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.
6,600% more call options, than puts
Call options by funds: $268K | Put options by funds: $4K
180% more repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 5
76% more capital invested
Capital invested by funds: $19.3M → $33.9M (+$14.7M)
9.47% more ownership
Funds ownership: 12.33% → 21.8% (+9.5%)
8% less funds holding
Funds holding: 36 → 33 (-3)
33% less first-time investments, than exits
New positions opened: 4 | Existing positions closed: 6
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ACH
ArrowMark Colorado Holdings
Denver,
Colorado
|
+$14.5M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
+$273K |
| 3 |
NWMP
Noble Wealth Management PBC
Greenwood Village,
Colorado
|
+$65.7K |
| 4 |
Stifel Financial
St. Louis,
Missouri
|
+$49.4K |
| 5 |
EAM
Everstar Asset Management
Mooresville,
North Carolina
|
+$43.4K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BA
Bard Associates
Chicago,
Illinois
|
-$580K |
| 2 |
Marshall Wace
London,
United Kingdom
|
-$566K |
| 3 |
Raymond James Financial
St Petersburg,
Florida
|
-$513K |
| 4 |
BAM
Belpointe Asset Management
Reno,
Nevada
|
-$204K |
| 5 |
UB
UMB Bank
Kansas City,
Missouri
|
-$59.2K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SIS
26
Sound Income Strategies
Ft Lauderdale,
Florida
| $9.58K | – | – | – |
|
|
BA
27
Bard Associates
Chicago,
Illinois
| $8.46K | -$580K | -26,785 | -99% |
|
|
AF
28
Allworth Financial
Folsom,
California
| $4.36K | – | – | – |
|
|
NFSG
29
Newbridge Financial Services Group
Boca Raton,
Florida
| $4.36K | – | – | – |
|
|
HWP
30
Highline Wealth Partners
Sherman Oaks,
California
| $2.95K | +$2.92K | +135 | New |
|
31
Russell Investments Group
London,
United Kingdom
| $829 | +$715 | +33 | +660% |
|
|
SS
32
SBI Securities
Tokyo,
Japan
| $87 | -$130 | -6 | -60% |
|
33
Wells Fargo
San Francisco,
California
| $20 | – | – | – |
|
|
34
Marshall Wace
London,
United Kingdom
| – | -$566K | -25,821 | Closed |
|
|
BAM
35
Belpointe Asset Management
Reno,
Nevada
| – | -$204K | -9,300 | Closed |
|
|
UB
36
UMB Bank
Kansas City,
Missouri
| – | -$59.2K | -2,700 | Closed |
|
|
PFA
37
Pathway Financial Advisers
Auburn,
Indiana
| – | -$12.2K | -557 | Closed |
|
38
Simplex Trading
Chicago,
Illinois
| – | -$2.6K | -120 | Closed |
|
39
Fidelity Investments
Boston,
Massachusetts
| – | -$132 | -6 | Closed |
|
BANX Hedge Fund Activity: Q4 2025 in Review
33 of the 8,224 institutional investors tracked by Wall St. Rank reported a position in ArrowMark Financial (BANX) for Q4 2025, worth a combined $33.9M — up 76% from $19.3M a quarter earlier.
Sellers outnumbered buyers: 6 funds closed out of BANX and 4 opened new positions — a net loss of 2 holders — while 5 trimmed existing stakes and 14 added.
The largest buyer was ArrowMark Colorado Holdings, adding an estimated $14.5M. The largest seller was Bard Associates, cutting an estimated $580K.
- 33 institutional investors held ArrowMark Financial (BANX) as of Q4 2025, down from 36 in Q3 2025.
- Funds reported $33.9M of ArrowMark Financial stock for Q4 2025, up 76% quarter-over-quarter.
- 4 funds opened new ArrowMark Financial positions in Q4 2025 and 6 closed out, a net change of -2 holders.
- The largest ArrowMark Financial buyer in Q4 2025 was ArrowMark Colorado Holdings, an estimated $14.5M added.
- The largest ArrowMark Financial seller in Q4 2025 was Bard Associates, an estimated $580K sold.
Based on aggregated 13F filings for Q4 2025.