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The Bancorp

274 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, 76 increasing their positions, 135 reducing their positions, and 50 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 → $3.01B (-$519M)

40% less first-time investments, than exits

New positions opened: 30 | Existing positions closed: 50

44% less repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 135

Holders
274
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
JWA
251
JFS Wealth Advisors
Pennsylvania
$1.62K
HWP
252
Highline Wealth Partners
California
$1.49K
CMA
253
Cedar Mountain Advisors
Oregon
$1.15K
BFS
254
Bare Financial Services
Pennsylvania
$1.08K
KFAS
255
Keating Financial Advisory Services
Kansas
$1.08K
ZBNA
256
Zions Bancorporation, National Association
Utah
$1.08K
BIA
257
Bell Investment Advisors
California
$1.01K
AW
258
Avion Wealth
Texas
$1K
AF
259
Allworth Financial
California
$946
CIBC Private Wealth Group
260
CIBC Private Wealth Group
Georgia
$743
AW
261
Ankerstar Wealth
Texas
$540
DPW
262
DiNuzzo Private Wealth
Pennsylvania
$406
FFO
263
Fortitude Family Office
Arizona
$338
TCM
264
TD Capital Management
Tennessee
$338
AWM
265
Abound Wealth Management
Tennessee
$271
SIC
266
SJS Investment Consulting
Ohio
$271
GWM
267
Gilpin Wealth Management
Colorado
$271
AAP
268
Arax Advisory Partners
Colorado
$203
HIA
269
HFM Investment Advisors
New Jersey
$203
RWM
270
Rialto Wealth Management
New York
$136
SS
271
SBI Securities
Japan
$135
HNB
272
Huntington National Bank
Ohio
$68
TFM
273
TFC Financial Management
Massachusetts
$68
BHWM
274
Bay Harbor Wealth Management
Maryland
$67
LCG
275
Lisanti Capital Growth
New York