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The Bancorp

272 hedge funds and large institutions have $3B invested in The Bancorp in 2025 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 75 increasing their positions, 134 reducing their positions, and 51 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 → $3B (-$520M)

41% less first-time investments, than exits

New positions opened: 30 | Existing positions closed: 51

44% less repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 134

Holders
272
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
N
201
Numerai
California
$215K
Rockefeller Capital Management
202
Rockefeller Capital Management
New York
$215K
Neuberger Berman Group
203
Neuberger Berman Group
New York
$213K
PFPG
204
Pinnacle Financial Partners (Georgia)
Georgia
$210K
OSAM
205
O'Shaughnessy Asset Management
Connecticut
$208K
TC
206
TwinBeech Capital
New York
$205K
Bank of Montreal
207
Bank of Montreal
Ontario, Canada
$202K
C
208
Covestor
United Kingdom
$137K
A
209
AlphaQuest
New York
$137K
Nisa Investment Advisors
210
Nisa Investment Advisors
Missouri
$136K
TRCT
211
Tower Research Capital (TRC)
New York
$119K
GI
212
GAMMA Investing
California
$116K
KBC Group
213
KBC Group
Belgium
$103K
Osaic Holdings
214
Osaic Holdings
Arizona
$90.1K
PWPS
215
Pinnacle Wealth Planning Services
Ohio
$73.7K
KAS
216
Kestra Advisory Services
Texas
$68.4K
AAM
217
Advisors Asset Management
Colorado
$62.9K
PFBT
218
Parkside Financial Bank & Trust
Missouri
$60.7K
SAM
219
Smartleaf Asset Management
Massachusetts
$51.1K
LFG
220
Larson Financial Group
Missouri
$49.5K
BNP Paribas Asset Management
221
BNP Paribas Asset Management
France
$47K
Northwestern Mutual Wealth Management
222
Northwestern Mutual Wealth Management
Wisconsin
$40.4K
IA
223
IFP Advisors
Florida
$37.5K
FFA
224
Farther Finance Advisors
California
$34.5K
HHCP
225
Hilton Head Capital Partners
South Carolina
$27K