BANX

ArrowMark Financial
BANX

Overview Fund Activity

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.

New
Increased
Maintained
Reduced
Closed
Holders
31
Holders Change
–
Holders Change %
0%
% of All Funds
0.42%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
1
Increased
7
Reduced
10
Closed
1
Calls
$91K
Puts
$186K
Net Calls
-$95K
Net Calls Change
-$57K

Top Buyers

1
RRA
Round Rock Advisors
Connecticut
+$2.55M
2
NWMP
Noble Wealth Management PBC
Colorado
+$706K
3
HF
HRT Financial
New York
+$316K
4
Stifel Financial
Stifel Financial
Missouri
+$243K
5
Millennium Management
Millennium Management
New York
+$82.3K

Top Sellers

1
Osaic Holdings
Osaic Holdings
Arizona
-$1.37M
2
Citadel Advisors
Citadel Advisors
Florida
-$208K
3
Raymond James Financial
Raymond James Financial
Florida
-$59.4K
4
CIA
Capital Investment Advisors
Georgia
-$47.4K
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$46.5K
Name Holding Trade Value Shares
Change 		Shares
Change %
ACH
1
ArrowMark Colorado Holdings
Colorado
$4.14M – – –
Raymond James Financial
2
Raymond James Financial
Florida
$3.91M -$59.4K -2,821 -1%
Stifel Financial
3
Stifel Financial
Missouri
$3.77M +$243K +11,526 +7%
RRA
4
Round Rock Advisors
Connecticut
$3.45M +$2.55M +121,233 +284%
NWMP
5
Noble Wealth Management PBC
Colorado
$1.06M +$706K +33,522 +202%
BA
6
Bard Associates
Illinois
$872K -$7.89K -375 -0.9%
CIA
7
Capital Investment Advisors
Georgia
$600K -$47.4K -2,250 -7%
OC
8
Oppenheimer & Co
New York
$523K +$18.9K +899 +4%
EAM
9
Everstar Asset Management
North Carolina
$504K +$16.1K +767 +3%
FWP
10
Falcon Wealth Planning
California
$397K – – –
Osaic Holdings
11
Osaic Holdings
Arizona
$378K -$1.37M -65,173 -78%
HF
12
HRT Financial
New York
$316K +$316K +15,000 New
Millennium Management
13
Millennium Management
New York
$305K +$82.3K +3,900 +37%
PSP
14
Principal Street Partners
Tennessee
$250K -$12.6K -600 -5%
Citadel Advisors
15
Citadel Advisors
Florida
$248K -$208K -9,862 -46%
Morgan Stanley
16
Morgan Stanley
New York
$232K -$15.5K -736 -6%
OA
17
Oxbow Advisors
Texas
$231K – – –
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$221K -$46.5K -2,203 -17%
CCG
19
Catalina Capital Group
California
$217K – – –
MCM
20
MAI Capital Management
Ohio
$111K – – –
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$100K – – –
Bank of America
22
Bank of America
North Carolina
$95.8K – – –
TCOV
23
Trust Company of Vermont
Vermont
$57.9K – – –
UB
24
UMB Bank
Missouri
$56.8K – – –
CSC
25
Caldwell Sutter Capital
California
$14.6K -$16.8K -800 -54%
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