BayFirst Financial Corp
BAFN
15 hedge funds and large institutions have $3.02M invested in BayFirst Financial Corp in 2026 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 7 increasing their positions, 1 reducing their positions, and 4 closing their positions.
600% more repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 1
0.27% less ownership
Funds ownership: 14.96% → 14.7% (-0.27%)
6% less funds holding
Funds holding: 16 → 15 (-1)
23% less capital invested
Capital invested by funds: $3.9M → $3.02M (-$887K)
25% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 4
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MWM
Modern Wealth Management
Lenexa,
Kansas
|
+$177K |
| 2 |
Renaissance Technologies
New York
|
+$99.9K |
| 3 |
LPL Financial
San Diego,
California
|
+$41.6K |
| 4 |
Stifel Financial
St. Louis,
Missouri
|
+$35.1K |
| 5 |
First Manhattan
New York
|
+$32K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SM
Salzhauer Michael
|
-$220K |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$126K |
| 3 |
TA
Tactive Advisors
Jacksonville,
Florida
|
-$98.2K |
| 4 |
Geode Capital Management
Boston,
Massachusetts
|
-$34.4K |
| 5 |
TRCT
Tower Research Capital (TRC)
New York
|
-$5.79K |
BAFN Hedge Fund Activity: Q2 2026 in Review
15 of the 8,305 institutional investors tracked by Wall St. Rank reported a position in BayFirst Financial Corp (BAFN) for Q2 2026, worth a combined $3.02M — down 23% from $3.9M a quarter earlier.
Sellers outnumbered buyers: 4 funds closed out of BAFN and 3 opened new positions — a net loss of 1 holder — while 1 trimmed existing stakes and 7 added.
The largest buyer was Modern Wealth Management, opening a new position worth an estimated $177K. The largest seller was Salzhauer Michael, exiting entirely with an estimated $220K sold.
- 15 institutional investors held BayFirst Financial Corp (BAFN) as of Q2 2026, down from 16 in Q1 2026.
- Funds reported $3.02M of BayFirst Financial Corp stock for Q2 2026, down 23% quarter-over-quarter.
- 3 funds opened new BayFirst Financial Corp positions in Q2 2026 and 4 closed out, a net change of -1 holder.
- The largest BayFirst Financial Corp buyer in Q2 2026 was Modern Wealth Management, an estimated $177K added.
- The largest BayFirst Financial Corp seller in Q2 2026 was Salzhauer Michael, an estimated $220K sold.
Based on aggregated 13F filings for Q2 2026.