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BANX

ArrowMark Financial

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.

New
Increased
Maintained
Reduced
Closed

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: 3132 (+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

Holders
32
Holders Change
+1
Holders Change %
+3.23%
% of All Funds
0.42%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
8
Reduced
11
Closed
3
Calls
$29K
Puts
$2K
Net Calls
+$27K
Net Calls Change
+$122K
Name Holding Trade Value Shares
Change
Change in
Stake
ACH
1
ArrowMark Colorado Holdings
Colorado
$4.12M +$15K +744 +0.4%
Raymond James Financial
2
Raymond James Financial
Florida
$3.72M -$163K -8,093 -4%
RRA
3
Round Rock Advisors
Connecticut
$3.66M +$219K +10,876 +7%
Stifel Financial
4
Stifel Financial
Missouri
$3.24M -$495K -24,563 -14%
BA
5
Bard Associates
Illinois
$859K -$8.06K -400 -1%
EAM
6
Everstar Asset Management
North Carolina
$846K +$332K +16,457 +69%
CIA
7
Capital Investment Advisors
Georgia
$575K -$20.1K -1,000 -4%
Osaic Holdings
8
Osaic Holdings
Arizona
$476K +$96K +4,762 +27%
FWP
9
Falcon Wealth Planning
California
$395K
Morgan Stanley
10
Morgan Stanley
New York
$392K +$155K +7,677 +70%
Marshall Wace
11
Marshall Wace
United Kingdom
$386K +$371K +18,423 New
OC
12
Oppenheimer & Co
New York
$335K -$178K -8,819 -36%
Citadel Advisors
13
Citadel Advisors
Florida
$334K +$84K +4,170 +35%
CCG
14
Catalina Capital Group
California
$328K +$108K +5,354 +52%
OA
15
Oxbow Advisors
Texas
$230K
PSP
16
Principal Street Partners
Tennessee
$229K -$18.4K -915 -8%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$209K -$10.1K -501 -5%
MCM
18
MAI Capital Management
Ohio
$110K
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$101K +$1.47K +73 +2%
Bank of America
20
Bank of America
North Carolina
$63.9K -$30.1K -1,496 -33%
UB
21
UMB Bank
Missouri
$56.5K
TCOV
22
Trust Company of Vermont
Vermont
$48.7K -$8.56K -425 -15%
UBS Group
23
UBS Group
Switzerland
$21.3K +$20.5K +1,019 New
CSC
24
Caldwell Sutter Capital
California
$14.5K
WSFS
25
Wilmington Savings Fund Society
Delaware
$10.5K

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.