Who Owns Bancroft Fund Ltd. (BCV)?Hedge Fund & Institutional Holders

$22.48-0.14 (-0.61%)TechnologyAMEX

Institutional Holders

41

as of Q4 2025

Total Institutional Value

$7.98400060000002e+122T

% of Float Held

QoQ Change in Holders

+9 / -3

Price History

$15.82$17.98$20.14$22.30$24.46Sep 24Jun 25Mar 26

BCV — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
BANK OF AMERICA CORP /DE/Increased+2K+$2.0B
Saba Capital Management, L.P.Increased+47K+$1.1B
Mezzasalma Advisors, LLCNew Position+39K+$866.0M
Shaker Financial Services, LLCNew Position+28K+$611.0M
Invesco Ltd.Increased+20K+$464.2M
GUGGENHEIM CAPITAL LLCIncreased+23K+$368.1M
Caldwell Trust CoNew Position+2K+$54.0M
UBS Group AGIncreased+269+$19.8M
UHLMANN PRICE SECURITIES, LLCIncreased+367+$12.4M
LRI Investments, LLCNew Position+309+$6.0M
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLCNew Position+97K+$2.2M
Beckerman Institutional, LLCNew Position+74K+$1.6M
Noble Wealth Management PBCNew Position+1K+$21K
ENVESTNET ASSET MANAGEMENT INCNew Position+18K+$0
EVOLVE PRIVATE WEALTH, LLCNew Position+22K+$0

BCV — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
LPL Financial LLCDecreased-1K-$1.5B
Advisors Asset Management, Inc.Closed Position-56K-$1.2B
ROYAL BANK OF CANADADecreased-7K-$924.0M
WELLS FARGO & COMPANY/MNDecreased-16K-$786.5M
AMERIPRISE FINANCIAL INCDecreased-5K-$716.8M
Verition Fund Management LLCClosed Position-32K-$698.7M
Cetera Investment AdvisersDecreased-1K-$461.2M
NewEdge Advisors, LLCDecreased-400-$372.0M
Curi Capital, LLCClosed Position-15K-$328.2M
PNC FINANCIAL SERVICES GROUP, INC.Decreased-455-$145.7M
SIT INVESTMENT ASSOCIATES INCDecreased-29K-$1.2M
Cambridge Investment Research Advisors, Inc.Decreased-3K-$76K
GABELLI & Co INVESTMENT ADVISERS, INC.Decreased-1K-$16K

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1Saba Capital Management, L.P.361,294$8.0B0.24%Share
2AMERIPRISE FINANCIAL INC301,513$6.0B1.36%Share
3GUGGENHEIM CAPITAL LLC94,393$2.0B14.32%Share
4BANK OF AMERICA CORP /DE/100,823$2.0B0.15%Share
5Invesco Ltd.74,091$1.6B0.25%Share
6UBS Group AG64,846$1.4B0.23%Share
7Mezzasalma Advisors, LLC39,356$866.0M0.21%Share
8Shaker Financial Services, LLC27,688$611.0M0.19%Share
9UHLMANN PRICE SECURITIES, LLC23,519$519.0M0.31%Share
10Caldwell Trust Co2,479$54.0M0.00%Share
11UBS Group AG279$6.0M0.00%Share
12LRI Investments, LLC309$6.0M0.00%Share
13SIT INVESTMENT ASSOCIATES INC255,169$5.0M0.10%Share
14BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC97,374$2.2M0.32%Share
15MORGAN STANLEY124,095$2.0M0.00%Share
16Pathstone Holdings, LLC122,619$2.0M0.01%Share
17Beckerman Institutional, LLC73,904$1.6M0.92%Share
18Cambridge Investment Research Advisors, Inc.46,148$1.0M0.00%Share
19LPL Financial LLC65,376$1.0M0.00%Share
20MORGAN STANLEY48,292$1.0M0.00%Share
21Bulldog Investors, LLP39,448$871K0.19%Share
22GABELLI & Co INVESTMENT ADVISERS, INC.27,000$596K0.09%Share
23Allworth Financial LP1,000$22K0.00%Share
24Noble Wealth Management PBC1,000$21K0.01%Share
25BANK OF AMERICA CORP /DE/391$00.00%Share
26NewEdge Advisors, LLC16,600$00.00%Share
27Cetera Investment Advisers19,659$00.00%Share
28EVOLVE PRIVATE WEALTH, LLC21,541$00.00%Share
29ENVESTNET ASSET MANAGEMENT INC17,510$00.00%Share
30MORGAN STANLEY1$00.00%Share
31OSAIC HOLDINGS, INC.8,403$00.00%Share
32WELLS FARGO & COMPANY/MN19,894$00.00%Share
33ROYAL BANK OF CANADA35,384$00.00%Share
34ROYAL BANK OF CANADA35$00.00%Share
35FIRST TRUST ADVISORS LP12,086$00.00%Share
36PNC FINANCIAL SERVICES GROUP, INC.6,205$00.00%Share
37COMMONWEALTH EQUITY SERVICES, LLC14,068$00.00%Share
38GUGGENHEIM CAPITAL LLC2,908$00.00%Share
39Ancora Advisors LLC1,000$00.00%Share
40AMERIPRISE FINANCIAL INC700$00.00%Share
41STIFEL FINANCIAL CORP29,460$00.00%Share

BCV Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 202534$23.1B+7
Q3 202527$25.8B-7
Q2 202534$21.3B-5
Q1 202539$20.6B-1
Q4 202440$18.1B+7
Q3 202433$992.8B-1
Q2 202434$13.7B-3
Q1 202437$13.8B

Similar Stocks by Institutional Ownership

As of Q4 2025, 41 institutional investors hold BCV (Bancroft Fund Ltd.). The largest holder is Saba Capital Management, L.P. with $8.0B in shares. This quarter, 9 institutions opened new positions and 3 closed their positions.

Frequently Asked Questions

How many hedge funds own BCV?

As of Q4 2025, 41 institutional investors report holding BCV (Bancroft Fund Ltd.) in their 13F filings.

Who is the largest institutional holder of BCV?

The largest institutional holder of BCV is Saba Capital Management, L.P. with $8.0B in shares.

Is institutional ownership of BCV increasing or decreasing?

This quarter, 9 institutions opened new positions in BCV and 3 closed their positions.