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Bank of N.T. Butterfield & Son

242 hedge funds and large institutions have $1.53B invested in Bank of N.T. Butterfield & Son in 2026 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 101 increasing their positions, 69 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,244% more call options, than puts

Call options by funds: $215K | Put options by funds: $16K

164% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 14

46% more repeat investments, than reductions

Existing positions increased: 101 | Existing positions reduced: 69

9% more funds holding

Funds holding: 222242 (+20)

6% more capital invested

Capital invested by funds: $1.44B → $1.53B (+$87.6M)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

Holders
242
Holders Change
+20
Holders Change %
+9.01%
% of All Funds
2.98%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
37
Increased
101
Reduced
69
Closed
14
Calls
$215K
Puts
$16K
Net Calls
+$199K
Net Calls Change
-$349K
Name Holding Trade Value Shares
Change
Change in
Stake
SPIA
176
Steward Partners Investment Advisory
New York
$54K +$51 +1 +0.1%
UBS AM
177
UBS AM
Illinois
$47.2K +$29.7K +578 +180%
Fifth Third Bancorp
178
Fifth Third Bancorp
Ohio
$43.9K -$5.34K -104 -11%
AF
179
Allworth Financial
California
$40.8K +$13.8K +269 +53%
MCM
180
MAI Capital Management
Ohio
$35.1K +$11.4K +222 +50%
BIA
181
Bell Investment Advisors
California
$32.3K
VCM
182
Versant Capital Management
Arizona
$27.9K +$6.47K +126 +31%
QCG
183
Quadrant Capital Group
Ohio
$27.6K
IA
184
IFP Advisors
Florida
$25.6K
HPC
185
HM Payson & Co
Maine
$21K
BTI
186
Blue Trust Inc
Georgia
$19.9K -$8.83K -172 -31%
RFP
187
Root Financial Partners
California
$19.2K +$7.19K +140 +62%
Rockefeller Capital Management
188
Rockefeller Capital Management
New York
$17.8K -$143K -2,795 -89%
FFA
189
Farther Finance Advisors
California
$16.5K +$565 +11 +4%
S
190
SignatureFD
Georgia
$15.7K +$6.98K +136 +83%
RIL
191
Rothschild Investment LLC
Illinois
$14.7K +$3.44K +67 +31%
VGA
192
Vanguard Global Advisers
Pennsylvania
$13K +$12.7K +247 New
AssetMark Inc
193
AssetMark Inc
California
$12.8K
SAM
194
Smartleaf Asset Management
Massachusetts
$12.7K
CCWM
195
Cassaday & Co Wealth Management
Virginia
$12.1K +$11.9K +231 New
KAS
196
Kemnay Advisory Services
New York
$11.2K -$107K -2,081 -91%
IWS
197
Intentional Wealth Strategies
Colorado
$11.1K +$10.9K +212 New
TWD
198
True Wealth Design
Ohio
$10.9K -$205 -4 -2%
OW
199
Olistico Wealth
Oklahoma
$10.5K
HI
200
Harbour Investments
Wisconsin
$10.5K +$10.3K +200 New