BayFirst Financial Corp
BAFN
15 hedge funds and large institutions have $4.9M invested in BayFirst Financial Corp in 2025 Q4 according to their latest regulatory filings, with 1 funds opening new positions, 5 increasing their positions, 6 reducing their positions, and 0 closing their positions.
7% more funds holding
Funds holding: 14 → 15 (+1)
0.23% less ownership
Funds ownership: 15.43% → 15.19% (-0.23%)
17% less repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 6
27% less capital invested
Capital invested by funds: $6.67M → $4.9M (-$1.77M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
+$554K |
| 2 |
ACP
Arcus Capital Partners
Atlanta,
Georgia
|
+$166K |
| 3 |
Stifel Financial
St. Louis,
Missouri
|
+$63.5K |
| 4 |
Geode Capital Management
Boston,
Massachusetts
|
+$2.87K |
| 5 |
TRCT
Tower Research Capital (TRC)
New York
|
+$2.01K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BFC
Banc Funds Company
Chicago,
Illinois
|
-$673K |
| 2 |
SM
Salzhauer Michael
|
-$129K |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$89.6K |
| 4 |
BlackRock
New York
|
-$8.38K |
| 5 |
Northern Trust
Chicago,
Illinois
|
-$2.36K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Vanguard Group
Malvern,
Pennsylvania
| $1.34M | +$554K | +64,222 | +60% |
|
2
First Manhattan
New York
| $1M | – | – | – |
|
|
BFC
3
Banc Funds Company
Chicago,
Illinois
| $720K | -$673K | -78,093 | -46% |
|
|
SM
4
Salzhauer Michael
| $423K | -$129K | -14,970 | -22% |
|
|
5
BlackRock
New York
| $388K | -$8.38K | -972 | -2% |
|
|
6
Geode Capital Management
Boston,
Massachusetts
| $312K | +$2.87K | +333 | +0.8% |
|
|
7
Northern Trust
Chicago,
Illinois
| $266K | -$2.36K | -274 | -0.8% |
|
|
8
Stifel Financial
St. Louis,
Missouri
| $182K | +$63.5K | +7,369 | +47% |
|
|
ACP
9
Arcus Capital Partners
Atlanta,
Georgia
| $152K | +$166K | +19,300 | New |
|
10
LPL Financial
San Diego,
California
| $101K | – | – | – |
|
|
TRCT
11
Tower Research Capital (TRC)
New York
| $6.04K | +$2.01K | +233 | +43% |
|
12
Jones Financial Companies
Des Peres,
Missouri
| $2.69K | -$457 | -53 | -13% |
|
13
Morgan Stanley
New York
| $1.41K | – | – | – |
|
|
14
UBS Group
Zurich,
Switzerland
| $1.17K | -$89.6K | -10,393 | -99% |
|
15
Bank of America
Charlotte,
North Carolina
| $31 | +$9 | +1 | +33% |
|
BAFN Hedge Fund Activity: Q4 2025 in Review
15 of the 8,252 institutional investors tracked by Wall St. Rank reported a position in BayFirst Financial Corp (BAFN) for Q4 2025, worth a combined $4.9M — down 27% from $6.67M a quarter earlier.
Buyers outnumbered sellers: 1 fund opened new BAFN positions and 0 closed out — a net gain of 1 holder — while 5 added to existing stakes and 6 trimmed.
The largest buyer was Vanguard Group, adding an estimated $554K. The largest seller was Banc Funds Company, cutting an estimated $673K.
- 15 institutional investors held BayFirst Financial Corp (BAFN) as of Q4 2025, up from 14 in Q3 2025.
- Funds reported $4.9M of BayFirst Financial Corp stock for Q4 2025, down 27% quarter-over-quarter.
- 1 fund opened new BayFirst Financial Corp positions in Q4 2025 and 0 closed out, a net change of +1 holder.
- The largest BayFirst Financial Corp buyer in Q4 2025 was Vanguard Group, an estimated $554K added.
- The largest BayFirst Financial Corp seller in Q4 2025 was Banc Funds Company, an estimated $673K sold.
Based on aggregated 13F filings for Q4 2025.