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The Bancorp

272 hedge funds and large institutions have $3B invested in The Bancorp in 2025 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 75 increasing their positions, 134 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

less ownership

Funds ownership:

less funds holding

Funds holding:

less funds holding in top 10

Funds holding in top 10:

15% less capital invested

Capital invested by funds: $3.52B → $3B (-$520M)

41% less first-time investments, than exits

New positions opened: 30 | Existing positions closed: 51

44% less repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 134

Holders
272
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$3.24M
Puts
$560K
Net Calls
Net Calls Change

Top Buyers

1 +$17.7M
2 +$16.6M
3 +$15.1M
4
Goldman Sachs
Goldman Sachs
New York
+$10.7M
5
Ameriprise
Ameriprise
Minnesota
+$10.3M

Top Sellers

1 -$34.3M
2 -$26.5M
3 -$24.9M
4
BlackRock
BlackRock
New York
-$18.3M
5
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$18.1M
Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
226
Carson Wealth (CWM LLC)
Nebraska
$24K
Ohio Public Employees Retirement System (OPERS)
227
Ohio Public Employees Retirement System (OPERS)
Ohio
$21.6K
GRP
228
Global Retirement Partners
California
$21.1K
RIL
229
Rothschild Investment LLC
Illinois
$20.9K
ME
230
McIlrath & Eck
Washington
$20.6K
SL
231
Salomon & Ludwin
Virginia
$20.4K
AT
232
Arlington Trust
Alabama
$20.3K
VCM
233
Versant Capital Management
Arizona
$18.8K
SCM
234
Sterling Capital Management
North Carolina
$18.7K
Fifth Third Bancorp
235
Fifth Third Bancorp
Ohio
$18.3K
HFS
236
Hantz Financial Services
Michigan
$17K
EWA
237
EverSource Wealth Advisors
Alabama
$14.2K
HCA
238
Harbor Capital Advisors
Illinois
$14K
DB
239
Danske Bank
Denmark
$13.5K
MPWT
240
MassMutual Private Wealth & Trust
Connecticut
$9.45K
BTI
241
Blue Trust Inc
Georgia
$9.12K
RFP
242
Root Financial Partners
California
$6.75K
SIS
243
Sound Income Strategies
Florida
$6.41K
GGI
244
Godsey & Gibb Inc
Virginia
$3.24K
SEP
245
Signature Equity Partners
Ohio
$2.84K
QCG
246
Quadrant Capital Group
Ohio
$2.3K
FMII
247
Farmers & Merchants Investments Inc
Nebraska
$1.82K
AssetMark Inc
248
AssetMark Inc
California
$1.82K
JWA
249
JFS Wealth Advisors
Pennsylvania
$1.62K
HWP
250
Highline Wealth Partners
California
$1.49K