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Bank of N.T. Butterfield & Son

217 hedge funds and large institutions have $1.27B invested in Bank of N.T. Butterfield & Son in 2025 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 81 increasing their positions, 64 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

107% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 15

27% more repeat investments, than reductions

Existing positions increased: 81 | Existing positions reduced: 64

7% more funds holding

Funds holding: 203217 (+14)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

5% less capital invested

Capital invested by funds: $1.33B → $1.27B (-$62.4M)

70.27% less ownership

Funds ownership: 70.27%0% (-70%)

92% less call options, than puts

Call options by funds: $4K | Put options by funds: $51K

Holders
217
Holders Change
+14
Holders Change %
+6.9%
% of All Funds
2.85%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
31
Increased
81
Reduced
64
Closed
15
Calls
$4K
Puts
$51K
Net Calls
-$47K
Net Calls Change
-$366K
Name Holding Trade Value Shares
Change
Change in
Stake
CA
176
Clearstead Advisors
Ohio
$15.5K +$9.11K +202 +128%
Rockefeller Capital Management
177
Rockefeller Capital Management
New York
$14.6K +$15.3K +339 New
AG
178
AmeriFlex Group
Nevada
$13.9K +$7.3K +162 +100%
SAM
179
Smartleaf Asset Management
Massachusetts
$10.5K +$9.51K +211 +621%
WANY
180
Wealthspire Advisors (New York)
New York
$9.96K +$10.5K +232 New
US Bancorp
181
US Bancorp
Minnesota
$9.4K -$226K -5,018 -96%
MSG
182
Main Street Group
Virginia
$8.58K
Group One Trading
183
Group One Trading
Illinois
$8.58K +$9.02K +200 New
RFP
184
Root Financial Partners
California
$8.54K +$8.97K +199 New
TWD
185
True Wealth Design
Ohio
$8.5K +$3.29K +73 +58%
S
186
SignatureFD
Georgia
$8.41K
CIAM
187
Caitong International Asset Management
Hong Kong
$8.15K +$8.57K +190 New
IA
188
IFP Advisors
Florida
$6.95K +$451 +10 +7%
LI
189
LRI Investments
Florida
$6.52K
HIM
190
Hillsdale Investment Management
Ontario, Canada
$6.44K
RIL
191
Rothschild Investment LLC
Illinois
$5.41K +$2.75K +61 +94%
HNB
192
Huntington National Bank
Ohio
$5.19K -$45 -1 -0.8%
HWM
193
Hemington Wealth Management
Virginia
$4K +$541 +12 +12%
MG
194
Mather Group
Illinois
$3.86K +$4.06K +90 New
Simplex Trading
195
Simplex Trading
Illinois
$3K +$451 +10 +16%
JWA
196
JFS Wealth Advisors
Pennsylvania
$2.4K
FFA
197
Farther Finance Advisors
California
$2.36K +$586 +13 +31%
MWM
198
Mascoma Wealth Management
New Hampshire
$1.72K
PFBT
199
Parkside Financial Bank & Trust
Missouri
$1.29K
FFO
200
Fortitude Family Office
Arizona
$987 +$180 +4 +21%

NTB Hedge Fund Activity: Q3 2025 in Review

217 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Bank of N.T. Butterfield & Son (NTB) for Q3 2025, worth a combined $1.27B — down 4.7% from $1.33B a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new NTB positions and 15 closed out — a net gain of 16 holders — while 81 added to existing stakes and 64 trimmed.

The largest buyer was Millennium Management, adding an estimated $9.71M. The largest seller was Nuveen, cutting an estimated $35.8M.

  • 217 institutional investors held Bank of N.T. Butterfield & Son (NTB) as of Q3 2025, up from 203 in Q2 2025.
  • Funds reported $1.27B of Bank of N.T. Butterfield & Son stock for Q3 2025, down 4.7% quarter-over-quarter.
  • 31 funds opened new Bank of N.T. Butterfield & Son positions in Q3 2025 and 15 closed out, a net change of +16 holders.
  • The largest Bank of N.T. Butterfield & Son buyer in Q3 2025 was Millennium Management, an estimated $9.71M added.
  • The largest Bank of N.T. Butterfield & Son seller in Q3 2025 was Nuveen, an estimated $35.8M sold.

Based on aggregated 13F filings for Q3 2025.