Bancroft Fund
BCV
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.
17% more repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 12
11% more capital invested
Capital invested by funds: $29.5M → $32.7M (+$3.2M)
3.65% more ownership
Funds ownership: 28.35% → 32% (+3.6%)
7% less funds holding
Funds holding: 43 → 40 (-3)
50% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 6
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
+$3.21M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
+$2.85M |
| 3 |
Invesco
Atlanta,
Georgia
|
+$237K |
| 4 |
BI
Beckerman Institutional
Ocean Grove,
New Jersey
|
+$162K |
| 5 |
LPL Financial
San Diego,
California
|
+$144K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
-$1.16M |
| 2 |
CA
Cornerstone Advisors
Asheville,
North Carolina
|
-$557K |
| 3 |
SCM
Saba Capital Management
New York
|
-$411K |
| 4 |
LCM
Landscape Capital Management
Englewood,
New Jersey
|
-$309K |
| 5 |
Raymond James Financial
St Petersburg,
Florida
|
-$222K |
BCV Hedge Fund Activity: Q1 2025 in Review
40 of the 7,472 institutional investors tracked by Wall St. Rank reported a position in Bancroft Fund (BCV) for Q1 2025, worth a combined $32.7M — up 11% from $29.5M a quarter earlier.
Sellers outnumbered buyers: 6 funds closed out of BCV and 3 opened new positions — a net loss of 3 holders — while 12 trimmed existing stakes and 14 added.
The largest buyer was Sit Investment Associates, adding an estimated $3.21M. The largest seller was Shaker Financial Services, exiting entirely with an estimated $1.16M sold.
- 40 institutional investors held Bancroft Fund (BCV) as of Q1 2025, down from 43 in Q4 2024.
- Funds reported $32.7M of Bancroft Fund stock for Q1 2025, up 11% quarter-over-quarter.
- 3 funds opened new Bancroft Fund positions in Q1 2025 and 6 closed out, a net change of -3 holders.
- The largest Bancroft Fund buyer in Q1 2025 was Sit Investment Associates, an estimated $3.21M added.
- The largest Bancroft Fund seller in Q1 2025 was Shaker Financial Services, an estimated $1.16M sold.
Based on aggregated 13F filings for Q1 2025.