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BayFirst Financial Corp
BAFN

14 hedge funds and large institutions have $6.67M invested in BayFirst Financial Corp in 2025 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 9 increasing their positions, 3 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 3

1.71% more ownership

Funds ownership: 13.72% → 15.43% (+1.7%)

7% less funds holding

Funds holding: 15 → 14 (-1)

16% less capital invested

Capital invested by funds: $7.93M → $6.67M (-$1.26M)

50% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 2

Holders
14
Holders Change
-1
Holders Change %
-6.67%
% of All Funds
0.18%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
1
Increased
9
Reduced
3
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BFC
Banc Funds Company
Illinois
+$497K
2
SM
Salzhauer Michael
+$295K
3
Vanguard Group
Vanguard Group
Pennsylvania
+$200K
4
Stifel Financial
Stifel Financial
Missouri
+$33.5K
5
First Manhattan
First Manhattan
New York
+$29.8K

Top Sellers

Rank Fund Capital Flow
1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$205K
2
UBS Group
UBS Group
Switzerland
-$71.7K
3
Northern Trust
Northern Trust
Illinois
-$52.2K
4
Raymond James Financial
Raymond James Financial
Florida
-$5.6K
5
Bank of America
Bank of America
North Carolina
-$346
Name Holding Trade Value Shares
Change 		Change in
Stake
BFC
1
Banc Funds Company
Illinois
$1.78M +$497K +44,500 +36%
First Manhattan
2
First Manhattan
New York
$1.34M +$29.8K +2,670 +2%
Vanguard Group
3
Vanguard Group
Pennsylvania
$1.12M +$200K +17,889 +20%
SM
4
Salzhauer Michael
$720K +$295K +26,445 +62%
BlackRock
5
BlackRock
New York
$527K +$18K +1,609 +3%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$412K +$5.26K +471 +1%
Northern Trust
7
Northern Trust
Illinois
$357K -$52.2K -4,676 -12%
Stifel Financial
8
Stifel Financial
Missouri
$166K +$33.5K +3,000 +23%
LPL Financial
9
LPL Financial
California
$134K – – –
UBS Group
10
UBS Group
Switzerland
$110K -$71.7K -6,420 -38%
TRCT
11
Tower Research Capital (TRC)
New York
$5.61K +$2.59K +232 +76%
Jones Financial Companies
12
Jones Financial Companies
Missouri
$3.52K +$4.42K +396 New
Morgan Stanley
13
Morgan Stanley
New York
$1.88K +$1.99K +178 +17,800%
Bank of America
14
Bank of America
North Carolina
$31 -$346 -31 -91%
Susquehanna International Group
15
Susquehanna International Group
Pennsylvania
– -$205K -14,659 Closed
Raymond James Financial
16
Raymond James Financial
Florida
– -$5.6K -400 Closed

BAFN Hedge Fund Activity: Q3 2025 in Review

14 of the 7,631 institutional investors tracked by Wall St. Rank reported a position in BayFirst Financial Corp (BAFN) for Q3 2025, worth a combined $6.67M — down 16% from $7.93M a quarter earlier.

Sellers outnumbered buyers: 2 funds closed out of BAFN and 1 opened new positions — a net loss of 1 holder — while 3 trimmed existing stakes and 9 added.

The largest buyer was Banc Funds Company, adding an estimated $497K. The largest seller was Susquehanna International Group, exiting entirely with an estimated $205K sold.

  • 14 institutional investors held BayFirst Financial Corp (BAFN) as of Q3 2025, down from 15 in Q2 2025.
  • Funds reported $6.67M of BayFirst Financial Corp stock for Q3 2025, down 16% quarter-over-quarter.
  • 1 fund opened new BayFirst Financial Corp positions in Q3 2025 and 2 closed out, a net change of -1 holder.
  • The largest BayFirst Financial Corp buyer in Q3 2025 was Banc Funds Company, an estimated $497K added.
  • The largest BayFirst Financial Corp seller in Q3 2025 was Susquehanna International Group, an estimated $205K sold.

Based on aggregated 13F filings for Q3 2025.