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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
GRP
201
Global Retirement Partners
California
$4.04K +$3.73K +81 New
JWA
202
JFS Wealth Advisors
Pennsylvania
$3.64K +$783 +17 +30%
HNB
203
Huntington National Bank
Ohio
$3.19K -$2.63K -57 -47%
Northwestern Mutual Wealth Management
204
Northwestern Mutual Wealth Management
Wisconsin
$2.94K +$2.72K +59 New
LFG
205
Larson Financial Group
Missouri
$2.74K +$2.35K +51 +1,275%
AFC
206
Ares Financial Consulting
California
$2.19K +$2.03K +44 New
SIC
207
SJS Investment Consulting
Ohio
$2.04K +$1.43K +31 +310%
PFBT
208
Parkside Financial Bank & Trust
Missouri
$1.5K
KFAS
209
Keating Financial Advisory Services
Kansas
$1.5K +$1.38K +30 New
C
210
Covestor
United Kingdom
$1K +$230 +5 +50%
FFO
211
Fortitude Family Office
Arizona
$947 -$184 -4 -17%
PWMG
212
Private Wealth Management Group
New Jersey
$897
CA
213
Clearstead Advisors
Ohio
$758 -$15.9K -345 -96%
DPW
214
DiNuzzo Private Wealth
Pennsylvania
$748 +$92 +2 +15%
SS
215
SBI Securities
Japan
$648
SS
216
Sunbelt Securities
Texas
$648
National Bank of Canada
217
National Bank of Canada
Quebec, Canada
$497
BHWM
218
Bay Harbor Wealth Management
Maryland
$448 +$230 +5 +125%
PA
219
Parallel Advisors
California
$349 +$323 +7 New
RWM
220
Rialto Wealth Management
New York
$299 +$92 +2 +50%
HIA
221
HFM Investment Advisors
New Jersey
$200
TFM
222
TFC Financial Management
Massachusetts
$50
Macquarie Group
223
Macquarie Group
Australia
-$55M -1,282,479 Closed
Thrivent Financial for Lutherans
224
Thrivent Financial for Lutherans
Minnesota
-$43.5M -1,014,000 Closed
WHG
225
Westwood Holdings Group
Texas
-$30.9M -720,031 Closed