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The Bancorp

261 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, 111 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
261
Holders Change
-3
Holders Change %
-1.14%
% of All Funds
3.5%
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
111
Closed
36
Calls
$3.17M
Puts
$1.32M
Net Calls
+$1.85M
Net Calls Change
-$140K
Name Holding Trade Value Shares
Change
Shares
Change %
EWA
226
EverSource Wealth Advisors
Alabama
$12.2K +$4.39K +77 +56%
HCA
227
Harbor Capital Advisors
Illinois
$12K -$2.31K -41 -16%
TPWA
228
Twin Peaks Wealth Advisors
California
$11.9K +$11.9K +177 New
FDCDDQ
229
Federation des caisses Desjardins du Quebec
Quebec, Canada
$10.8K
ME
230
McIlrath & Eck
Washington
$6.84K
TWC
231
TD Waterhouse Canada
Ontario, Canada
$6.75K -$340K -5,842 -98%
MPWT
232
MassMutual Private Wealth & Trust
Connecticut
$6.38K +$969 +17 +18%
SCM
233
Sterling Capital Management
North Carolina
$6.27K +$1.42K +25 +29%
RIL
234
Rothschild Investment LLC
Illinois
$6.27K +$3.42K +60 +120%
MCM
235
MAI Capital Management
Ohio
$5.41K +$5.41K +95 New
Northwestern Mutual Wealth Management
236
Northwestern Mutual Wealth Management
Wisconsin
$5.13K +$5.13K +90 New
CIAM
237
Caitong International Asset Management
Hong Kong
$4.33K -$456 -8 -10%
HWM
238
Hemington Wealth Management
Virginia
$3K +$1.56K +28 +108%
GGI
239
Godsey & Gibb Inc
Virginia
$2.74K
C
240
Covestor
United Kingdom
$2K -$214 -3 -10%
HFS
241
Hantz Financial Services
Michigan
$2K +$1.73K +32 +640%
FMII
242
Farmers & Merchants Investments Inc
Nebraska
$1.82K
HWP
243
Highline Wealth Partners
California
$1.25K -$1.54K -27 -55%
CT
244
Clearstead Trust
Maine
$1.14K +$1.14K +20 New
AW
245
Avion Wealth
Texas
$1K +$1K +18 New
JWA
246
JFS Wealth Advisors
Pennsylvania
$969 +$171 +3 +21%
BIA
247
Bell Investment Advisors
California
$855
RA
248
Rise Advisors
New York
$513 +$513 +9 New
Fuller & Thaler Asset Management
249
Fuller & Thaler Asset Management
California
$484
FFO
250
Fortitude Family Office
Arizona
$399 +$399 +7 New