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The Bancorp

265 hedge funds and large institutions have $2.85B invested in The Bancorp in 2025 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 85 increasing their positions, 114 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

141% more call options, than puts

Call options by funds: $3.17M | Put options by funds: $1.32M

10% more capital invested

Capital invested by funds: $2.59B → $2.85B (+$263M)

5.21% more ownership

Funds ownership: 101.84%107.05% (+5.2%)

3% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 36

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

0% less funds holding

Funds holding: 266265 (-1)

25% less repeat investments, than reductions

Existing positions increased: 85 | Existing positions reduced: 114

Holders
265
Holders Change
-1
Holders Change %
-0.38%
% of All Funds
3.49%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
37
Increased
85
Reduced
114
Closed
36
Calls
$3.17M
Puts
$1.32M
Net Calls
+$1.85M
Net Calls Change
-$140K
Name Holding Trade Value Shares
Change
Change in
Stake
HW
176
Hancock Whitney
Mississippi
$352K +$312K +6,177 New
Pictet Asset Management
177
Pictet Asset Management
Switzerland
$351K
Lido Advisors
178
Lido Advisors
California
$345K +$306K +6,048 New
MOACM
179
Mutual of America Capital Management
New York
$342K -$47.9K -948 -14%
SA
180
Sanctuary Advisors
Indiana
$329K -$127K -2,511 -30%
CWM
181
CIBC World Markets
New York
$320K -$228K -4,514 -45%
Osaic Holdings
182
Osaic Holdings
Arizona
$318K +$9.96K +197 +4%
XT
183
XTX Topco
Cayman Islands
$312K -$411K -8,123 -60%
GAM
184
Gotham Asset Management
New York
$304K
TH
185
TCTC Holdings
Texas
$285K
UB
186
UMB Bank
Missouri
$269K -$2.17K -43 -0.9%
AC
187
AXQ Capital
New Jersey
$268K +$238K +4,708 New
AIP
188
Ameritas Investment Partners
Nebraska
$263K
NAAA
189
New Age Alpha Advisors
New York
$258K +$105K +2,083 +85%
PA
190
Profund Advisors
Maryland
$252K -$6.62K -131 -3%
SW
191
SkyOak Wealth
Michigan
$249K +$221K +4,368 New
YMRC
192
Yorktown Management & Research Company
Virginia
$245K
CC
193
Corton Capital
Ontario, Canada
$244K +$216K +4,279 New
EWA
194
EP Wealth Advisors
California
$243K +$216K +4,274 New
EI
195
Ethic Inc
New York
$239K +$9K +178 +4%
SAI
196
Systematic Alpha Investments
New Jersey
$216K
EC
197
EntryPoint Capital
New York
$216K -$7.38K -146 -4%
CGH
198
Crossmark Global Holdings
Texas
$206K +$183K +3,616 New
X
199
Xponance
Pennsylvania
$202K +$180K +3,552 New
CAPTRUST Financial Advisors
200
CAPTRUST Financial Advisors
North Carolina
$202K +$179K +3,546 New

TBBK Hedge Fund Activity: Q2 2025 in Review

265 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in The Bancorp (TBBK) for Q2 2025, worth a combined $2.85B — up 10% from $2.59B a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new TBBK positions and 36 closed out — a net gain of 1 holder — while 85 added to existing stakes and 114 trimmed.

The largest buyer was UBS Group, adding an estimated $38.5M. The largest seller was Driehaus Capital Management, exiting entirely with an estimated $21.2M sold.

  • 265 institutional investors held The Bancorp (TBBK) as of Q2 2025, down from 266 in Q1 2025.
  • Funds reported $2.85B of The Bancorp stock for Q2 2025, up 10% quarter-over-quarter.
  • 37 funds opened new The Bancorp positions in Q2 2025 and 36 closed out, a net change of +1 holder.
  • The largest The Bancorp buyer in Q2 2025 was UBS Group, an estimated $38.5M added.
  • The largest The Bancorp seller in Q2 2025 was Driehaus Capital Management, an estimated $21.2M sold.

Based on aggregated 13F filings for Q2 2025.