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The Bancorp
TBBK

Overview Fund Activity

260 hedge funds and large institutions have $2.84B invested in The Bancorp in 2025 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 84 increasing their positions, 110 reducing their positions, and 36 closing their positions.

Holders
260
Holders Change
-4
Holders Change %
-1.52%
% of All Funds
3.49%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
37
Increased
84
Reduced
110
Closed
36
Calls
$832K
Puts
–
Net Calls
+$832K
Net Calls Change
-$1.16M

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$62M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$139M
3
Citadel Advisors
3
Citadel Advisors
Florida
$34M
4
Goldman Sachs
4
Goldman Sachs
New York
$32.5M
5
NCM
5
Nantahala Capital Management
Connecticut
$55.2M

Top Sellers

1
DCM
1
Driehaus Capital Management
Illinois
$0
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$215M
3
BlackRock
3
BlackRock
New York
$381M
4
State Street
4
State Street
Massachusetts
$146M
5
Brown Advisory
5
Brown Advisory
Maryland
$77.3M
Name Market Value Shares Shares
Change 		Shares
Change %
HCA
226
Harbor Capital Advisors
Illinois
$12K 213 -41 -16%
TPWA
227
Twin Peaks Wealth Advisors
California
$11.9K 177 +177 New
FDCDDQ
228
Federation des caisses Desjardins du Quebec
Quebec, Canada
$10.8K 190 – –
ME
229
McIlrath & Eck
Washington
$6.84K 120 – –
TWC
230
TD Waterhouse Canada
Ontario, Canada
$6.75K 116 -5,842 -98%
MPWT
231
MassMutual Private Wealth & Trust
Connecticut
$6.38K 112 +17 +18%
SCM
232
Sterling Capital Management
North Carolina
$6.27K 110 +25 +29%
RIL
233
Rothschild Investment LLC
Illinois
$6.27K 110 +60 +120%
MCM
234
MAI Capital Management
Ohio
$5.41K 95 +95 New
Northwestern Mutual Wealth Management
235
Northwestern Mutual Wealth Management
Wisconsin
$5.13K 90 +90 New
CIAM
236
Caitong International Asset Management
Hong Kong
$4.33K 76 -8 -10%
HWM
237
Hemington Wealth Management
Virginia
$3K 54 +28 +108%
GGI
238
Godsey & Gibb Inc
Virginia
$2.74K 48 – –
C
239
Covestor
United Kingdom
$2K 28 -3 -10%
HFS
240
Hantz Financial Services
Michigan
$2K 37 +32 +640%
FMII
241
Farmers & Merchants Investments Inc
Nebraska
$1.82K 32 – –
HWP
242
Highline Wealth Partners
California
$1.25K 22 -27 -55%
CT
243
Clearstead Trust
Maine
$1.14K 20 +20 New
AW
244
Avion Wealth
Texas
$1K 18 +18 New
JWA
245
JFS Wealth Advisors
Pennsylvania
$969 17 +3 +21%
BIA
246
Bell Investment Advisors
California
$855 15 – –
RA
247
Rise Advisors
New York
$513 9 +9 New
Fuller & Thaler Asset Management
248
Fuller & Thaler Asset Management
California
$484 8 – –
FFO
249
Fortitude Family Office
Arizona
$399 7 +7 New
HNB
250
Huntington National Bank
Ohio
$342 6 -12 -67%
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