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BANX

ArrowMark Financial

34 hedge funds and large institutions have $36.5M invested in ArrowMark Financial in 2026 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 15 increasing their positions, 6 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

27,650% more call options, than puts

Call options by funds: $555K | Put options by funds: $2K

150% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 6

40% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 5

8% more capital invested

Capital invested by funds: $33.9M → $36.5M (+$2.59M)

5.06% more ownership

Funds ownership: 21.8%26.86% (+5.1%)

3% more funds holding

Funds holding: 3334 (+1)

Holders
34
Holders Change
+1
Holders Change %
+3.03%
% of All Funds
0.42%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
15
Reduced
6
Closed
5
Calls
$555K
Puts
$2K
Net Calls
+$553K
Net Calls Change
+$289K
Name Holding Trade Value Shares
Change
Change in
Stake
ACH
1
ArrowMark Colorado Holdings
Colorado
$16.9M +$1.55M +76,758 +9%
Raymond James Financial
2
Raymond James Financial
Florida
$3.71M +$799K +39,469 +25%
Stifel Financial
3
Stifel Financial
Missouri
$2.65M -$341K -16,841 -11%
Osaic Holdings
4
Osaic Holdings
Arizona
$2.17M +$1.36M +67,021 +143%
NWMP
5
Noble Wealth Management PBC
Colorado
$2.03M +$519K +25,602 +32%
AC
6
Almitas Capital
California
$1.4M +$1.48M +73,252 New
CEFA
7
Closed-End Fund Advisors
Virginia
$1.33M +$8.83K +436 +0.6%
Hudson Bay Capital Management
8
Hudson Bay Capital Management
Connecticut
$1.08M +$1.15M +56,666 New
EAM
9
Everstar Asset Management
North Carolina
$902K +$23.4K +1,153 +2%
Morgan Stanley
10
Morgan Stanley
New York
$643K +$34.8K +1,717 +5%
CL
11
CSS LLC
Illinois
$603K +$641K +31,642 New
CSC
12
Caldwell Sutter Capital
California
$490K +$506K +25,000 +3,608%
CIA
13
Capital Investment Advisors
Georgia
$462K -$35.4K -1,750 -7%
OC
14
Oppenheimer & Co
New York
$452K +$23.4K +1,153 +5%
FWP
15
Falcon Wealth Planning
California
$308K -$28.1K -1,385 -8%
CCG
16
Catalina Capital Group
California
$300K +$182 +9 +0.1%
Rockefeller Capital Management
17
Rockefeller Capital Management
New York
$281K
AWM
18
Accurate Wealth Management
Florida
$259K -$24.5K -1,211 -8%
PAG
19
Private Advisor Group
New Jersey
$234K +$25.5K +1,257 +11%
MCM
20
MAI Capital Management
Ohio
$100K
FIA
21
FNY Investment Advisers
New York
$89K +$95.2K +4,700 New
UBS Group
22
UBS Group
Switzerland
$67.6K +$52.2K +2,579 +267%
BBPWM
23
Blue Bell Private Wealth Management
Pennsylvania
$40.1K +$42.6K +2,104 New
CFD
24
Creative Financial Designs
Indiana
$15.8K +$16.7K +827 New
WSFS
25
Wilmington Savings Fund Society
Delaware
$13.3K +$4.05K +200 +40%

BANX Hedge Fund Activity: Q1 2026 in Review

34 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in ArrowMark Financial (BANX) for Q1 2026, worth a combined $36.5M — up 7.7% from $33.9M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new BANX positions and 5 closed out — a net gain of 2 holders — while 15 added to existing stakes and 6 trimmed.

The largest buyer was ArrowMark Colorado Holdings, adding an estimated $1.55M. The largest seller was Stifel Financial, cutting an estimated $341K.

  • 34 institutional investors held ArrowMark Financial (BANX) as of Q1 2026, up from 33 in Q4 2025.
  • Funds reported $36.5M of ArrowMark Financial stock for Q1 2026, up 7.7% quarter-over-quarter.
  • 7 funds opened new ArrowMark Financial positions in Q1 2026 and 5 closed out, a net change of +2 holders.
  • The largest ArrowMark Financial buyer in Q1 2026 was ArrowMark Colorado Holdings, an estimated $1.55M added.
  • The largest ArrowMark Financial seller in Q1 2026 was Stifel Financial, an estimated $341K sold.

Based on aggregated 13F filings for Q1 2026.