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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
First Trust Advisors
76
First Trust Advisors
Illinois
$220K -$35.6K -1,471 -14%
BP
77
Ballentine Partners
Massachusetts
$219K -$2.73K -113 -1%
MIM
78
MetLife Investment Management
New Jersey
$217K +$216K +8,917 New
WHC
79
Wulff, Hansen & Co
California
$207K +$207K +8,542 New
IC
80
IEQ Capital
California
$207K +$207K +8,541 New
Raymond James Financial
81
Raymond James Financial
Florida
$205K
AAP
82
Arax Advisory Partners
Colorado
$205K +$196K +8,114 +2,560%
A
83
AlphaQuest
New York
$195K +$194K +8,042 New
MCM
84
MAI Capital Management
Ohio
$181K +$34.7K +1,435 +24%
Mirae Asset Global ETFs Holdings
85
Mirae Asset Global ETFs Holdings
Hong Kong
$164K -$32K -1,323 -16%
JP Morgan Chase
86
JP Morgan Chase
New York
$163K -$8.87K -367 -5%
Carson Wealth (CWM LLC)
87
Carson Wealth (CWM LLC)
Nebraska
$155K +$60K +2,481 +64%
New York State Common Retirement Fund
88
New York State Common Retirement Fund
New York
$144K
ACM
89
Aquatic Capital Management
Illinois
$143K -$20K -828 -12%
US Bancorp
90
US Bancorp
Minnesota
$134K -$701 -29 -0.5%
AF
91
Allworth Financial
California
$102K +$3.43K +142 +4%
PFSRSONJ
92
Police & Firemen's Retirement System of New Jersey
New Jersey
$100K
Fidelity Investments
93
Fidelity Investments
Massachusetts
$76.7K +$5.97K +247 +8%
PA
94
Parallel Advisors
California
$75.5K
Royal Bank of Canada
95
Royal Bank of Canada
Ontario, Canada
$73K -$18.5K -764 -20%
AAS
96
Ameritas Advisory Services
Nebraska
$72.9K
BNP Paribas Financial Markets
97
BNP Paribas Financial Markets
France
$70.2K +$32.8K +1,356 +88%
Rockefeller Capital Management
98
Rockefeller Capital Management
New York
$65.1K +$64.8K +2,680 New
QCG
99
Quadrant Capital Group
Ohio
$57K +$56.7K +2,346 New
VCM
100
Versant Capital Management
Arizona
$38K

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.