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Bank of Marin Bancorp

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: 138133 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$37M -$146K -5,669 -0.4%
Wellington Management Group
2
Wellington Management Group
Massachusetts
$24M -$537K -20,892 -2%
Vanguard Group
3
Vanguard Group
Pennsylvania
$21.9M +$117K +4,560 +0.5%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$20M -$431K -16,767 -2%
AllianceBernstein
5
AllianceBernstein
Tennessee
$17.2M -$349K -13,556 -2%
HAM
6
HoldCo Asset Management
Florida
$13.1M
Manulife (Manufacturers Life Insurance)
7
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$11.7M -$72.3K -2,813 -0.6%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$10M +$341K +13,258 +4%
Ameriprise
9
Ameriprise
Minnesota
$9.92M +$89.8K +3,490 +0.9%
State Street
10
State Street
Massachusetts
$8.76M -$335K -13,029 -4%
Hotchkis & Wiley Capital Management
11
Hotchkis & Wiley Capital Management
California
$7.03M -$79.7K -3,100 -1%
Morgan Stanley
12
Morgan Stanley
New York
$6.82M +$756K +29,394 +13%
HA
13
Heartland Advisors
Wisconsin
$5.19M +$5.13M +199,570 New
Two Sigma Investments
14
Two Sigma Investments
New York
$3.63M +$408K +15,878 +13%
Charles Schwab
15
Charles Schwab
California
$3.36M -$2.44K -95 -0.1%
KCM
16
Kennedy Capital Management
Missouri
$3.15M -$19.4K -753 -0.6%
AQR Capital Management
17
AQR Capital Management
Connecticut
$3.07M +$258K +10,041 +9%
Acadian Asset Management
18
Acadian Asset Management
Massachusetts
$3.07M +$135K +5,256 +5%
Northern Trust
19
Northern Trust
Illinois
$3.05M -$177K -6,866 -6%
WP
20
Westmount Partners
California
$2.98M +$2.95M +114,559 New
Two Sigma Advisers
21
Two Sigma Advisers
New York
$2.89M +$393K +15,300 +16%
BOM
22
Bank of Marin
California
$2.71M +$2.1M +81,656 +365%
Prudential Financial
23
Prudential Financial
New Jersey
$2.54M -$1.96K -76 -0.1%
Renaissance Technologies
24
Renaissance Technologies
New York
$2.48M -$221K -8,576 -8%
Bank of New York Mellon
25
Bank of New York Mellon
New York
$1.89M -$11.7K -454 -0.6%

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.