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BANX

ArrowMark Financial

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.

New
Increased
Maintained
Reduced
Closed

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: 3633 (-3)

33% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 6

Holders
33
Holders Change
-3
Holders Change %
-8.33%
% of All Funds
0.4%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
14
Reduced
5
Closed
6
Calls
$268K
Puts
$4K
Net Calls
+$264K
Net Calls Change
+$240K
Name Holding Trade Value Shares
Change
Change in
Stake
ACH
1
ArrowMark Colorado Holdings
Colorado
$17.6M +$14.5M +670,749 +488%
Stifel Financial
2
Stifel Financial
Missouri
$3.4M +$49.4K +2,281 +1%
Raymond James Financial
3
Raymond James Financial
Florida
$3.39M -$513K -23,686 -13%
NWMP
4
Noble Wealth Management PBC
Colorado
$1.76M +$65.7K +3,032 +4%
CEFA
5
Closed-End Fund Advisors
Virginia
$1.51M +$1.5M +69,337 New
Osaic Holdings
6
Osaic Holdings
Arizona
$1.02M +$273K +12,608 +37%
EAM
7
Everstar Asset Management
North Carolina
$1M +$43.4K +2,004 +5%
Morgan Stanley
8
Morgan Stanley
New York
$698K +$23K +1,061 +3%
CIA
9
Capital Investment Advisors
Georgia
$567K -$32.5K -1,500 -5%
OC
10
Oppenheimer & Co
New York
$492K +$5.5K +254 +1%
FWP
11
Falcon Wealth Planning
California
$383K -$28.1K -1,298 -7%
CCG
12
Catalina Capital Group
California
$343K +$650 +30 +0.2%
Rockefeller Capital Management
13
Rockefeller Capital Management
New York
$322K
AWM
14
Accurate Wealth Management
Florida
$320K +$3.08K +142 +1%
PAG
15
Private Advisor Group
New Jersey
$240K +$36K +1,661 +18%
OA
16
Oxbow Advisors
Texas
$238K
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$222K +$888 +41 +0.4%
MCM
18
MAI Capital Management
Ohio
$115K
Bank of America
19
Bank of America
North Carolina
$110K +$43.3K +2,000 +66%
TCOV
20
Trust Company of Vermont
Vermont
$38.2K
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$22K +$22.3K +1,030 New
UBS Group
22
UBS Group
Switzerland
$21.1K +$11.3K +522 +117%
CSC
23
Caldwell Sutter Capital
California
$15.1K
GWSA
24
Global Wealth Strategies & Associates
Colorado
$11.2K +$11.1K +511 New
WSFS
25
Wilmington Savings Fund Society
Delaware
$10.9K

BANX Hedge Fund Activity: Q4 2025 in Review

33 of the 8,223 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.