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Bank of N.T. Butterfield & Son

193 hedge funds and large institutions have $1.19B invested in Bank of N.T. Butterfield & Son in 2025 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 70 increasing their positions, 68 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more call options, than puts

Call options by funds: $163K | Put options by funds: $128K

6% more capital invested

Capital invested by funds: $1.13B → $1.19B (+$62.9M)

3% more repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 68

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1% less funds holding

Funds holding: 195193 (-2)

3.84% less ownership

Funds ownership: 67.5%63.66% (-3.8%)

11% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 19

Holders
193
Holders Change
-2
Holders Change %
-1.03%
% of All Funds
2.59%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
17
Increased
70
Reduced
68
Closed
19
Calls
$163K
Puts
$128K
Net Calls
+$35K
Net Calls Change
-$5K
Name Holding Trade Value Shares
Change
Change in
Stake
MWM
176
Mascoma Wealth Management
New Hampshire
$1.56K +$1.51K +40 New
PNC Financial Services Group
177
PNC Financial Services Group
Pennsylvania
$1.21K -$757 -20 -39%
RIL
178
Rothschild Investment LLC
Illinois
$1.17K +$189 +5 +20%
TWD
179
True Wealth Design
Ohio
$1.05K -$3.4K -90 -77%
C
180
Covestor
United Kingdom
$1K +$38 +1 +6%
PWMG
181
Private Wealth Management Group
New Jersey
$701
PS
182
Principal Securities
Iowa
$621
PFBT
183
Parkside Financial Bank & Trust
Missouri
$584 +$568 +15 New
GFPC
184
Global Financial Private Client
Florida
$545 +$416 +11 +367%
DPW
185
DiNuzzo Private Wealth
Pennsylvania
$506
SIC
186
SJS Investment Consulting
Ohio
$506 +$114 +3 +30%
SC
187
Stephens Consulting
Michigan
$390 +$378 +10 New
National Bank of Canada
188
National Bank of Canada
Quebec, Canada
$389
IA
189
IFP Advisors
Florida
$350
BHWM
190
Bay Harbor Wealth Management
Maryland
$116 +$114 +3 New
PWM
191
Parkworth Wealth Management
California
$78
HIA
192
HFM Investment Advisors
New Jersey
$78 +$76 +2 New
TFM
193
TFC Financial Management
Massachusetts
$39
Assenagon Asset Management
194
Assenagon Asset Management
Luxembourg
-$7.51M -205,530 Closed
Massachusetts Financial Services
195
Massachusetts Financial Services
Massachusetts
-$2.5M -68,398 Closed
Jennison Associates
196
Jennison Associates
New York
-$1.9M -52,016 Closed
Tudor Investment Corp
197
Tudor Investment Corp
Connecticut
-$1.75M -47,995 Closed
SGI
198
Summit Global Investments
Utah
-$1.18M -32,238 Closed
FHB
199
First Hawaiian Bank
Hawaii
-$841K -23,010 Closed
HF
200
HRT Financial
New York
-$775K -21,226 Closed

NTB Hedge Fund Activity: Q1 2025 in Review

193 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in Bank of N.T. Butterfield & Son (NTB) for Q1 2025, worth a combined $1.19B — up 5.6% from $1.13B a quarter earlier.

Sellers outnumbered buyers: 19 funds closed out of NTB and 17 opened new positions — a net loss of 2 holders — while 68 trimmed existing stakes and 70 added.

The largest buyer was Nuveen, adding an estimated $9.63M. The largest seller was Rovida Investment Management, cutting an estimated $9.23M.

  • 193 institutional investors held Bank of N.T. Butterfield & Son (NTB) as of Q1 2025, down from 195 in Q4 2024.
  • Funds reported $1.19B of Bank of N.T. Butterfield & Son stock for Q1 2025, up 5.6% quarter-over-quarter.
  • 17 funds opened new Bank of N.T. Butterfield & Son positions in Q1 2025 and 19 closed out, a net change of -2 holders.
  • The largest Bank of N.T. Butterfield & Son buyer in Q1 2025 was Nuveen, an estimated $9.63M added.
  • The largest Bank of N.T. Butterfield & Son seller in Q1 2025 was Rovida Investment Management, an estimated $9.23M sold.

Based on aggregated 13F filings for Q1 2025.