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BCV

Bancroft Fund
BCV

37 hedge funds and large institutions have $37.1M invested in Bancroft Fund in 2025 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 16 increasing their positions, 10 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 10

13% more capital invested

Capital invested by funds: $32.7M → $37.1M (+$4.41M)

1.47% more ownership

Funds ownership: 32% → 33.47% (+1.5%)

8% less funds holding

Funds holding: 40 → 37 (-3)

40% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 5

Holders
37
Holders Change
-3
Holders Change %
-7.5%
% of All Funds
0.49%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
16
Reduced
10
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Ameriprise
Ameriprise
Minnesota
+$1.24M
2
Invesco
Invesco
Georgia
+$325K
3
GC
Guggenheim Capital
Illinois
+$312K
4
LPL Financial
LPL Financial
California
+$254K
5
Morgan Stanley
Morgan Stanley
New York
+$241K

Top Sellers

Rank Fund Capital Flow
1
BI
Bulldog Investors
New Jersey
-$687K
2
CPRC
Consolidated Portfolio Review Corp
New York
-$225K
3
Pathstone Holdings
Pathstone Holdings
New Jersey
-$172K
4
SCM
Saba Capital Management
New York
-$132K
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$48.7K
Name Holding Trade Value Shares
Change 		Change in
Stake
WAM
26
Wolverine Asset Management
Illinois
$239K +$222K +12,649 New
Koshinski Asset Management
27
Koshinski Asset Management
Illinois
$233K -$41.8K -2,385 -16%
Stifel Financial
28
Stifel Financial
Missouri
$226K +$5.72K +326 +3%
Osaic Holdings
29
Osaic Holdings
Arizona
$159K +$72.2K +4,118 +96%
ME
30
McIlrath & Eck
Washington
$143K +$2.3K +131 +2%
Raymond James Financial
31
Raymond James Financial
Florida
$136K +$126K +7,174 New
PNC Financial Services Group
32
PNC Financial Services Group
Pennsylvania
$116K – – –
AA
33
Ancora Advisors
Ohio
$18.9K – – –
AF
34
Allworth Financial
California
$18.9K +$17.5K +1,000 New
Bank of America
35
Bank of America
North Carolina
$7.29K – – –
LI
36
LRI Investments
Florida
$5.77K – – –
CA
37
CoreCap Advisors
Michigan
$273 – – –
BI
38
Bulldog Investors
New Jersey
– -$687K -39,448 Closed
Northwestern Mutual Wealth Management
39
Northwestern Mutual Wealth Management
Wisconsin
– -$34.3K -1,971 Closed
JP Morgan Chase
40
JP Morgan Chase
New York
– -$26.1K -1,496 Closed
KAS
41
Kestra Advisory Services
Texas
– -$25.4K -1,458 Closed
LWANC
42
Laurel Wealth Advisors (North Carolina)
North Carolina
– -$3.48K -200 Closed
1
2

BCV Hedge Fund Activity: Q2 2025 in Review

37 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Bancroft Fund (BCV) for Q2 2025, worth a combined $37.1M — up 13% from $32.7M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of BCV and 3 opened new positions — a net loss of 2 holders — while 10 trimmed existing stakes and 16 added.

The largest buyer was Ameriprise, adding an estimated $1.24M. The largest seller was Bulldog Investors, exiting entirely with an estimated $687K sold.

  • 37 institutional investors held Bancroft Fund (BCV) as of Q2 2025, down from 40 in Q1 2025.
  • Funds reported $37.1M of Bancroft Fund stock for Q2 2025, up 13% quarter-over-quarter.
  • 3 funds opened new Bancroft Fund positions in Q2 2025 and 5 closed out, a net change of -2 holders.
  • The largest Bancroft Fund buyer in Q2 2025 was Ameriprise, an estimated $1.24M added.
  • The largest Bancroft Fund seller in Q2 2025 was Bulldog Investors, an estimated $687K sold.

Based on aggregated 13F filings for Q2 2025.