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Bank of N.T. Butterfield & Son

243 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 38 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

171% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 14

46% more repeat investments, than reductions

Existing positions increased: 101 | Existing positions reduced: 69

9% more funds holding

Funds holding: 222243 (+21)

6% more capital invested

Capital invested by funds: $1.44B → $1.53B (+$87.9M)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

Holders
243
Holders Change
+21
Holders Change %
+9.46%
% of All Funds
2.99%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
38
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
Jones Financial Companies
176
Jones Financial Companies
Missouri
$61.9K +$12.7K +247 +26%
SPIA
177
Steward Partners Investment Advisory
New York
$54K +$51 +1 +0.1%
UBS AM
178
UBS AM
Illinois
$47.2K +$29.7K +578 +180%
Fifth Third Bancorp
179
Fifth Third Bancorp
Ohio
$43.9K -$5.34K -104 -11%
AF
180
Allworth Financial
California
$40.8K +$13.8K +269 +53%
MCM
181
MAI Capital Management
Ohio
$35.1K +$11.4K +222 +50%
BIA
182
Bell Investment Advisors
California
$32.3K
VCM
183
Versant Capital Management
Arizona
$27.9K +$6.47K +126 +31%
QCG
184
Quadrant Capital Group
Ohio
$27.6K
IA
185
IFP Advisors
Florida
$25.6K
HPC
186
HM Payson & Co
Maine
$21K
BTI
187
Blue Trust Inc
Georgia
$19.9K -$8.83K -172 -31%
RFP
188
Root Financial Partners
California
$19.2K +$7.19K +140 +62%
Rockefeller Capital Management
189
Rockefeller Capital Management
New York
$17.8K -$143K -2,795 -89%
FFA
190
Farther Finance Advisors
California
$16.5K +$565 +11 +4%
S
191
SignatureFD
Georgia
$15.7K +$6.98K +136 +83%
RIL
192
Rothschild Investment LLC
Illinois
$14.7K +$3.44K +67 +31%
VGA
193
Vanguard Global Advisers
Pennsylvania
$13K +$12.7K +247 New
AssetMark Inc
194
AssetMark Inc
California
$12.8K
SAM
195
Smartleaf Asset Management
Massachusetts
$12.7K
CCWM
196
Cassaday & Co Wealth Management
Virginia
$12.1K +$11.9K +231 New
KAS
197
Kemnay Advisory Services
New York
$11.2K -$107K -2,081 -91%
IWS
198
Intentional Wealth Strategies
Colorado
$11.1K +$10.9K +212 New
TWD
199
True Wealth Design
Ohio
$10.9K -$205 -4 -2%
OW
200
Olistico Wealth
Oklahoma
$10.5K