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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

more call options, than puts

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

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

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
Holders Change %
% of All Funds
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$7.92M
Puts
$768K
Net Calls
Net Calls Change
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
ZBNA
253
Zions Bancorporation, National Association
Utah
$1.61K
AssetMark Inc
254
AssetMark Inc
California
$1.45K
FMII
255
Farmers & Merchants Investments Inc
Nebraska
$1.34K
JWM
256
JPL Wealth Management
Colorado
$1.24K
JWA
257
JFS Wealth Advisors
Pennsylvania
$1.24K
SEP
258
Signature Equity Partners
Ohio
$1.02K
EPL
259
Essential Partners LLC
California
$913
BIA
260
Bell Investment Advisors
California
$806
FFO
261
Fortitude Family Office
Arizona
$806
SIC
262
SJS Investment Consulting
Ohio
$538
AW
263
Ankerstar Wealth
Texas
$430
HI
264
Harbour Investments
Wisconsin
$429
DPW
265
DiNuzzo Private Wealth
Pennsylvania
$323
TCM
266
TD Capital Management
Tennessee
$269
GWM
267
Gilpin Wealth Management
Colorado
$269
AWM
268
Abound Wealth Management
Tennessee
$215
HFS
269
Hughes Financial Services
Virginia
$215
PWMG
270
Prestige Wealth Management Group
New Jersey
$162
RWM
271
Rialto Wealth Management
New York
$108
HIA
272
HFM Investment Advisors
New Jersey
$107
SS
273
SBI Securities
Japan
$107
TFM
274
TFC Financial Management
Massachusetts
$54
GIA
275
GHP Investment Advisors
Colorado
$54