Management
Arizona
$25.3K +$24.7K +170 New
CFB
205
Cullen/Frost Bankers
Texas
$25.2K +$24.5K +169 New
Nisa Investment Advisors
206
Nisa Investment Advisors
Missouri
$25.1K +$9.73K +67 +66%
AF
207
Allworth Financial
California
$23K +$22.5K +155 New
ASN
208
Advisory Services Network
Georgia
$22.6K +$22.1K +152 New
FDCDDQ
209
Federation des caisses Desjardins du Quebec
Quebec, Canada
$22.4K +$21.9K +151 New
Fifth Third Bancorp
210
Fifth Third Bancorp
Ohio
$19.7K +$19.3K +133 New
SAM
211
Smartleaf Asset Management
Massachusetts
$18.7K +$16.6K +114 +760%
HCA
212
Harbor Capital Advisors
Illinois
$18K +$8.71K +60 +97%
PH
213
Pinnacle Holdings
Oklahoma
$17.4K +$17K +117 New
KAS
214
Kemnay Advisory Services
New York
$16.8K +$16.4K +113 New
AAP
215
Arax Advisory Partners
Colorado
$16.7K +$5.95K +41 +55%
PWPS
216
Pinnacle Wealth Planning Services
Ohio
$14.7K +$14.4K +99 New
GI
217
GAMMA Investing
California
$14.6K +$6.39K +44 +81%
PWAM
218
Private Wealth Asset Management
Iowa
$14.1K +$13.8K +95 New
Optiver Holding
219
Optiver Holding
Netherlands
$11.6K +$7.84K +54 +225%
LFG
220
Larson Financial Group
Missouri
$11K +$10.6K +73 +7,300%
Rockefeller Capital Management
221
Rockefeller Capital Management
New York
$5.8K +$2.47K +17 +77%
KG
222
Kilter Group
New York
$4.76K +$4.65K +32 New
JWM
223
JPL Wealth Management
Colorado
$2.68K +$2.61K +18 New
WTC
224
WhitTier Trust Company
Nevada
$2.39K +$2.32K +16 New
AFC
225
Ares Financial Consulting
California
$1.79K +$1.74K +12 New