BCV

Bancroft Fund
BCV

38 hedge funds and large institutions have $46.9M invested in Bancroft Fund in 2026 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 13 increasing their positions, 13 reducing their positions, and 0 closing their positions.

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New
Increased
Maintained
Reduced
Closed

more funds holding

Funds holding: →

more ownership

Funds ownership: →

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less capital invested

Capital invested by funds: $ → $
Holders
38
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
–
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
–
Puts
–
Net Calls
Net Calls Change

Top Buyers

1
+$823K
2
+$523K
3
+$345K
4
First Trust Advisors
First Trust Advisors
Illinois
+$317K
5
WAM
Wolverine Asset Management
Illinois
+$313K

Top Sellers

1
-$1.92M
2
-$555K
3
-$286K
4
LPL Financial
LPL Financial
California
-$146K
5
GC
Guggenheim Capital
Illinois
-$137K
Name Holding Trade Value Shares
Change 		Change in
Stake
Envestnet Asset Management
26
Envestnet Asset Management
Illinois
$347K
SFS
27
Shaker Financial Services
Virginia
$328K
Commonwealth Equity Services
28
Commonwealth Equity Services
Massachusetts
$303K
WAM
29
Wolverine Asset Management
Illinois
$294K
CIA
30
Concurrent Investment Advisors
Florida
$274K
PNC Financial Services Group
31
PNC Financial Services Group
Pennsylvania
$198K
CT
32
Caldwell Trust
Florida
$53.4K
AA
33
Ancora Advisors
Ohio
$21.5K
AF
34
Allworth Financial
California
$21.5K
NWMP
35
Noble Wealth Management PBC
Colorado
$21.5K
NA
36
NewEdge Advisors
Louisiana
$15.2K
LI
37
LRI Investments
Florida
$6.66K
AssetMark Inc
38
AssetMark Inc
California
$6.25K
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