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The Bancorp

303 hedge funds and large institutions have $3.53B invested in The Bancorp in 2025 Q3 according to their latest regulatory filings, with 68 funds opening new positions, 73 increasing their positions, 124 reducing their positions, and 27 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: 265303 (+38)

4.87% less ownership

Funds ownership: 107.05%102.18% (-4.9%)

41% less repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 124

Holders
303
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
ASN
276
Advisory Services Network
Georgia
$3K
CIBC Private Wealth Group
277
CIBC Private Wealth Group
Georgia
$2.92K
QCG
278
Quadrant Capital Group
Ohio
$2.55K
FMII
279
Farmers & Merchants Investments Inc
Nebraska
$2.17K
CMA
280
Cedar Mountain Advisors
Oregon
$1.95K
AAP
281
Arax Advisory Partners
Colorado
$1.95K
HWP
282
Highline Wealth Partners
California
$1.65K
CT
283
Clearstead Trust
Maine
$1.5K
JWM
284
JPL Wealth Management
Colorado
$1.5K
JWA
285
JFS Wealth Advisors
Pennsylvania
$1.27K
SS
286
SBI Securities
Japan
$1.2K
BIA
287
Bell Investment Advisors
California
$1.12K
AW
288
Avion Wealth
Texas
$1K
RA
289
Rise Advisors
New York
$674
FFO
290
Fortitude Family Office
Arizona
$524
BFS
291
Bare Financial Services
Pennsylvania
$524
DPW
292
DiNuzzo Private Wealth
Pennsylvania
$458
HNB
293
Huntington National Bank
Ohio
$449
GRP
294
Global Retirement Partners
California
$374
S
295
SignatureFD
Georgia
$374
SIC
296
SJS Investment Consulting
Ohio
$300
AWM
297
Abound Wealth Management
Tennessee
$300
HIA
298
HFM Investment Advisors
New Jersey
$225
AF
299
Allworth Financial
California
$225
RWM
300
Rialto Wealth Management
New York
$150