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.
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)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Rockefeller Capital Management
New York
|
+$310K |
| 2 |
AWM
Accurate Wealth Management
Wesley Chapel,
Florida
|
+$302K |
| 3 |
Morgan Stanley
New York
|
+$257K |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
+$242K |
| 5 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
+$197K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RRA
Round Rock Advisors
Wilton,
Connecticut
|
-$3.66M |
| 2 |
ACH
ArrowMark Colorado Holdings
Denver,
Colorado
|
-$1.25M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$334K |
| 4 |
BA
Bard Associates
Chicago,
Illinois
|
-$292K |
| 5 |
PSP
Principal Street Partners
Memphis,
Tennessee
|
-$229K |
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.