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BANX

ArrowMark Financial
BANX

36 hedge funds and large institutions have $19.3M invested in ArrowMark Financial in 2025 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 8 increasing their positions, 8 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

600% more call options, than puts

Call options by funds: $28K | Put options by funds: $4K

100% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 4

13% more funds holding

Funds holding: 32 → 36 (+4)

0% more repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 8

1.59% less ownership

Funds ownership: 13.93% → 12.33% (-1.6%)

7% less capital invested

Capital invested by funds: $20.8M → $19.3M (-$1.52M)

Holders
36
Holders Change
+4
Holders Change %
+12.5%
% of All Funds
0.47%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
8
Reduced
8
Closed
4
Calls
$28K
Puts
$4K
Net Calls
+$24K
Net Calls Change
-$3K

Top Buyers

Rank Fund Capital Flow
1
Rockefeller Capital Management
Rockefeller Capital Management
New York
+$310K
2
AWM
Accurate Wealth Management
Florida
+$302K
3
Morgan Stanley
Morgan Stanley
New York
+$257K
4
Osaic Holdings
Osaic Holdings
Arizona
+$242K
5
PAG
Private Advisor Group
New Jersey
+$197K

Top Sellers

Rank Fund Capital Flow
1
RRA
Round Rock Advisors
Connecticut
-$3.66M
2
ACH
ArrowMark Colorado Holdings
Colorado
-$1.25M
3
Citadel Advisors
Citadel Advisors
Florida
-$334K
4
BA
Bard Associates
Illinois
-$292K
5
PSP
Principal Street Partners
Tennessee
-$229K
Name Holding Trade Value Shares
Change 		Change in
Stake
WSFS
26
Wilmington Savings Fund Society
Delaware
$11K – – –
UBS Group
27
UBS Group
Switzerland
$9.75K -$12.1K -574 -56%
SIS
28
Sound Income Strategies
Florida
$9.7K – – –
AF
29
Allworth Financial
California
$4.38K – – –
NFSG
30
Newbridge Financial Services Group
Florida
$4.38K – – –
Simplex Trading
31
Simplex Trading
Illinois
$2K +$2.52K +120 New
CAM
32
Creekmur Asset Management
Illinois
$227 – – –
SS
33
SBI Securities
Japan
$219 -$21 -1 -9%
Fidelity Investments
34
Fidelity Investments
Massachusetts
$132 +$84 +4 +200%
Russell Investments Group
35
Russell Investments Group
United Kingdom
$110 +$105 +5 New
Wells Fargo
36
Wells Fargo
California
$15 – – –
RRA
37
Round Rock Advisors
Connecticut
– -$3.66M -174,809 Closed
Citadel Advisors
38
Citadel Advisors
Florida
– -$334K -15,939 Closed
PSP
39
Principal Street Partners
Tennessee
– -$229K -10,940 Closed
Royal Bank of Canada
40
Royal Bank of Canada
Ontario, Canada
– -$101K -4,804 Closed
1
2

BANX Hedge Fund Activity: Q3 2025 in Review

36 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in ArrowMark Financial (BANX) for Q3 2025, worth a combined $19.3M — down 7.3% from $20.8M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new BANX positions and 4 closed out — a net gain of 4 holders — while 8 added to existing stakes and 8 trimmed.

The largest buyer was Rockefeller Capital Management, opening a new position worth an estimated $310K. The largest seller was Round Rock Advisors, exiting entirely with an estimated $3.66M sold.

  • 36 institutional investors held ArrowMark Financial (BANX) as of Q3 2025, up from 32 in Q2 2025.
  • Funds reported $19.3M of ArrowMark Financial stock for Q3 2025, down 7.3% quarter-over-quarter.
  • 8 funds opened new ArrowMark Financial positions in Q3 2025 and 4 closed out, a net change of +4 holders.
  • The largest ArrowMark Financial buyer in Q3 2025 was Rockefeller Capital Management, an estimated $310K added.
  • The largest ArrowMark Financial seller in Q3 2025 was Round Rock Advisors, an estimated $3.66M sold.

Based on aggregated 13F filings for Q3 2025.