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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
BlackRock
1
BlackRock
New York
$35M -$1.13M -47,435 -3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$18.5M +$243K +10,250 +1%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$16.1M -$150K -6,327 -0.9%
AllianceBernstein
4
AllianceBernstein
Tennessee
$15.5M +$1.09M +46,020 +7%
NRCM
5
North Reef Capital Management
California
$13.9M +$3.82M +161,044 +34%
Manulife (Manufacturers Life Insurance)
6
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$10.3M +$7.17K +302 +0.1%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$8.18M +$306K +12,876 +4%
Ameriprise
8
Ameriprise
Minnesota
$8.06M +$1.64M +69,280 +23%
State Street
9
State Street
Massachusetts
$7.56M -$753K -31,720 -8%
Morgan Stanley
10
Morgan Stanley
New York
$5.95M -$225K -9,470 -3%
EPCA
11
Elizabeth Park Capital Advisors
Ohio
$4.85M -$451K -19,000 -8%
Acadian Asset Management
12
Acadian Asset Management
Massachusetts
$3.91M
BCM
13
Basswood Capital Management
New York
$3.66M
American Century Companies
14
American Century Companies
Missouri
$3.01M -$136K -5,742 -4%
EIM
15
Essex Investment Management
Massachusetts
$2.93M +$3.16M +132,943 New
Hotchkis & Wiley Capital Management
16
Hotchkis & Wiley Capital Management
California
$2.91M -$1.59M -66,810 -34%
Northern Trust
17
Northern Trust
Illinois
$2.89M -$247K -10,407 -7%
Charles Schwab
18
Charles Schwab
California
$2.69M +$22.6K +954 +0.8%
KCM
19
Kennedy Capital Management
Missouri
$2.5M -$922K -38,845 -26%
Prudential Financial
20
Prudential Financial
New Jersey
$2.29M +$170K +7,154 +7%
Renaissance Technologies
21
Renaissance Technologies
New York
$2.27M -$112K -4,724 -4%
ZIM
22
Zacks Investment Management
Illinois
$2.27M +$37.1K +1,563 +2%
BCM
23
Bridgeway Capital Management
Texas
$2.26M +$47K +1,981 +2%
Wellington Management Group
24
Wellington Management Group
Massachusetts
$1.67M +$1.79M +75,578 New
Bank of New York Mellon
25
Bank of New York Mellon
New York
$1.64M -$16.4K -691 -0.9%

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.