We are live on ! Find out more
NTB icon

Bank of N.T. Butterfield & Son

222 hedge funds and large institutions have $1.44B invested in Bank of N.T. Butterfield & Son in 2025 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 85 increasing their positions, 75 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

5,480% more call options, than puts

Call options by funds: $558K | Put options by funds: $10K

36% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 25

14% more capital invested

Capital invested by funds: $1.27B → $1.44B (+$172M)

13% more repeat investments, than reductions

Existing positions increased: 85 | Existing positions reduced: 75

2% more funds holding

Funds holding: 217222 (+5)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

Holders
222
Holders Change
+5
Holders Change %
+2.3%
% of All Funds
2.7%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
34
Increased
85
Reduced
75
Closed
25
Calls
$558K
Puts
$10K
Net Calls
+$548K
Net Calls Change
+$595K
Name Holding Trade Value Shares
Change
Change in
Stake
BTI
176
Blue Trust Inc
Georgia
$27.5K -$33.9K -736 -57%
QCG
177
Quadrant Capital Group
Ohio
$26.2K
AF
178
Allworth Financial
California
$25.4K +$6.82K +148 +41%
IA
179
IFP Advisors
Florida
$24.3K +$15K +325 +201%
MCM
180
MAI Capital Management
Ohio
$22.2K +$1.38K +30 +7%
CIAM
181
Caitong International Asset Management
Hong Kong
$21.9K +$11.5K +250 +132%
VCM
182
Versant Capital Management
Arizona
$20.2K
UFF
183
USA Financial Formulas
Michigan
$20.1K -$63.6K -1,381 -77%
HPC
184
HM Payson & Co
Maine
$19.9K -$18.4K -400 -50%
UBS AM
185
UBS AM
Illinois
$16K +$14.8K +322 New
FFA
186
Farther Finance Advisors
California
$15K +$11.3K +246 +447%
QL
187
Quarry LP
New York
$14.9K -$24.3K -527 -64%
TM
188
Torren Management
California
$13.3K +$12.3K +268 New
SAM
189
Smartleaf Asset Management
Massachusetts
$12.3K
AssetMark Inc
190
AssetMark Inc
California
$12.2K +$11.2K +244 New
RFP
191
Root Financial Partners
California
$11.3K +$1.24K +27 +14%
RIL
192
Rothschild Investment LLC
Illinois
$10.7K +$4.05K +88 +70%
TWD
193
True Wealth Design
Ohio
$10.6K +$645 +14 +7%
OW
194
Olistico Wealth
Oklahoma
$9.96K +$9.22K +200 New
US Bancorp
195
US Bancorp
Minnesota
$9.71K -$1.11K -24 -11%
PNC Financial Services Group
196
PNC Financial Services Group
Pennsylvania
$9.27K -$41K -890 -83%
HIM
197
Hillsdale Investment Management
Ontario, Canada
$8.47K +$922 +20 +13%
S
198
SignatureFD
Georgia
$8.17K -$1.48K -32 -16%
AG
199
AmeriFlex Group
Nevada
$8.07K -$7.46K -162 -50%
LI
200
LRI Investments
Florida
$7.57K