We are live on ! Find out more
BANX

ArrowMark Financial
BANX

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: 33 → 34 (+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

Top Buyers

Rank Fund Capital Flow
1
ACH
ArrowMark Colorado Holdings
Colorado
+$1.55M
2
AC
Almitas Capital
California
+$1.48M
3
Osaic Holdings
Osaic Holdings
Arizona
+$1.36M
4
Hudson Bay Capital Management
Hudson Bay Capital Management
Connecticut
+$1.15M
5
Raymond James Financial
Raymond James Financial
Florida
+$799K

Top Sellers

Rank Fund Capital Flow
1
Stifel Financial
Stifel Financial
Missouri
-$341K
2
OA
Oxbow Advisors
Texas
-$238K
3
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$222K
4
Bank of America
Bank of America
North Carolina
-$110K
5
CIA
Capital Investment Advisors
Georgia
-$35.4K
Name Holding Trade Value Shares
Change 		Change in
Stake
SIS
26
Sound Income Strategies
Florida
$8.71K +$81 +4 +0.9%
AF
27
Allworth Financial
California
$3.81K – – –
NFSG
28
Newbridge Financial Services Group
Florida
$3.81K – – –
HWP
29
Highline Wealth Partners
California
$2.57K – – –
Jones Financial Companies
30
Jones Financial Companies
Missouri
$1.87K +$2.02K +100 New
BA
31
Bard Associates
Illinois
$1.56K -$5.83K -288 -78%
SS
32
SBI Securities
Japan
$133 +$61 +3 +75%
Russell Investments Group
33
Russell Investments Group
United Kingdom
$76 -$689 -34 -89%
Wells Fargo
34
Wells Fargo
California
$28 – – –
OA
35
Oxbow Advisors
Texas
– -$238K -10,890 Closed
Cambridge Investment Research Advisors
36
Cambridge Investment Research Advisors
Iowa
– -$222K -10,178 Closed
Bank of America
37
Bank of America
North Carolina
– -$110K -5,050 Closed
Royal Bank of Canada
38
Royal Bank of Canada
Ontario, Canada
– -$22K -1,030 Closed
GWSA
39
Global Wealth Strategies & Associates
Colorado
– -$11.2K -511 Closed
1
2

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.