ArrowMark Financial
BANX
32 hedge funds and large institutions have $20.8M 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.
1,350% more call options, than puts
Call options by funds: $29K | Put options by funds: $2K
67% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 3
3% more funds holding
Funds holding: 31 → 32 (+1)
0.8% less ownership
Funds ownership: 14.73% → 13.93% (-0.8%)
6% less capital invested
Capital invested by funds: $22.1M → $20.8M (-$1.31M)
27% less repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 11
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Marshall Wace
London,
United Kingdom
|
+$371K |
| 2 |
EAM
Everstar Asset Management
Mooresville,
North Carolina
|
+$332K |
| 3 |
RRA
Round Rock Advisors
Wilton,
Connecticut
|
+$219K |
| 4 |
Morgan Stanley
New York
|
+$155K |
| 5 |
CCG
Catalina Capital Group
Torrance,
California
|
+$108K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Stifel Financial
St. Louis,
Missouri
|
-$495K |
| 2 |
HF
HRT Financial
New York
|
-$316K |
| 3 |
Millennium Management
New York
|
-$305K |
| 4 |
OC
Oppenheimer & Co
New York
|
-$178K |
| 5 |
Raymond James Financial
St Petersburg,
Florida
|
-$163K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SIS
26
Sound Income Strategies
Ft Lauderdale,
Florida
| $9.4K | – | – | – |
|
|
AF
27
Allworth Financial
Folsom,
California
| $4.19K | – | – | – |
|
|
NFSG
28
Newbridge Financial Services Group
Boca Raton,
Florida
| $4.19K | +$4.03K | +200 | New |
|
|
SS
29
SBI Securities
Tokyo,
Japan
| $230 | -$2.78K | -138 | -93% |
|
|
CAM
30
Creekmur Asset Management
Morton,
Illinois
| $212 | +$201 | +10 | New |
|
31
Fidelity Investments
Boston,
Massachusetts
| $42 | +$40 | +2 | New |
|
32
Wells Fargo
San Francisco,
California
| $19 | -$222 | -11 | -92% |
|
|
HF
33
HRT Financial
New York
| – | -$316K | -15,000 | Closed |
|
|
34
Millennium Management
New York
| – | -$305K | -14,442 | Closed |
|
|
FFA
35
Farther Finance Advisors
San Francisco,
California
| – | -$21 | -1 | Closed |
|
BANX Hedge Fund Activity: Q2 2025 in Review
32 of the 7,598 institutional investors tracked by Wall St. Rank reported a position in ArrowMark Financial (BANX) for Q2 2025, worth a combined $20.8M — down 5.9% from $22.1M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new BANX positions and 3 closed out — a net gain of 2 holders — while 8 added to existing stakes and 11 trimmed.
The largest buyer was Marshall Wace, opening a new position worth an estimated $371K. The largest seller was Stifel Financial, cutting an estimated $495K.
- 32 institutional investors held ArrowMark Financial (BANX) as of Q2 2025, up from 31 in Q1 2025.
- Funds reported $20.8M of ArrowMark Financial stock for Q2 2025, down 5.9% quarter-over-quarter.
- 5 funds opened new ArrowMark Financial positions in Q2 2025 and 3 closed out, a net change of +2 holders.
- The largest ArrowMark Financial buyer in Q2 2025 was Marshall Wace, an estimated $371K added.
- The largest ArrowMark Financial seller in Q2 2025 was Stifel Financial, an estimated $495K sold.
Based on aggregated 13F filings for Q2 2025.