ArrowMark Financial
BANX
31 hedge funds and large institutions have $22.1M invested in ArrowMark Financial in 2025 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 7 increasing their positions, 10 reducing their positions, and 1 closing their positions.
11% more capital invested
Capital invested by funds: $19.9M → $22.1M (+$2.21M)
1.42% more ownership
Funds ownership: 13.31% → 14.73% (+1.4%)
0% more funds holding
Funds holding: 31 → 31 (0)
0% more first-time investments, than exits
New positions opened: 1 | Existing positions closed: 1
30% less repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 10
51% less call options, than puts
Call options by funds: $91K | Put options by funds: $186K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RRA
Round Rock Advisors
Wilton,
Connecticut
|
+$2.55M |
| 2 |
NWMP
Noble Wealth Management PBC
Greenwood Village,
Colorado
|
+$706K |
| 3 |
HF
HRT Financial
New York
|
+$316K |
| 4 |
Stifel Financial
St. Louis,
Missouri
|
+$243K |
| 5 |
Millennium Management
New York
|
+$82.1K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
-$1.37M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$208K |
| 3 |
Raymond James Financial
St Petersburg,
Florida
|
-$59.4K |
| 4 |
CIA
Capital Investment Advisors
Atlanta,
Georgia
|
-$47.4K |
| 5 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$46.4K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
WSFS
26
Wilmington Savings Fund Society
Wilmington,
Delaware
| $10.5K | – | – | – |
|
|
SIS
27
Sound Income Strategies
Ft Lauderdale,
Florida
| $9.45K | – | – | – |
|
|
AF
28
Allworth Financial
Folsom,
California
| $4.02K | – | – | – |
|
|
SS
29
SBI Securities
Tokyo,
Japan
| $3.14K | +$905 | +43 | +41% |
|
30
Wells Fargo
San Francisco,
California
| $248 | -$653 | -31 | -72% |
|
|
FFA
31
Farther Finance Advisors
San Francisco,
California
| $21 | – | – | – |
|
|
PFA
32
Pathway Financial Advisers
Auburn,
Indiana
| – | -$15.7K | -750 | Closed |
|
BANX Hedge Fund Activity: Q1 2025 in Review
31 of the 7,461 institutional investors tracked by Wall St. Rank reported a position in ArrowMark Financial (BANX) for Q1 2025, worth a combined $22.1M — up 11% from $19.9M a quarter earlier.
Fund positioning in BANX was balanced in Q1 2025: 1 fund opened new positions, 1 closed out, 7 added to existing stakes and 10 trimmed.
The largest buyer was Round Rock Advisors, adding an estimated $2.55M. The largest seller was Osaic Holdings, cutting an estimated $1.37M.
- 31 institutional investors held ArrowMark Financial (BANX) as of Q1 2025, unchanged from Q4 2024.
- Funds reported $22.1M of ArrowMark Financial stock for Q1 2025, up 11% quarter-over-quarter.
- 1 fund opened new ArrowMark Financial positions in Q1 2025 and 1 closed out, a net change of 0 holders.
- The largest ArrowMark Financial buyer in Q1 2025 was Round Rock Advisors, an estimated $2.55M added.
- The largest ArrowMark Financial seller in Q1 2025 was Osaic Holdings, an estimated $1.37M sold.
Based on aggregated 13F filings for Q1 2025.