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Bank of Marin Bancorp
BMRC

133 hedge funds and large institutions have $263M invested in Bank of Marin Bancorp in 2025 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 43 increasing their positions, 43 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% more capital invested

Capital invested by funds: $250M → $263M (+$13.7M)

0% more repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 43

0% more call options, than puts

Call options by funds: $3K | Put options by funds: $3K

0.71% less ownership

Funds ownership: 63.61% → 62.9% (-0.71%)

8% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 12

4% less funds holding

Funds holding: 138 → 133 (-5)

Holders
133
Holders Change
-5
Holders Change %
-3.62%
% of All Funds
1.62%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
43
Reduced
43
Closed
12
Calls
$3K
Puts
$3K
Net Calls
–
Net Calls Change
-$16K

Top Buyers

Rank Fund Capital Flow
1
HA
Heartland Advisors
Wisconsin
+$5.13M
2
WP
Westmount Partners
California
+$2.95M
3
BOM
Bank of Marin
California
+$2.1M
4
Citadel Advisors
Citadel Advisors
Florida
+$1.62M
5
Raymond James Financial
Raymond James Financial
Florida
+$953K

Top Sellers

Rank Fund Capital Flow
1
FL
Fourthstone LLC
Missouri
-$5.48M
2
UBS Group
UBS Group
Switzerland
-$3.26M
3
EPCA
Elizabeth Park Capital Advisors
Ohio
-$2.68M
4
BCM
Bridgeway Capital Management
Texas
-$1.7M
5
EF
Empowered Funds
Pennsylvania
-$765K
Name Holding Trade Value Shares
Change 		Change in
Stake
RIL
126
Rothschild Investment LLC
Illinois
$1.74K +$206 +8 +14%
IA
127
IFP Advisors
Florida
$1.69K +$540 +21 +48%
PFBT
128
Parkside Financial Bank & Trust
Missouri
$651 – – –
CFB
129
Cullen/Frost Bankers
Texas
$599 – – –
SS
130
SBI Securities
Japan
$364 +$180 +7 +100%
TWD
131
True Wealth Design
Ohio
$235 +$26 +1 +13%
Osaic Holdings
132
Osaic Holdings
Arizona
$208 – – –
EPCA
133
Elizabeth Park Capital Advisors
Ohio
– -$2.68M -110,512 Closed
EF
134
Empowered Funds
Pennsylvania
– -$765K -31,494 Closed
N
135
Numerai
California
– -$566K -23,292 Closed
ECM
136
ExodusPoint Capital Management
New York
– -$481K -19,816 Closed
Squarepoint
137
Squarepoint
New York
– -$309K -12,733 Closed
CL
138
Choreo LLC
Illinois
– -$282K -11,626 Closed
BHCM
139
Brevan Howard Capital Management
Jersey
– -$282K -11,599 Closed
SI
140
Stephens Inc
Arkansas
– -$275K -11,343 Closed
First Trust Advisors
141
First Trust Advisors
Illinois
– -$220K -9,065 Closed
AAS
142
Ameritas Advisory Services
Nebraska
– -$72.9K -3,001 Closed
ASN
143
Advisory Services Network
Georgia
– -$12.2K -504 Closed
CA
144
Clearstead Advisors
Ohio
– -$170 -7 Closed
2 3 4 5
6

BMRC Hedge Fund Activity: Q4 2025 in Review

133 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Bank of Marin Bancorp (BMRC) for Q4 2025, worth a combined $263M — up 5.5% from $250M a quarter earlier.

Sellers outnumbered buyers: 12 funds closed out of BMRC and 11 opened new positions — a net loss of 1 holder — while 43 trimmed existing stakes and 43 added.

The largest buyer was Heartland Advisors, opening a new position worth an estimated $5.13M. The largest seller was Fourthstone LLC, cutting an estimated $5.48M.

  • 133 institutional investors held Bank of Marin Bancorp (BMRC) as of Q4 2025, down from 138 in Q3 2025.
  • Funds reported $263M of Bank of Marin Bancorp stock for Q4 2025, up 5.5% quarter-over-quarter.
  • 11 funds opened new Bank of Marin Bancorp positions in Q4 2025 and 12 closed out, a net change of -1 holder.
  • The largest Bank of Marin Bancorp buyer in Q4 2025 was Heartland Advisors, an estimated $5.13M added.
  • The largest Bank of Marin Bancorp seller in Q4 2025 was Fourthstone LLC, an estimated $5.48M sold.

Based on aggregated 13F filings for Q4 2025.