Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Bank of Marin Bancorp (BMRC)

136 + 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
↑ +6
Streak
1Q ▲
Buyers last Q
51%

Smart Money Signals — BMRC

Based on 137 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, 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
137 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.
📶

Steady growth — +11% more funds vs a year ago

fund count last 6Q
+14 new funds entered over the past year (+11% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 51% buying

60 buying58 selling
Last quarter: 60 funds bought or added vs 58 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
📈

More new buyers each quarter (+6 vs last Q)

new funds entering per quarter
Funds opening a new BMRC position: 13 → 27 → 12 → 18. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

61% of holders stayed for 2+ years

■ 61% conviction (2yr+) ■ 19% medium ■ 20% new
83 out of 137 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.
📊

Peak discovery — momentum slowing

18 → 13 → 27 → 12 → 18 new funds/Q
New funds entering each quarter: 13 → 27 → 12 → 18. BMRC is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.
🏛️

Veteran-anchored — 66% veterans vs 23% newcomers

■ 66% veterans ■ 12% 1-2yr ■ 23% new
Entry-cohort mix of 137 holders: 90 (66%) are 2+ year veterans, 16 entered 1–2 years ago, and 31 (23%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 49% AUM from top-100 funds

49% from top-100 AUM funds
36 of 137 holders are among the 100 largest funds by AUM, controlling 49% 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 Q1, 60 hedge funds were net buyers of BMRC (18 opened a new position, 42 added to an existing one), while 58 reduced or exited (46 trimmed, 12 sold completely) — a 51% buyer ratio, indicating a slight buying edge. 49% of total institutional value in BMRC is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +6 funds (more new holders than closures). Total institutional holders: 137.

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 Q1 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 March 31, 2026 · 81d ago
BMRC
nan%
XLF
+8.5%

BMRC outperformed XLF by nan% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 36d ago
BMRC
nan%
XLF
+4.8%

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

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.

14 top-rated funds 0 high-conviction
Consensus
5.1
/ 10
breadth
×
Elite
0.5
/ 10
conviction
Hedge Fund Positioning: BMRC
136 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 136 131 3.82%
13F Shares 11M 10M 4.9%
Total Value $269M $264M 2.19%
New Positions 17 12 +5
Increased Positions 42 42 -
Closed Positions 12 16 -4
Reduced Positions 46 44 +2
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 Q1)

136 + 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:
Top 25 BMRC holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Bank of Marin 1.81% 97,046 $2.5M
2 HoldCo Asset Management, LP 0.96% 504,411 $12.9M
3 Westmount Partners, LLC 0.73% 115,484 $3.0M
4 SummerHaven Investment Management, LLC 0.45% 28,609 $733K
5 Heartland Advisors Inc 0.33% 250,000 $6.4M
6 Wulff, Hansen & CO. 0.22% 8,542 $219K
7 Caldwell Sutter Capital, INC. 0.21% 20,390 $523K
8 Fourthstone LLC 0.18% 41,834 $1.1M
9 Algebris (uk) Ltd 0.14% 75,315 $1.9M
10 Bridge City Capital, LLC 0.11% 15,530 $398K
11 Princeton Capital Management LLC 0.11% 15,059 $386K
12 Private Wealth Partners, LLC 0.07% 36,983 $948K
13 Kennedy Capital Management LLC 0.07% 123,280 $3.2M
14 Integrated Quantitative Investments LLC 0.05% 11,464 $294K
15 Fiduciary Financial Group, LLC 0.05% 14,069 $361K
16 RBF Capital, LLC 0.04% 30,000 $769K
17 Perigon Wealth Management, LLC 0.03% 61,081 $1.6M
18 Lodestar Private Asset Management LLC 0.03% 10,156 $260K
19 Hotchkis & Wiley Capital Management LLC 0.02% 260,596 $6.7M
20 Freestone Capital Holdings, LLC 0.02% 23,258 $596K
21 Occudo Quantitative Strategies LP 0.02% 11,286 $289K
22 AlphaQuest LLC 0.02% 10,640 $277K
23 Bridgeway Capital Management, LLC 0.01% 26,024 $667K
24 XTX Topco Ltd 0.01% 22,905 $587K
25 Manufacturers Life Insurance Company, the 0.01% 458,812 $11.8M
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 — 1 quarter in a row: For 1 consecutive quarter, 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?

Slight buying edge — 51% buying: Last quarter: 60 funds bought or added vs 58 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for BMRC holders?

Elite ownership — 49% AUM from top-100 funds: 36 of 137 holders are among the 100 largest funds by AUM, controlling 49% 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?

61% of holders stayed for 2+ years: 83 out of 137 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 Q1 hedge fund 13F filings?

As of today, BMRC has moved nan% since the 2026 Q1 13F filing date (May 15, 2026), compared to +4.8% for the XLF sector ETF — an outperformance of nan%. Since the quarter end (March 31, 2026), BMRC has gained nan% vs +8.5% 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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