Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Bank of Marin Bancorp (BMRC)

139 + Investors. Track Smart Money conviction in BMRC. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +3
Streak
2Q ▲
Buyers last Q
61%

Smart Money Signals — BMRC

Based on 141 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds added BMRC than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
141 hedge funds hold BMRC right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
🚀

Fast accumulation — +22% more funds vs a year ago

fund count last 6Q
+25 new funds entered over the past year (+22% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟢

More buyers than sellers — 61% buying

76 buying48 selling
Last quarter: 76 funds were net buyers (20 opened a brand new position + 56 added to an existing one). Only 48 were sellers (31 trimmed + 17 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~20 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 27 → 12 → 18 → 20. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

60% of holders stayed for 2+ years

■ 60% conviction (2yr+) ■ 21% medium ■ 20% new
84 out of 141 hedge funds have held BMRC for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
➡️

Steady discovery — ~20 new funds/quarter

13 → 27 → 12 → 18 → 20 new funds/Q
New funds entering each quarter: 27 → 12 → 18 → 20. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 61% veterans vs 25% newcomers

■ 61% veterans ■ 14% 1-2yr ■ 25% new
Entry-cohort mix of 141 holders: 86 (61%) are 2+ year veterans, 20 entered 1–2 years ago, and 35 (25%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 60% AUM from top-100 funds

60% from top-100 AUM funds
37 of 141 holders are among the 100 largest funds by AUM, controlling 60% of total institutional value in BMRC. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.7
out of 10
Low Exit Risk
Exit risk score 3.7/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — BMRC

In 2026 Q2, 76 hedge funds were net buyers of BMRC (20 opened a new position, 56 added to an existing one), while 48 reduced or exited (31 trimmed, 17 sold completely) — a 61% buyer ratio, indicating clear institutional accumulation. Net buying has persisted for two consecutive quarters, a positive momentum signal. 60% of total institutional value in BMRC is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +3 funds (more new holders than closures). Total institutional holders: 141.

Hedge Fund Ownership: BMRC

How many hedge funds hold BMRC — quarterly history vs. share price
Quarterly hedge fund ownership of BMRC vs. share price

Market Analysis: BMRC

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: BMRC

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy Bank of Marin Bancorp (BMRC) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much BMRC has moved relative to its sector benchmark (XLF) since the 2026 Q3 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End September 30, 2026 · 45d ago
BMRC
+5.3%
XLF
+9.6%

BMRC outperformed XLF by -4.3% since September 30, 2026.

Since 13F Filing Date November 14, 2026 · 0d ago
BMRC
+0.0%
XLF
+0.0%

Since the filing became public, BMRC outperformed XLF by +0.0% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

9 top-rated funds 1 high-conviction
Consensus
4.3
/ 10
breadth
×
Elite
1.3
/ 10
conviction
Hedge Fund Positioning: BMRC
2026 Q3 Stats Unlock in 5 days 139 + Investors

Track Smart Money conviction in BMRC. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 139 138 0.72%
13F Shares 11M 11M 2.04%
Total Value $298M $269M 10.66%
New Positions 20 18 +2
Increased Positions 55 42 +13
Closed Positions 19 11 +8
Reduced Positions 31 47 -16
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: BMRC

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Institutional Holders (2026 Q3)

139 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in BMRC. Verified SEC 13F-HR filings.

QUARTER:
2026 Q3 filings are still coming in. Only funds that have filed so far are shown — top holders may not have reported yet. Full 13F data typically settles by ~50 days after quarter-end.
Top 25 BMRC holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Bank of Marin 1.50% 83,046 $2.2M
2 HoldCo Asset Management, LP 0.95% 504,411 $13.7M
3 Westmount Partners, LLC 0.67% 116,333 $3.2M
4 Heartland Advisors Inc 0.47% 364,300 $9.9M
5 Caldwell Sutter Capital, INC. 0.21% 20,390 $552K
6 Wulff, Hansen & CO. 0.18% 8,542 $231K
7 Princeton Capital Management LLC 0.09% 15,059 $408K
8 Bridge City Capital, LLC 0.08% 14,170 $384K
9 Deprince Race & Zollo Inc 0.07% 154,689 $4.2M
10 Private Wealth Partners, LLC 0.07% 36,983 $1.0M
11 Kennedy Capital Management LLC 0.06% 118,399 $3.2M
12 Fiduciary Financial Group, LLC 0.04% 12,000 $325K
13 RBF Capital, LLC 0.04% 30,000 $812K
14 Lodestar Private Asset Management LLC 0.03% 11,005 $298K
15 DeDora Capital, Inc. 0.02% 2,854 $77K
16 Y-Intercept (Hong Kong) Ltd 0.02% 26,306 $712K
17 Kcm Investment Advisors LLC 0.01% 9,240 $250K
18 United Capital Financial Advisors, LLC 0.01% 34,638 $938K
19 Apella Capital, LLC 0.00% 12,107 $325K
20 Qube Research & Technologies Ltd 0.00% 179,512 $4.9M
21 Wealthspire Advisors, LLC 0.00% 24,231 $656K
22 Versant Capital Management, Inc 0.00% 1,567 $42K
23 Russell Investments Group, Ltd. 0.00% 142,731 $3.9M
24 Renaissance Technologies LLC 0.00% 86,381 $2.3M
25 Pinnacle Wealth Planning Services, Inc. 0.00% 1,003 $27K
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Bank of Marin Bancorp (BMRC)

What does the Smart Money Trend signal show for BMRC?

Buying streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds added BMRC than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for BMRC?

More buyers than sellers — 61% buying: Last quarter: 76 funds were net buyers (20 opened a brand new position + 56 added to an existing one). Only 48 were sellers (31 trimmed + 17 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for BMRC holders?

Elite ownership — 60% AUM from top-100 funds: 37 of 141 holders are among the 100 largest funds by AUM, controlling 60% of total institutional value in BMRC. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held BMRC?

60% of holders stayed for 2+ years: 84 out of 141 hedge funds have held BMRC for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Is it too late to buy Bank of Marin Bancorp (BMRC) following the 2026 Q3 hedge fund 13F filings?

As of today, BMRC has moved +0.0% since the 2026 Q3 13F filing date (November 14, 2026), compared to +0.0% for the XLF sector ETF — an outperformance of +0.0%. Since the quarter end (September 30, 2026), BMRC has gained +5.3% vs +9.6% for XLF. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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