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The Bancorp

300 hedge funds and large institutions have $3.52B invested in The Bancorp in 2025 Q3 according to their latest regulatory filings, with 69 funds opening new positions, 73 increasing their positions, 121 reducing their positions, and 28 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 in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

14% more funds holding

Funds holding: 263300 (+37)

4.84% less ownership

Funds ownership: 106.99%102.15% (-4.8%)

40% less repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 121

Holders
300
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$7.59M
Puts
$1.39M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FMII
276
Farmers & Merchants Investments Inc
Nebraska
$2.17K
AAP
277
Arax Advisory Partners
Colorado
$1.95K
CMA
278
Cedar Mountain Advisors
Oregon
$1.95K
HWP
279
Highline Wealth Partners
California
$1.65K
CT
280
Clearstead Trust
Maine
$1.5K
JWM
281
JPL Wealth Management
Colorado
$1.5K
JWA
282
JFS Wealth Advisors
Pennsylvania
$1.27K
SS
283
SBI Securities
Japan
$1.2K
BIA
284
Bell Investment Advisors
California
$1.12K
AW
285
Avion Wealth
Texas
$1K
RA
286
Rise Advisors
New York
$674
FFO
287
Fortitude Family Office
Arizona
$524
BFS
288
Bare Financial Services
Pennsylvania
$524
DPW
289
DiNuzzo Private Wealth
Pennsylvania
$458
HNB
290
Huntington National Bank
Ohio
$449
GRP
291
Global Retirement Partners
California
$374
S
292
SignatureFD
Georgia
$374
SIC
293
SJS Investment Consulting
Ohio
$300
AWM
294
Abound Wealth Management
Tennessee
$300
HIA
295
HFM Investment Advisors
New Jersey
$225
AF
296
Allworth Financial
California
$225
RWM
297
Rialto Wealth Management
New York
$150
TFM
298
TFC Financial Management
Massachusetts
$75
BHWM
299
Bay Harbor Wealth Management
Maryland
$74
JF
300
Jump Financial
Illinois