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Bank of Marin Bancorp
BMRC

Overview Fund Activity

123 hedge funds and large institutions have $212M invested in Bank of Marin Bancorp in 2025 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 41 increasing their positions, 40 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
123
Holders Change
+7
Holders Change %
+6.03%
% of All Funds
1.67%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
18
Increased
41
Reduced
40
Closed
10
Calls
$53K
Puts
$4K
Net Calls
+$49K
Net Calls Change
-$499K

Top Buyers

1
NRCM
1
North Reef Capital Management
California
$13.9M
2
EIM
2
Essex Investment Management
Massachusetts
$2.93M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$1.67M
4
Ameriprise
4
Ameriprise
Minnesota
$8.06M
5
AllianceBernstein
5
AllianceBernstein
Tennessee
$15.5M

Top Sellers

1
Hotchkis & Wiley Capital Management
1
Hotchkis & Wiley Capital Management
California
$2.91M
2
Citadel Advisors
2
Citadel Advisors
Florida
$701K
3
BlackRock
3
BlackRock
New York
$35M
4
KCM
4
Kennedy Capital Management
Missouri
$2.5M
5
State Street
5
State Street
Massachusetts
$7.56M
Name Holding Trade Value Shares
Change 		Shares
Change %
EWA
101
EverSource Wealth Advisors
Alabama
$6.33K +$22 +1 +0.3%
QCG
102
Quadrant Capital Group
Ohio
$6.03K +$2.98K +135 +98%
SCM
103
Sterling Capital Management
North Carolina
$6.03K -$5.32K -241 -47%
S
104
SignatureFD
Georgia
$5.78K +$2.36K +107 +69%
MPWT
105
MassMutual Private Wealth & Trust
Connecticut
$5.23K – – –
Russell Investments Group
106
Russell Investments Group
United Kingdom
$5.03K +$2.45K +111 +95%
PWMG
107
Private Wealth Management Group
New Jersey
$4.88K – – –
Jones Financial Companies
108
Jones Financial Companies
Missouri
$4.17K – – –
RTL
109
Red Tortoise LLC
Georgia
$4.08K – – –
SAM
110
Smartleaf Asset Management
Massachusetts
$3.82K -$1.71K -78 -31%
SW
111
SVB Wealth
Massachusetts
$3.71K +$3.71K +168 New
CA
112
Continuum Advisory
Idaho
$2.56K – – –
HNB
113
Huntington National Bank
Ohio
$1.37K -$88 -4 -6%
AAP
114
Arax Advisory Partners
Colorado
$1.1K – – –
RIL
115
Rothschild Investment LLC
Illinois
$772 – – –
RA
116
Rise Advisors
New York
$441 +$441 +20 New
FFA
117
Farther Finance Advisors
California
$394 – – –
SC
118
Stephens Consulting
Michigan
$332 +$332 +15 New
WA
119
Whipplewood Advisors
Colorado
$309 +$259 +145 +518%
IA
120
IFP Advisors
Florida
$221 -$238 – –
LC
121
Lindbrook Capital
California
$221 +$221 +10 New
SS
122
SBI Securities
Japan
$132 +$44 +2 +50%
RHCA
123
Rosenthal Henry Capital Advisors
Indiana
– -$471K -19,800 Closed
DADC
124
D.A. Davidson & Co
Montana
– -$380K -15,969 Closed
William Blair & Company
125
William Blair & Company
Illinois
– -$219K -9,230 Closed
2 3 4
5
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