We are live on ! Find out more
NTB icon

Bank of N.T. Butterfield & Son
NTB

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: 203 → 217 (+14)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (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

Top Buyers

Rank Fund Capital Flow
1
Millennium Management
Millennium Management
New York
+$9.71M
2
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
+$9.31M
3
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$6.79M
4
American Century Companies
American Century Companies
Missouri
+$6.31M
5
Two Sigma Investments
Two Sigma Investments
New York
+$4.74M

Top Sellers

Rank Fund Capital Flow
1
N
Nuveen
North Carolina
-$35.8M
2
WHG
Westwood Holdings Group
Texas
-$7.77M
3
UBS Group
UBS Group
Switzerland
-$7.52M
4
BlackRock
BlackRock
New York
-$5.73M
5
Macquarie Group
Macquarie Group
Australia
-$5.53M
Name Holding Trade Value Shares
Change 		Change in
Stake
PWMG
201
Private Wealth Management Group
New Jersey
$773 – – –
PS
202
Principal Securities
Iowa
$730 – – –
DPW
203
DiNuzzo Private Wealth
Pennsylvania
$587 – – –
SS
204
SBI Securities
Japan
$558 – – –
SS
205
Sunbelt Securities
Texas
$558 +$586 +13 New
SIC
206
SJS Investment Consulting
Ohio
$430 – – –
FC
207
Financial Consulate
Maryland
$430 +$451 +10 New
National Bank of Canada
208
National Bank of Canada
Quebec, Canada
$428 – – –
JWM
209
JPL Wealth Management
Colorado
$215 +$225 +5 New
HIA
210
HFM Investment Advisors
New Jersey
$172 – – –
RWM
211
Rialto Wealth Management
New York
$172 – – –
LFG
212
Larson Financial Group
Missouri
$172 +$180 +4 New
BHWM
213
Bay Harbor Wealth Management
Maryland
$171 +$45 +1 +33%
TFM
214
TFC Financial Management
Massachusetts
$43 – – –
TIM
215
Tortoise Investment Management
New York
$43 +$45 +1 New
Norges Bank
216
Norges Bank
Norway
– -$2.86M -64,666 Closed
Schroder Investment Management Group
217
Schroder Investment Management Group
United Kingdom
– -$2.56M -57,833 Closed
SI
218
Sapience Investments
California
– -$2.14M -48,324 Closed
Citadel Advisors
219
Citadel Advisors
Florida
– -$1.95M -43,971 Closed
NRD
220
Nebula Research & Development
New York
– -$913K -20,615 Closed
ZIM
221
Zacks Investment Management
Illinois
– -$597K -13,484 Closed
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
222
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
– -$576K -13,000 Closed
Balyasny Asset Management
223
Balyasny Asset Management
Illinois
– -$570K -12,874 Closed
CC
224
Centiva Capital
New York
– -$336K -7,591 Closed
KWA
225
Kingswood Wealth Advisors
California
– -$334K -7,540 Closed
6 7 8
9
10

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.