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BCV

Bancroft Fund
BCV

34 hedge funds and large institutions have $48.6M invested in Bancroft Fund in 2025 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 14 increasing their positions, 14 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

2% more capital invested

Capital invested by funds: $47.8M → $48.6M (+$721K)

0.19% more ownership

Funds ownership: 37.3% → 37.49% (+0.19%)

0% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 14

8% less funds holding

Funds holding: 37 → 34 (-3)

60% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 5

Holders
34
Holders Change
-3
Holders Change %
-8.11%
% of All Funds
0.41%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
14
Reduced
14
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SCM
Saba Capital Management
New York
+$1.06M
2
Morgan Stanley
Morgan Stanley
New York
+$727K
3
Pathstone Holdings
Pathstone Holdings
New Jersey
+$519K
4
GC
Guggenheim Capital
Illinois
+$513K
5
Invesco
Invesco
Georgia
+$463K

Top Sellers

Rank Fund Capital Flow
1
AAM
Advisors Asset Management
Colorado
-$1.24M
2
Verition Fund Management
Verition Fund Management
Connecticut
-$699K
3
SIA
Sit Investment Associates
Minnesota
-$661K
4
Wells Fargo
Wells Fargo
California
-$363K
5
CRC
Curi RMB Capital
Illinois
-$328K
Name Holding Trade Value Shares
Change 		Change in
Stake
Commonwealth Equity Services
26
Commonwealth Equity Services
Massachusetts
$311K -$43.4K -1,919 -12%
First Trust Advisors
27
First Trust Advisors
Illinois
$267K +$60.3K +2,670 +28%
Osaic Holdings
28
Osaic Holdings
Arizona
$186K +$5.4K +239 +3%
PNC Financial Services Group
29
PNC Financial Services Group
Pennsylvania
$137K -$10.3K -455 -7%
CT
30
Caldwell Trust
Florida
$54.8K +$56K +2,479 New
AF
31
Allworth Financial
California
$22.1K – – –
AA
32
Ancora Advisors
Ohio
$22.1K – – –
NWMP
33
Noble Wealth Management PBC
Colorado
$22.1K – – –
LI
34
LRI Investments
Florida
$6.84K +$90 +4 +1%
AAM
35
Advisors Asset Management
Colorado
– -$1.24M -56,498 Closed
Verition Fund Management
36
Verition Fund Management
Connecticut
– -$699K -31,929 Closed
CRC
37
Curi RMB Capital
Illinois
– -$328K -15,000 Closed
WAM
38
Wolverine Asset Management
Illinois
– -$82.3K -3,760 Closed
CA
39
CoreCap Advisors
Michigan
– -$317 -14 Closed
1
2

BCV Hedge Fund Activity: Q4 2025 in Review

34 of the 8,228 institutional investors tracked by Wall St. Rank reported a position in Bancroft Fund (BCV) for Q4 2025, worth a combined $48.6M — up 1.5% from $47.8M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of BCV and 2 opened new positions — a net loss of 3 holders — while 14 trimmed existing stakes and 14 added.

The largest buyer was Saba Capital Management, adding an estimated $1.06M. The largest seller was Advisors Asset Management, exiting entirely with an estimated $1.24M sold.

  • 34 institutional investors held Bancroft Fund (BCV) as of Q4 2025, down from 37 in Q3 2025.
  • Funds reported $48.6M of Bancroft Fund stock for Q4 2025, up 1.5% quarter-over-quarter.
  • 2 funds opened new Bancroft Fund positions in Q4 2025 and 5 closed out, a net change of -3 holders.
  • The largest Bancroft Fund buyer in Q4 2025 was Saba Capital Management, an estimated $1.06M added.
  • The largest Bancroft Fund seller in Q4 2025 was Advisors Asset Management, an estimated $1.24M sold.

Based on aggregated 13F filings for Q4 2025.