We are live on ! Find out more
TBBK icon

The Bancorp

276 hedge funds and large institutions have $3.01B invested in The Bancorp in 2025 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 77 increasing their positions, 135 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

479% more call options, than puts

Call options by funds: $3.24M | Put options by funds: $560K

0.79% less ownership

Funds ownership: 102.19%101.4% (-0.79%)

9% less funds holding

Funds holding: 304276 (-28)

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

15% less capital invested

Capital invested by funds: $3.53B → $3.01B (-$518M)

41% less first-time investments, than exits

New positions opened: 30 | Existing positions closed: 51

43% less repeat investments, than reductions

Existing positions increased: 77 | Existing positions reduced: 135

Holders
276
Holders Change
-28
Holders Change %
-9.21%
% of All Funds
3.36%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.07%
New
30
Increased
77
Reduced
135
Closed
51
Calls
$3.24M
Puts
$560K
Net Calls
+$2.68M
Net Calls Change
-$3.52M
Name Holding Trade Value Shares
Change
Change in
Stake
FMII
251
Farmers & Merchants Investments Inc
Nebraska
$1.82K -$138 -2 -7%
AssetMark Inc
252
AssetMark Inc
California
$1.82K +$1.86K +27 New
JWA
253
JFS Wealth Advisors
Pennsylvania
$1.62K +$483 +7 +41%
HWP
254
Highline Wealth Partners
California
$1.49K
CMA
255
Cedar Mountain Advisors
Oregon
$1.15K -$621 -9 -35%
BFS
256
Bare Financial Services
Pennsylvania
$1.08K +$621 +9 +129%
KFAS
257
Keating Financial Advisory Services
Kansas
$1.08K +$1.1K +16 New
ZBNA
258
Zions Bancorporation, National Association
Utah
$1.08K +$1.1K +16 New
BIA
259
Bell Investment Advisors
California
$1.01K
AW
260
Avion Wealth
Texas
$1K
AF
261
Allworth Financial
California
$946 +$759 +11 +367%
CIBC Private Wealth Group
262
CIBC Private Wealth Group
Georgia
$743 -$1.93K -28 -72%
AW
263
Ankerstar Wealth
Texas
$540 +$552 +8 New
DPW
264
DiNuzzo Private Wealth
Pennsylvania
$406
FFO
265
Fortitude Family Office
Arizona
$338 -$138 -2 -29%
TCM
266
TD Capital Management
Tennessee
$338 +$345 +5 New
AWM
267
Abound Wealth Management
Tennessee
$271
SIC
268
SJS Investment Consulting
Ohio
$271
GWM
269
Gilpin Wealth Management
Colorado
$271 +$276 +4 New
AAP
270
Arax Advisory Partners
Colorado
$203 -$1.59K -23 -88%
HIA
271
HFM Investment Advisors
New Jersey
$203
RWM
272
Rialto Wealth Management
New York
$136
SS
273
SBI Securities
Japan
$135 -$966 -14 -88%
HNB
274
Huntington National Bank
Ohio
$68 -$345 -5 -83%
TFM
275
TFC Financial Management
Massachusetts
$68