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Bank of Marin Bancorp

138 hedge funds and large institutions have $250M invested in Bank of Marin Bancorp in 2025 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 42 increasing their positions, 36 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

238% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 8

17% more repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 36

16% more funds holding

Funds holding: 119138 (+19)

10% more capital invested

Capital invested by funds: $226M → $250M (+$23.6M)

2.59% more ownership

Funds ownership: 61.02%63.61% (+2.6%)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
138
Holders Change
+19
Holders Change %
+15.97%
% of All Funds
1.81%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
27
Increased
42
Reduced
36
Closed
8
Calls
$16K
Puts
Net Calls
+$16K
Net Calls Change
+$1K
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of New York Mellon
26
Bank of New York Mellon
New York
$1.77M -$21.3K -883 -1%
PWM
27
Perigon Wealth Management
California
$1.5M -$13.1K -540 -0.9%
Creative Planning
28
Creative Planning
Kansas
$1.46M +$164K +6,770 +13%
Fisher Asset Management
29
Fisher Asset Management
Washington
$1.27M
TI
30
Trexquant Investment
Connecticut
$1.2M +$909K +37,585 +316%
Franklin Resources
31
Franklin Resources
California
$1.14M +$357K +14,753 +129%
Barclays
32
Barclays
United Kingdom
$1.1M -$87.7K -3,628 -7%
QCM
33
Quantinno Capital Management
New York
$997K +$270K +11,171 +37%
American Century Companies
34
American Century Companies
Missouri
$966K -$670K -27,710 -41%
Goldman Sachs
35
Goldman Sachs
New York
$898K +$69.1K +2,860 +8%
PWP
36
Private Wealth Partners
California
$898K
Jane Street
37
Jane Street
New York
$888K +$165K +6,827 +23%
SIM
38
SummerHaven Investment Management
Connecticut
$799K +$796K +32,919 New
Bank of America
39
Bank of America
North Carolina
$794K -$171K -7,093 -18%
Invesco
40
Invesco
Georgia
$767K +$80.9K +3,348 +12%
EF
41
Empowered Funds
Pennsylvania
$765K +$82.2K +3,398 +12%
Connor, Clark & Lunn Investment Management (CC&L)
42
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$762K -$124K -5,122 -14%
RC
43
RBF Capital
California
$731K
N
44
Nuveen
North Carolina
$638K
CSS
45
Cubist Systematic Strategies
Connecticut
$635K +$632K +26,153 New
N
46
Numerai
California
$566K -$58.9K -2,437 -9%
FCH
47
Freestone Capital Holdings
Washington
$565K
Cerity Partners
48
Cerity Partners
New York
$558K +$55.3K +2,287 +11%
Wells Fargo
49
Wells Fargo
California
$556K +$2.2K +91 +0.4%
RhumbLine Advisers
50
RhumbLine Advisers
Massachusetts
$550K -$24.5K -1,014 -4%

BMRC Hedge Fund Activity: Q3 2025 in Review

138 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in Bank of Marin Bancorp (BMRC) for Q3 2025, worth a combined $250M — up 10% from $226M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new BMRC positions and 8 closed out — a net gain of 19 holders — while 42 added to existing stakes and 36 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $16.6M. The largest seller was North Reef Capital Management, exiting entirely with an estimated $13.7M sold.

  • 138 institutional investors held Bank of Marin Bancorp (BMRC) as of Q3 2025, up from 119 in Q2 2025.
  • Funds reported $250M of Bank of Marin Bancorp stock for Q3 2025, up 10% quarter-over-quarter.
  • 27 funds opened new Bank of Marin Bancorp positions in Q3 2025 and 8 closed out, a net change of +19 holders.
  • The largest Bank of Marin Bancorp buyer in Q3 2025 was Wellington Management Group, an estimated $16.6M added.
  • The largest Bank of Marin Bancorp seller in Q3 2025 was North Reef Capital Management, an estimated $13.7M sold.

Based on aggregated 13F filings for Q3 2025.