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The Bancorp

278 hedge funds and large institutions have $2.21B invested in The Bancorp in 2026 Q1 according to their latest regulatory filings, with 51 funds opening new positions, 97 increasing their positions, 99 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

931% more call options, than puts

Call options by funds: $7.92M | Put options by funds: $768K

16% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 44

1% more funds holding

Funds holding: 276278 (+2)

2% less repeat investments, than reductions

Existing positions increased: 97 | Existing positions reduced: 99

4.11% less ownership

Funds ownership: 101.4%97.29% (-4.1%)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

27% less capital invested

Capital invested by funds: $3.01B → $2.21B (-$801M)

Holders
278
Holders Change
+2
Holders Change %
+0.72%
% of All Funds
3.42%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.06%
New
51
Increased
97
Reduced
99
Closed
44
Calls
$7.92M
Puts
$768K
Net Calls
+$7.15M
Net Calls Change
+$4.47M
Name Holding Trade Value Shares
Change
Change in
Stake
QCG
251
Quadrant Capital Group
Ohio
$1.83K
CFO
252
CVA Family Office
Colorado
$1.67K +$1.86K +31 New
ZBNA
253
Zions Bancorporation, National Association
Utah
$1.61K +$838 +14 +88%
AssetMark Inc
254
AssetMark Inc
California
$1.45K
FMII
255
Farmers & Merchants Investments Inc
Nebraska
$1.34K -$120 -2 -7%
JWM
256
JPL Wealth Management
Colorado
$1.24K +$1.38K +23 New
JWA
257
JFS Wealth Advisors
Pennsylvania
$1.24K -$60 -1 -4%
SEP
258
Signature Equity Partners
Ohio
$1.02K -$1.38K -23 -55%
EP
259
Essential Partners
California
$913 +$1.02K +17 New
BIA
260
Bell Investment Advisors
California
$806
FFO
261
Fortitude Family Office
Arizona
$806 +$599 +10 +200%
SIC
262
SJS Investment Consulting
Ohio
$538 +$359 +6 +150%
AW
263
Ankerstar Wealth
Texas
$430
HI
264
Harbour Investments
Wisconsin
$429 +$419 +7 New
DPW
265
DiNuzzo Private Wealth
Pennsylvania
$323
TCM
266
TD Capital Management
Tennessee
$269
GWM
267
Gilpin Wealth Management
Colorado
$269 +$60 +1 +25%
AWM
268
Abound Wealth Management
Tennessee
$215
HFS
269
Hughes Financial Services
Virginia
$215 +$239 +4 New
PWMG
270
Prestige Wealth Management Group
New Jersey
$162 +$180 +3 New
RWM
271
Rialto Wealth Management
New York
$108
HIA
272
HFM Investment Advisors
New Jersey
$107 -$60 -1 -33%
SS
273
SBI Securities
Japan
$107
TFM
274
TFC Financial Management
Massachusetts
$54
CW
275
Curio Wealth
Maryland
$54 +$60 +1 New