BANX

ArrowMark Financial
BANX

33 hedge funds and large institutions have $33.9M invested in ArrowMark Financial in 2025 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 14 increasing their positions, 5 reducing their positions, and 6 closing their positions.

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New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership: →

8% less funds holding

Funds holding: 36 → 33 (-3)

33% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 6

Holders
33
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
–
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$268K
Puts
$4K
Net Calls
Net Calls Change

Top Buyers

1
+$14.5M
2
+$273K
3
+$65.7K
4
Stifel Financial
Stifel Financial
Missouri
+$49.4K
5
EAM
Everstar Asset Management
North Carolina
+$43.4K

Top Sellers

1
-$580K
2
-$566K
3
-$513K
4
BAM
Belpointe Asset Management
Nevada
-$204K
5
UB
UMB Bank
Missouri
-$59.2K
Name Holding Trade Value Shares
Change 		Change in
Stake
SIS
26
Sound Income Strategies
Florida
$9.58K
BA
27
Bard Associates
Illinois
$8.46K
AF
28
Allworth Financial
California
$4.36K
NFSG
29
Newbridge Financial Services Group
Florida
$4.36K
HWP
30
Highline Wealth Partners
California
$2.95K
Russell Investments Group
31
Russell Investments Group
United Kingdom
$829
SS
32
SBI Securities
Japan
$87
Wells Fargo
33
Wells Fargo
California
$20
Marshall Wace
34
Marshall Wace
United Kingdom
–
BAM
35
Belpointe Asset Management
Nevada
–
UB
36
UMB Bank
Missouri
–
PFA
37
Pathway Financial Advisers
Indiana
–
Simplex Trading
38
Simplex Trading
Illinois
–
Fidelity Investments
39
Fidelity Investments
Massachusetts
–
1
2