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Bank of Marin Bancorp

123 hedge funds and large institutions have $212M invested in Bank of Marin Bancorp in 2025 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 41 increasing their positions, 40 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,225% more call options, than puts

Call options by funds: $53K | Put options by funds: $4K

70% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 10

6% more funds holding

Funds holding: 116123 (+7)

1.94% more ownership

Funds ownership: 57.64%59.58% (+1.9%)

3% more repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 40

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

4% less capital invested

Capital invested by funds: $220M → $212M (-$8.34M)

Holders
123
Holders Change
+7
Holders Change %
+6.03%
% of All Funds
1.65%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
17
Increased
41
Reduced
40
Closed
10
Calls
$53K
Puts
$4K
Net Calls
+$49K
Net Calls Change
-$499K
Name Holding Trade Value Shares
Change
Change in
Stake
EWA
101
EverSource Wealth Advisors
Alabama
$6.33K +$24 +1 +0.3%
QCG
102
Quadrant Capital Group
Ohio
$6.03K +$3.2K +135 +98%
SCM
103
Sterling Capital Management
North Carolina
$6.03K -$5.72K -241 -47%
S
104
SignatureFD
Georgia
$5.78K +$2.54K +107 +69%
MPWT
105
MassMutual Private Wealth & Trust
Connecticut
$5.23K
Russell Investments Group
106
Russell Investments Group
United Kingdom
$5.03K +$2.63K +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 -$1.85K -78 -31%
SW
111
SVB Wealth
Massachusetts
$3.71K +$3.99K +168 New
CA
112
Continuum Advisory
Idaho
$2.56K
HNB
113
Huntington National Bank
Ohio
$1.37K -$95 -4 -6%
AAP
114
Arax Advisory Partners
Colorado
$1.1K
RIL
115
Rothschild Investment LLC
Illinois
$772
RA
116
Rise Advisors
New York
$441 +$475 +20 New
FFA
117
Farther Finance Advisors
California
$394
SC
118
Stephens Consulting
Michigan
$332 +$356 +15 New
WA
119
Whipplewood Advisors
Colorado
$309 +$3.44K +145 +518%
IA
120
IFP Advisors
Florida
$221
LC
121
Lindbrook Capital
California
$221 +$237 +10 New
SS
122
SBI Securities
Japan
$132 +$47 +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

BMRC Hedge Fund Activity: Q1 2025 in Review

123 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Bank of Marin Bancorp (BMRC) for Q1 2025, worth a combined $212M — down 3.8% from $220M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new BMRC positions and 10 closed out — a net gain of 7 holders — while 41 added to existing stakes and 40 trimmed.

The largest buyer was North Reef Capital Management, adding an estimated $3.82M. The largest seller was Hotchkis & Wiley Capital Management, cutting an estimated $1.59M.

  • 123 institutional investors held Bank of Marin Bancorp (BMRC) as of Q1 2025, up from 116 in Q4 2024.
  • Funds reported $212M of Bank of Marin Bancorp stock for Q1 2025, down 3.8% quarter-over-quarter.
  • 17 funds opened new Bank of Marin Bancorp positions in Q1 2025 and 10 closed out, a net change of +7 holders.
  • The largest Bank of Marin Bancorp buyer in Q1 2025 was North Reef Capital Management, an estimated $3.82M added.
  • The largest Bank of Marin Bancorp seller in Q1 2025 was Hotchkis & Wiley Capital Management, an estimated $1.59M sold.

Based on aggregated 13F filings for Q1 2025.