BANX

ArrowMark Financial
BANX

Overview Fund Activity

32 hedge funds and large institutions have $20.7M invested in ArrowMark Financial in 2025 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 8 increasing their positions, 11 reducing their positions, and 3 closing their positions.

Holders
32
Holders Change
+1
Holders Change %
+3.23%
% of All Funds
0.43%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
8
Reduced
11
Closed
3
Calls
$29K
Puts
$2K
Net Calls
+$27K
Net Calls Change
+$122K

Top Buyers

1
Marshall Wace
1
Marshall Wace
United Kingdom
$386K
2
EAM
2
Everstar Asset Management
North Carolina
$846K
3
RRA
3
Round Rock Advisors
Connecticut
$3.66M
4
Morgan Stanley
4
Morgan Stanley
New York
$392K
5
CCG
5
Catalina Capital Group
California
$328K

Top Sellers

1
Stifel Financial
1
Stifel Financial
Missouri
$3.24M
2
HF
2
HRT Financial
New York
$0
3
Millennium Management
3
Millennium Management
New York
$0
4
OC
4
Oppenheimer & Co
New York
$335K
5
Raymond James Financial
5
Raymond James Financial
Florida
$3.72M
Name Market Value Shares Shares
Change 		Shares
Change %
ACH
1
ArrowMark Colorado Holdings
Colorado
$4.12M 196,889 +744 +0.4%
Raymond James Financial
2
Raymond James Financial
Florida
$3.72M 177,656 -8,093 -4%
RRA
3
Round Rock Advisors
Connecticut
$3.66M 174,809 +10,876 +7%
Stifel Financial
4
Stifel Financial
Missouri
$3.24M 154,670 -24,563 -14%
BA
5
Bard Associates
Illinois
$859K 41,035 -400 -1%
EAM
6
Everstar Asset Management
North Carolina
$846K 40,422 +16,457 +69%
CIA
7
Capital Investment Advisors
Georgia
$575K 27,496 -1,000 -4%
FWP
8
Falcon Wealth Planning
California
$395K 18,862 – –
Morgan Stanley
9
Morgan Stanley
New York
$392K 18,719 +7,677 +70%
Marshall Wace
10
Marshall Wace
United Kingdom
$386K 18,423 +18,423 New
Osaic Holdings
11
Osaic Holdings
Arizona
$378K 18,052 +93 +0.5%
OC
12
Oppenheimer & Co
New York
$335K 16,009 -8,819 -36%
Citadel Advisors
13
Citadel Advisors
Florida
$334K 15,939 +4,170 +35%
CCG
14
Catalina Capital Group
California
$328K 15,678 +5,354 +52%
OA
15
Oxbow Advisors
Texas
$230K 10,990 – –
PSP
16
Principal Street Partners
Tennessee
$229K 10,940 -915 -8%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$209K 9,977 -501 -5%
MCM
18
MAI Capital Management
Ohio
$110K 5,250 – –
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$101K 4,804 +73 +2%
Bank of America
20
Bank of America
North Carolina
$63.9K 3,054 -1,496 -33%
UB
21
UMB Bank
Missouri
$56.5K 2,700 – –
TCOV
22
Trust Company of Vermont
Vermont
$48.7K 2,325 -425 -15%
UBS Group
23
UBS Group
Switzerland
$21.3K 1,019 +1,019 New
CSC
24
Caldwell Sutter Capital
California
$14.5K 693 – –
WSFS
25
Wilmington Savings Fund Society
Delaware
$10.5K 500 – –
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