BayFirst Financial Corp.
BayFirst Financial Corp. is a banks - regional company in the financial services sector on NASDAQ, led by Thomas G. Zernick, with a market cap of $33.3M. As of Q3 2025, 15% of shares are held by 14 institutional investors, with BANC FUNDS CO LLC as the largest holder at 4.11%.
Overview
Overview of institutional ownership in BAFN as of Q3 2025 with a market cap of $43.2M
All Institutions
- Institutions
- 14
- Value Held
- $6.7M
- Shares Held
- 637.7K
- Avg Position
- $476.4K
- Median Position
- $261.5K
Hedge Funds
- Hedge Funds
- 0
- Value Held
- -
- Shares Held
- -
- Avg Position
- -
- Median Position
- -
Ownership Breakdown
Based on market cap of $43.2M as of Q3 2025. Institutional (non-HF) excludes hedge funds to avoid double counting.
Biggest Investors
Institutions with the largest positions in BAFN as of Q3 2025
| Institution | Position Value |
|---|---|
B BANC FUNDS CO LLC Institution | $1.8M 0.43% of portfolio |
 FIRST MANHATTAN CO Institution | $1.3M 0.00% of portfolio |
 VANGUARD GROUP INC Institution | $1.1M 0.00% of portfolio |
S SALZHAUER MICHAEL Institution | $720.4K 0.38% of portfolio |
B BlackRock, Inc. Institution | $526.5K 0.00% of portfolio |
 GEODE CAPITAL MANAGEMENT LLC ETF Provider | $411.7K 0.00% of portfolio |
 NORTHERN TRUST CORP Institution | $357.4K 0.00% of portfolio |
S STIFEL FINANCIAL CORP Long Only Manager | $165.6K 0.00% of portfolio |
L LPL Financial LLC Institution | $134.1K 0.00% of portfolio |
 UBS Group AG Institution | $110.3K 0.00% of portfolio |
Net Capital Flow
Institutional buying and selling activity for BAFN in Q3 2025
- Traded
- +$691.2K
- Buyers
- 11
- Sellers
- 4
- Total Bought
- +$1.0M
- Total Sold
- −$326.9K
- Avg Position
- $416.9K
Biggest Buyers
| Institution | Net Bought |
|---|---|
B BANC FUNDS CO LLC Institution | +$465.5K +44.5K shares |
S SALZHAUER MICHAEL Institution | +$276.6K +26.4K shares |
VANGUARD GROUP INC Institution | +$187.1K +17.9K shares |
S STIFEL FINANCIAL CORP Long Only Manager | +$31.4K +3.0K shares |
FIRST MANHATTAN CO Institution | +$27.9K +2.7K shares |
B BlackRock, Inc. Institution | +$16.8K +1.6K shares |
GEODE CAPITAL MANAGEMENT LLC ETF Provider | +$4.9K +471.0 shares |
J JONES FINANCIAL COMPANIES LLLP Institution | +$3.5K +396.0 shares |
T Tower Research Capital LLC Institution | +$2.4K +232.0 shares |
 MORGAN STANLEY RIA/Wealth | +$1.9K +178.0 shares |
Biggest Sellers
| Institution | Net Sold |
|---|---|
 SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity | −$205.2K −14.7K shares |
UBS Group AG Institution | −$67.2K −6.4K shares |
NORTHERN TRUST CORP Institution | −$48.9K −4.7K shares |
 RAYMOND JAMES FINANCIAL INC RIA/Wealth | −$5.6K −400.0 shares |
Entry and Exit Activity
Institutions that initiated new positions or completely exited BAFN in Q3 2025
- New Positions
- 1
- New Value
- $3.5K
- Exited Positions
- 2
- Exited Value
- $210.8K
New Positions
| Institution | Position Value |
|---|---|
J JONES FINANCIAL COMPANIES LLLP Institution | $3.5K 396.0 shares |
Exited Positions
| Institution | Previous Position |
|---|---|
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity | $205.2K 14.7K shares |
RAYMOND JAMES FINANCIAL INC RIA/Wealth | $5.6K 400.0 shares |
Options Activity
Institutions with the largest Call and Put options positions in BAFN as of Q3 2025
- Call Positions
- 0
- Call Value
- -
- Put Positions
- 0
- Put Value
- -
Call Positions
| Institution | Position Value |
|---|---|
| No call positions found | |
Put Positions
| Institution | Position Value |
|---|---|
| No put positions found | |
Most Committed Institutions
Institutions with BAFN as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
B BANC FUNDS CO LLC Institution | 0.43% $1.8M |
S SALZHAUER MICHAEL Institution | 0.38% $720.4K |
FIRST MANHATTAN CO Institution | 0.00% $1.3M |
T Tower Research Capital LLC Institution | 0.00% $5.6K |
S STIFEL FINANCIAL CORP Long Only Manager | 0.00% $165.6K |
NORTHERN TRUST CORP Institution | 0.00% $357.4K |
L LPL Financial LLC Institution | 0.00% $134.1K |
GEODE CAPITAL MANAGEMENT LLC ETF Provider | 0.00% $411.7K |
UBS Group AG Institution | 0.00% $110.3K |
VANGUARD GROUP INC Institution | 0.00% $1.1M |