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National Bankshares

81 hedge funds and large institutions have $76.8M invested in National Bankshares in 2025 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 26 increasing their positions, 28 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more capital invested

Capital invested by funds: $65.1M → $76.8M (+$11.7M)

1.23% more ownership

Funds ownership: 34.73%35.97% (+1.2%)

0% more call options, than puts

Call options by funds: $3.27M | Put options by funds: $3.27M

7% less repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 28

5% less funds holding

Funds holding: 8581 (-4)

50% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 8

Holders
81
Holders Change
-4
Holders Change %
-4.71%
% of All Funds
0.98%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
26
Reduced
28
Closed
8
Calls
$3.27M
Puts
$3.27M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CA
26
Carson Advisory
Georgia
$335K
DADC
27
D.A. Davidson & Co
Montana
$333K -$21.2K -700 -7%
IWC
28
Integrated Wealth Concepts
Massachusetts
$308K -$30 -1 -0%
KWM
29
Kingsview Wealth Management
Oregon
$305K -$1.64K -54 -0.6%
Wealth Enhancement Advisory Services
30
Wealth Enhancement Advisory Services
Minnesota
$254K +$4.18K +138 +2%
PTC
31
Private Trust Company
Ohio
$251K
Cerity Partners
32
Cerity Partners
New York
$240K -$59.3K -1,957 -21%
AQR Capital Management
33
AQR Capital Management
Connecticut
$225K -$4.09K -135 -2%
CIC
34
Carnegie Investment Counsel
Ohio
$220K -$15.1K -500 -7%
AAS
35
AdviceOne Advisory Services
Connecticut
$218K +$197K +6,516 New
MWM
36
Mindset Wealth Management
Indiana
$217K +$196K +6,464 New
MAM
37
Marotta Asset Management
Virginia
$215K +$194K +6,422 New
GWM
38
Geneos Wealth Management
Colorado
$179K
RhumbLine Advisers
39
RhumbLine Advisers
Massachusetts
$151K -$28.3K -936 -17%
JP Morgan Chase
40
JP Morgan Chase
New York
$145K -$66K -2,181 -34%
Royal Bank of Canada
41
Royal Bank of Canada
Ontario, Canada
$144K +$88.3K +2,916 +210%
LFG
42
Larson Financial Group
Missouri
$141K +$363 +12 +0.3%
MIM
43
MetLife Investment Management
New Jersey
$115K
New York State Common Retirement Fund
44
New York State Common Retirement Fund
New York
$106K
AP
45
Aspect Partners
Virginia
$104K
Mirae Asset Global ETFs Holdings
46
Mirae Asset Global ETFs Holdings
Hong Kong
$97.1K -$606 -20 -0.7%
PNC Financial Services Group
47
PNC Financial Services Group
Pennsylvania
$94.6K -$151 -5 -0.2%
UBS Group
48
UBS Group
Switzerland
$88K -$447K -14,760 -85%
BWL
49
Bogart Wealth LLC
Virginia
$67.1K
SOW
50
State of Wyoming
Wyoming
$65.9K +$9.14K +302 +18%

NKSH Hedge Fund Activity: Q4 2025 in Review

81 of the 8,225 institutional investors tracked by Wall St. Rank reported a position in National Bankshares (NKSH) for Q4 2025, worth a combined $76.8M — up 18% from $65.1M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of NKSH and 4 opened new positions — a net loss of 4 holders — while 28 trimmed existing stakes and 26 added.

The largest buyer was Fourthstone LLC, adding an estimated $2.96M. The largest seller was Citadel Advisors, exiting entirely with an estimated $749K sold.

  • 81 institutional investors held National Bankshares (NKSH) as of Q4 2025, down from 85 in Q3 2025.
  • Funds reported $76.8M of National Bankshares stock for Q4 2025, up 18% quarter-over-quarter.
  • 4 funds opened new National Bankshares positions in Q4 2025 and 8 closed out, a net change of -4 holders.
  • The largest National Bankshares buyer in Q4 2025 was Fourthstone LLC, an estimated $2.96M added.
  • The largest National Bankshares seller in Q4 2025 was Citadel Advisors, an estimated $749K sold.

Based on aggregated 13F filings for Q4 2025.