BCV

Bancroft Fund
BCV

Overview Fund Activity

40 hedge funds and large institutions have $32.7M invested in Bancroft Fund in 2025 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 14 increasing their positions, 12 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
40
Holders Change
-3
Holders Change %
-6.98%
% of All Funds
0.54%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
14
Reduced
12
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIA
Sit Investment Associates
Minnesota
+$3.08M
2
Ameriprise
Ameriprise
Minnesota
+$2.74M
3
Invesco
Invesco
Georgia
+$228K
4
BI
Beckerman Institutional
New Jersey
+$156K
5
LPL Financial
LPL Financial
California
+$138K

Top Sellers

1
SFS
Shaker Financial Services
Virginia
-$1.16M
2
CA
Cornerstone Advisors
North Carolina
-$557K
3
SCM
Saba Capital Management
New York
-$396K
4
LCM
Landscape Capital Management
New Jersey
-$309K
5
Raymond James Financial
Raymond James Financial
Florida
-$222K
Name Holding Trade Value Shares
Change 		Shares
Change %
Koshinski Asset Management
26
Koshinski Asset Management
Illinois
$256K -$25.8K -1,484 -9%
Invesco
27
Invesco
Georgia
$228K +$228K +13,096 New
Stifel Financial
28
Stifel Financial
Missouri
$203K -$1.29K -74 -0.6%
ME
29
McIlrath & Eck
Washington
$129K +$2.28K +131 +2%
PNC Financial Services Group
30
PNC Financial Services Group
Pennsylvania
$107K -$6.72K -386 -6%
Osaic Holdings
31
Osaic Holdings
Arizona
$74.9K +$9.29K +533 +14%
Northwestern Mutual Wealth Management
32
Northwestern Mutual Wealth Management
Wisconsin
$34.3K – – –
JPMorgan Chase & Co
33
JPMorgan Chase & Co
New York
$26.1K +$26.1K +1,496 New
KAS
34
Kestra Advisory Services
Texas
$25.4K +$25.4K +1,458 New
NWMP
35
Noble Wealth Management PBC
Colorado
$17.4K – – –
AA
36
Ancora Advisors
Ohio
$17.4K – – –
Bank of America
37
Bank of America
North Carolina
$6.72K – – –
LI
38
LRI Investments
Florida
$5.32K – – –
LWANC
39
Laurel Wealth Advisors (North Carolina)
North Carolina
$3.48K – – –
CA
40
CoreCap Advisors
Michigan
$252 – – –
SFS
41
Shaker Financial Services
Virginia
– -$1.16M -65,394 Closed
CA
42
Cornerstone Advisors
North Carolina
– -$557K -31,426 Closed
LCM
43
Landscape Capital Management
New Jersey
– -$309K -17,462 Closed
Raymond James Financial
44
Raymond James Financial
Florida
– -$222K -12,520 Closed
TF
45
Tandem Financial
Colorado
– -$18.1K -1,022 Closed
TRCT
46
Tower Research Capital (TRC)
New York
– -$3.74K -211 Closed
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