BAR HBR BANKSHARES (BHB): Hedge Fund Ownership & Smart Money Signals (Q4 2025)

BAR HBR BANKSHARES (BHB)

155 + Investors. Track Smart Money conviction in BHB. See who's accumulating, reducing, or initiating positions.

Smart Money Signals — BHB

Based on 155 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q

For 2 consecutive quarters, more hedge funds added BHB than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

🏔️

At the ownership peak (100% of max)

100% of all-time peak

155 hedge funds hold BHB right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.

🚀

Fast accumulation — +25% more funds vs a year ago

fund count last 6Q

+31 new funds entered over the past year (+25% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.

🟡

Slight buying edge — 56% buying

76 buying60 selling

Last quarter: 76 funds bought or added vs 60 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

➡️

Steady new buyers — ~25 new funds per quarter

new funds entering per quarter

Funds opening this position for the first time: 18 → 13 → 21 → 25. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.

🔒

55% of holders stayed for 2+ years

■ 55% conviction (2yr+) ■ 26% medium ■ 19% new

85 out of 155 hedge funds have held BHB for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

📈

Growing discovery — still being found

13 → 18 → 13 → 21 → 25 new funds/Q

New funds entering each quarter: 18 → 13 → 21 → 25. A growing number of institutions are discovering BHB each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.

🏛️

Deep conviction — 58% of holders stayed 2+ years

■ 58% veterans ■ 17% 1-2yr ■ 25% new

Of 155 current holders: 90 (58%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.

🏆

Elite ownership — 53% AUM from top-100 funds

53% from top-100 AUM funds

32 of 155 holders are among the 100 largest funds by AUM, controlling 53% of total institutional value in BHB. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

3.8

out of 10

Low Exit Risk

Exit risk score 3.8/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Metric	All 13F Filers (2025 Q4)	Prior (2025 Q3)	Change
Funds Holding	155	143	8.39%
13F Shares	9M	9M	1.97%
Total Value	$291M	$283M	2.67%
New Positions	25	21	+4
Increased Positions	51	53	-2
Closed Positions	12	10	+2
Reduced Positions	48	35	+13
Total Calls	0	1	-100.0%
Total Puts	1	1	-
PUT/CALL Ratio	0.0	1.0	Bullish

Metric

All 13F Filers (2025 Q4)

Prior (2025 Q3)

Change

Funds Holding

155

143

8.39%

13F Shares

1.97%

Total Value

$291M

$283M

2.67%

New Positions

Increased Positions

-2

Closed Positions

Reduced Positions

+13

Total Calls

-100.0%

Total Puts

PUT/CALL Ratio

0.0

1.0

Bullish

Institutional Holders (2026 Q1)

155 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in BHB. Verified SEC 13F-HR filings.

FILTER:All New Added To Reduced No Change | Overweight >5% | SHOW: Active managers + show index funds

Top 25 institutional holders of BHB — 2025 Q4 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	DELPHI MANAGEMENT INC /MA/	1.38%	35,658	$1K
2	J.M. Arbour, LLC	0.78%	25,101	$815K
3	BAR HARBOR WEALTH MANAGEMENT	0.76%	400,931	$13.0M
4	Coston, McIsaac & Partners	0.55%	75,289	$2.4M
5	North Star Investment Management Corp.	0.29%	145,580	$4.7M
6	Financial Planning Hawaii, Inc.	0.25%	12,880	$418K
7	SILVERLAKE WEALTH MANAGEMENT LLC	0.21%	30,609	$993K
8	Polaris Capital Management, LLC	0.19%	70,000	$2.3M
9	Brendel Financial Advisors LLC	0.16%	9,963	$323K
10	Westhampton Capital, LLC	0.13%	8,575	$278K
11	First Bancorp, Inc /ME/	0.12%	7,347	$238K
12	NAPLES GLOBAL ADVISORS, LLC	0.09%	37,373	$1.2M
13	Community Financial Services Group, LLC	0.07%	11,344	$373K
14	MEANS INVESTMENT CO., INC.	0.05%	16,802	$545K
15	Inspire Investing, LLC	0.04%	15,769	$512K
16	Sky Investment Group LLC	0.04%	6,987	$227K
17	ROCKLAND TRUST CO	0.02%	17,766	$577K
18	Wedmont Private Capital	0.02%	19,423	$670K
19	Bangor Savings Bank	0.02%	5,841	$190K
20	AlphaQuest LLC	0.01%	8,380	$260K
21	Clean Yield Group	0.01%	1,500	$49K
22	BIRCHBROOK, INC.	0.01%	826	$27K
23	Medallion Wealth Advisors, LLC	0.01%	595	$18K
24	TOMPKINS FINANCIAL CORP	0.00%	1,650	$54K
25	HM PAYSON & CO	0.00%	4,550	$148K

Investor	Ownership History	% of Portfolio	Prev %	Rank	Conviction	Avg Buy Price	13F Score™ 3Y / 7Y	Sell Timing	Shares	Mkt Value	Change	Change %	Source	Quarter	Filed

Frequently Asked Questions — BAR HBR BANKSHARES (BHB)

What does the Smart Money Trend signal show for BHB?

Buying streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds added BHB than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for BHB?

Slight buying edge — 56% buying: Last quarter: 76 funds bought or added vs 60 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for BHB holders?

Elite ownership — 53% AUM from top-100 funds: 32 of 155 holders are among the 100 largest funds by AUM, controlling 53% of total institutional value in BHB. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held BHB?

55% of holders stayed for 2+ years: 85 out of 155 hedge funds have held BHB for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

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BAR HBR BANKSHARES (BHB)

Smart Money Signals — BHB

Buying streak — 2 quarters in a row

At the ownership peak (100% of max)

Fast accumulation — +25% more funds vs a year ago

Slight buying edge — 56% buying

Steady new buyers — ~25 new funds per quarter

55% of holders stayed for 2+ years

Growing discovery — still being found

Deep conviction — 58% of holders stayed 2+ years

Elite ownership — 53% AUM from top-100 funds

Hedge Fund Ownership: BHB

Market Analysis: BHB

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: BHB

Hedge Fund Positioning: BHB

Statistics: BHB

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q1)

Frequently Asked Questions — BAR HBR BANKSHARES (BHB)

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