Bancroft Fund is a publicly traded company on AMEX. As of Q3 2025, 32 institutional investors hold shares in this company, with total holdings valued at $39.2M. Saba Capital Management, L.P. is the largest holder with a position valued at $6.9M.
Overview of institutional ownership in BCV as of Q3 2025
Institutions with the largest positions in BCV as of Q3 2025
| Institution | Position Value |
|---|---|
S Saba Capital Management, L.P. Hedge Fund•Multi-Strategy | $6.9M 0.23% of portfolio |
AMERIPRISE FINANCIAL INC Institution | $6.7M 0.00% of portfolio |
MORGAN STANLEY RIA/Wealth | $3.1M 0.00% of portfolio |
Pathstone Holdings, LLC Family Office | $2.2M 0.01% of portfolio |
BANK OF AMERICA CORP /DE/ Institution | $2.2M 0.00% of portfolio |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC RIA/Wealth | $1.8M 0.27% of portfolio |
B Beckerman Institutional, LLC Institution | $1.6M 0.97% of portfolio |
G GUGGENHEIM CAPITAL LLC Institution | $1.6M 0.01% of portfolio |
L LPL Financial LLC Institution | $1.5M 0.00% of portfolio |
UBS Group AG Institution | $1.4M 0.00% of portfolio |
Institutional buying and selling activity for BCV in Q3 2025
| Institution | Net Bought |
|---|---|
BANK OF AMERICA CORP /DE/ Institution | +$2.2M +99.2K shares |
B Beckerman Institutional, LLC Institution | +$1.6M +-860.0 shares |
Pathstone Holdings, LLC Family Office | +$1.5M +70.8K shares |
S Saba Capital Management, L.P. Hedge Fund•Multi-Strategy | +$1.4M +62.4K shares |
Bulldog Investors, LLC Hedge Fund•Activist | +$863.2K +39.4K shares |
MORGAN STANLEY RIA/Wealth | +$769.6K +35.2K shares |
Shaker Financial Services, LLC RIA/Wealth | +$766.8K +35.0K shares |
Verition Fund Management LLC Hedge Fund•Multi-Strategy | +$698.7K +31.9K shares |
Invesco Ltd. ETF Provider | +$480.9K +22.0K shares |
AMERIPRISE FINANCIAL INC Institution | +$462.8K +21.2K shares |
| Institution | Net Sold |
|---|---|
Advisors Asset Management, Inc. ETF Provider | −$1.9M −88.5K shares |
JOHN G ULLMAN & ASSOCIATES INC RIA/Wealth | −$1.6M −82.9K shares |
Consolidated Portfolio Review Corp RIA/Wealth | −$640.7K −33.9K shares |
Koshinski Asset Management, Inc. RIA/Wealth | −$233.1K −12.3K shares |
WOLVERINE ASSET MANAGEMENT LLC Hedge Fund•Multi-Strategy | −$194.5K −8.9K shares |
McIlrath & Eck, LLC RIA/Wealth | −$142.8K −7.6K shares |
RAYMOND JAMES FINANCIAL INC RIA/Wealth | −$135.6K −7.2K shares |
G GUGGENHEIM CAPITAL LLC Institution | −$92.5K −4.2K shares |
Mezzasalma Advisors, LLC RIA/Wealth | −$44.0K −2.0K shares |
L LPL Financial LLC Institution | −$23.5K −1.1K shares |
Institutions that initiated new positions or completely exited BCV in Q3 2025
| Institution | Position Value |
|---|---|
B Beckerman Institutional, LLC Institution | $1.6M 74.9K shares |
Verition Fund Management LLC Hedge Fund•Multi-Strategy | $698.7K 31.9K shares |
L Laurel Wealth Advisors LLC RIA/Wealth | - - shares |
| Institution | Previous Position |
|---|---|
JOHN G ULLMAN & ASSOCIATES INC RIA/Wealth | $1.6M 82.9K shares |
Consolidated Portfolio Review Corp RIA/Wealth | $640.7K 33.9K shares |
Koshinski Asset Management, Inc. RIA/Wealth | $233.1K 12.3K shares |
McIlrath & Eck, LLC RIA/Wealth | $142.8K 7.6K shares |
RAYMOND JAMES FINANCIAL INC RIA/Wealth | $135.6K 7.2K shares |
L Laurel Wealth Advisors LLC RIA/Wealth | - 3.8K shares |
Institutions with the largest Call and Put options positions in BCV as of Q3 2025
| Institution | Position Value |
|---|---|
| No call positions found | |
| Institution | Position Value |
|---|---|
| No put positions found | |
Institutions with BCV as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
B Beckerman Institutional, LLC Institution | 0.97% $1.6M |
U UHLMANN PRICE SECURITIES, LLC RIA/Wealth | 0.31% $506.6K |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC RIA/Wealth | 0.27% $1.8M |
Shaker Financial Services, LLC RIA/Wealth | 0.26% $766.8K |
S Saba Capital Management, L.P. Hedge Fund•Multi-Strategy | 0.23% $6.9M |
Mezzasalma Advisors, LLC RIA/Wealth | 0.22% $849.7K |
Bulldog Investors, LLC Hedge Fund•Activist | 0.21% $863.2K |
GABELLI SECURITIES INC Hedge Fund•Multi-Strategy | 0.10% $612.7K |
Advisors Asset Management, Inc. ETF Provider | 0.02% $1.2M |
G GUGGENHEIM CAPITAL LLC Institution | 0.01% $1.6M |
Discover hedge funds investing in BCV

| Top Holding | Sector | Market Value | Weight |
|---|---|---|---|
Packaged Foods Consumer Defensive | $30.8M | 5.05% | |
Unknown Unknown | $28.3M | 4.64% | |
Telecommunications Services Communication Services | $24.0M | 3.93% |
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