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The Bancorp

265 hedge funds and large institutions have $2.85B invested in The Bancorp in 2025 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 85 increasing their positions, 114 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

141% more call options, than puts

Call options by funds: $3.17M | Put options by funds: $1.32M

10% more capital invested

Capital invested by funds: $2.59B → $2.85B (+$263M)

5.21% more ownership

Funds ownership: 101.84%107.05% (+5.2%)

3% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 36

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

0% less funds holding

Funds holding: 266265 (-1)

25% less repeat investments, than reductions

Existing positions increased: 85 | Existing positions reduced: 114

Holders
265
Holders Change
-1
Holders Change %
-0.38%
% 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
85
Reduced
114
Closed
36
Calls
$3.17M
Puts
$1.32M
Net Calls
+$1.85M
Net Calls Change
-$140K
Name Holding Trade Value Shares
Change
Change in
Stake
BTI
226
Blue Trust Inc
Georgia
$15.6K
VCM
227
Versant Capital Management
Arizona
$14.3K +$1.11K +22 +10%
Fifth Third Bancorp
228
Fifth Third Bancorp
Ohio
$13.3K -$607 -12 -5%
Bessemer Group
229
Bessemer Group
New Jersey
$13K +$354 +7 +3%
EWA
230
EverSource Wealth Advisors
Alabama
$12.2K +$3.89K +77 +56%
HCA
231
Harbor Capital Advisors
Illinois
$12K -$2.07K -41 -16%
TPWA
232
Twin Peaks Wealth Advisors
California
$11.9K +$8.95K +177 New
FDCDDQ
233
Federation des caisses Desjardins du Quebec
Quebec, Canada
$10.8K
ME
234
McIlrath & Eck
Washington
$6.84K
TWC
235
TD Waterhouse Canada
Ontario, Canada
$6.75K -$295K -5,842 -98%
MPWT
236
MassMutual Private Wealth & Trust
Connecticut
$6.38K +$860 +17 +18%
SCM
237
Sterling Capital Management
North Carolina
$6.27K +$1.26K +25 +29%
RIL
238
Rothschild Investment LLC
Illinois
$6.27K +$3.03K +60 +120%
MCM
239
MAI Capital Management
Ohio
$5.41K +$4.8K +95 New
Northwestern Mutual Wealth Management
240
Northwestern Mutual Wealth Management
Wisconsin
$5.13K +$4.55K +90 New
CIAM
241
Caitong International Asset Management
Hong Kong
$4.33K -$405 -8 -10%
HWM
242
Hemington Wealth Management
Virginia
$3K +$1.42K +28 +108%
GGI
243
Godsey & Gibb Inc
Virginia
$2.73K
C
244
Covestor
United Kingdom
$2K -$152 -3 -10%
HFS
245
Hantz Financial Services
Michigan
$2K +$1.62K +32 +640%
FMII
246
Farmers & Merchants Investments Inc
Nebraska
$1.82K
HWP
247
Highline Wealth Partners
California
$1.25K -$1.36K -27 -55%
CT
248
Clearstead Trust
Maine
$1.14K +$1.01K +20 New
AW
249
Avion Wealth
Texas
$1K +$910 +18 New
JWA
250
JFS Wealth Advisors
Pennsylvania
$969 +$152 +3 +21%

TBBK Hedge Fund Activity: Q2 2025 in Review

265 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in The Bancorp (TBBK) for Q2 2025, worth a combined $2.85B — up 10% from $2.59B a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new TBBK positions and 36 closed out — a net gain of 1 holder — while 85 added to existing stakes and 114 trimmed.

The largest buyer was UBS Group, adding an estimated $38.5M. The largest seller was Driehaus Capital Management, exiting entirely with an estimated $21.2M sold.

  • 265 institutional investors held The Bancorp (TBBK) as of Q2 2025, down from 266 in Q1 2025.
  • Funds reported $2.85B of The Bancorp stock for Q2 2025, up 10% quarter-over-quarter.
  • 37 funds opened new The Bancorp positions in Q2 2025 and 36 closed out, a net change of +1 holder.
  • The largest The Bancorp buyer in Q2 2025 was UBS Group, an estimated $38.5M added.
  • The largest The Bancorp seller in Q2 2025 was Driehaus Capital Management, an estimated $21.2M sold.

Based on aggregated 13F filings for Q2 2025.