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Bank of N.T. Butterfield & Son

203 hedge funds and large institutions have $1.33B invested in Bank of N.T. Butterfield & Son in 2025 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 66 increasing their positions, 75 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

7,975% more call options, than puts

Call options by funds: $323K | Put options by funds: $4K

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

86% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 14

12% more capital invested

Capital invested by funds: $1.19B → $1.33B (+$140M)

6.61% more ownership

Funds ownership: 63.66%70.27% (+6.6%)

5% more funds holding

Funds holding: 193203 (+10)

12% less repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 75

Holders
203
Holders Change
+10
Holders Change %
+5.18%
% of All Funds
2.67%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
26
Increased
66
Reduced
75
Closed
14
Calls
$323K
Puts
$4K
Net Calls
+$319K
Net Calls Change
+$284K
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$120M -$123K -3,013 -0.1%
BlackRock
2
BlackRock
New York
$107M -$5.54M -135,290 -5%
RIM
3
Rovida Investment Management
Cayman Islands
$79.4M +$9.99M +244,000 +16%
N
4
Nuveen
North Carolina
$74.8M -$11.9M -291,659 -15%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$70.2M -$1.27M -31,115 -2%
Macquarie Group
6
Macquarie Group
Australia
$62.2M -$50.4K -1,231 -0.1%
American Century Companies
7
American Century Companies
Missouri
$61M +$4.93M +120,467 +10%
Thrivent Financial for Lutherans
8
Thrivent Financial for Lutherans
Minnesota
$49.5M -$2.35M -57,372 -5%
DSA
9
Davis Selected Advisers
Arizona
$47M -$253K -6,177 -0.6%
Hotchkis & Wiley Capital Management
10
Hotchkis & Wiley Capital Management
California
$42.7M -$778K -19,000 -2%
Invesco
11
Invesco
Georgia
$40.6M +$1.38M +33,657 +4%
WHG
12
Westwood Holdings Group
Texas
$39.5M -$4.15M -101,431 -10%
Vanguard Group
13
Vanguard Group
Pennsylvania
$37.8M +$70.3K +1,717 +0.2%
State Street
14
State Street
Massachusetts
$34.1M +$151K +3,688 +0.5%
JP Morgan Chase
15
JP Morgan Chase
New York
$33.5M -$1.24M -30,277 -4%
LSV Asset Management
16
LSV Asset Management
Illinois
$27M +$3.06M +74,800 +14%
Geode Capital Management
17
Geode Capital Management
Massachusetts
$23.9M -$217K -5,296 -1%
Victory Capital Management
18
Victory Capital Management
Texas
$22.3M +$496K +12,119 +2%
RA
19
Royce & Associates
New York
$19.1M -$307K -7,500 -2%
Northern Trust
20
Northern Trust
Illinois
$15.2M -$1.71M -41,656 -11%
Adage Capital Partners
21
Adage Capital Partners
Massachusetts
$14.9M -$8.3M -202,753 -38%
Ameriprise
22
Ameriprise
Minnesota
$14.9M -$2.22M -54,201 -14%
Morgan Stanley
23
Morgan Stanley
New York
$13.9M +$1.15M +28,162 +10%
Jacobs Levy Equity Management
24
Jacobs Levy Equity Management
New Jersey
$13.3M -$184K -4,495 -1%
BCM
25
Bridgeway Capital Management
Texas
$11.9M +$129K +3,158 +1%

NTB Hedge Fund Activity: Q2 2025 in Review

203 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Bank of N.T. Butterfield & Son (NTB) for Q2 2025, worth a combined $1.33B — up 12% from $1.19B a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new NTB positions and 14 closed out — a net gain of 12 holders — while 66 added to existing stakes and 75 trimmed.

The largest buyer was Rovida Investment Management, adding an estimated $9.99M. The largest seller was Nuveen, cutting an estimated $11.9M.

  • 203 institutional investors held Bank of N.T. Butterfield & Son (NTB) as of Q2 2025, up from 193 in Q1 2025.
  • Funds reported $1.33B of Bank of N.T. Butterfield & Son stock for Q2 2025, up 12% quarter-over-quarter.
  • 26 funds opened new Bank of N.T. Butterfield & Son positions in Q2 2025 and 14 closed out, a net change of +12 holders.
  • The largest Bank of N.T. Butterfield & Son buyer in Q2 2025 was Rovida Investment Management, an estimated $9.99M added.
  • The largest Bank of N.T. Butterfield & Son seller in Q2 2025 was Nuveen, an estimated $11.9M sold.

Based on aggregated 13F filings for Q2 2025.