We are live on ! Find out more
BMTX

BM Technologies, Inc.

Delisted

BMTX was delisted on the 31st of January, 2025.

59 hedge funds and large institutions have $25M invested in BM Technologies, Inc. in 2022 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 12 increasing their positions, 13 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

13,250% more call options, than puts

Call options by funds: $1.07M | Put options by funds: $8K

1% more capital invested

Capital invested by funds: $24.8M → $25M (+$195K)

8% less repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 13

5% less funds holding

Funds holding: 6259 (-3)

22% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 9

Holders
59
Holders Change
-3
Holders Change %
-4.84%
% of All Funds
1.02%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
12
Reduced
13
Closed
9
Calls
$1.07M
Puts
$8K
Net Calls
+$1.06M
Net Calls Change
+$533K
Name Holding Trade Value Shares
Change
Change in
Stake
WAM
26
Wolverine Asset Management
Illinois
$68K -$15.6K -2,539 -20%
Macquarie Group
27
Macquarie Group
Australia
$61K
California State Teachers Retirement System (CalSTRS)
28
California State Teachers Retirement System (CalSTRS)
California
$44K
New York State Common Retirement Fund
29
New York State Common Retirement Fund
New York
$41K
Acadian Asset Management
30
Acadian Asset Management
Massachusetts
$37K
UBS Group
31
UBS Group
Switzerland
$27K +$1.44K +234 +6%
TRCT
32
Tower Research Capital (TRC)
New York
$26K +$17.8K +2,898 +296%
MIM
33
MetLife Investment Management
New Jersey
$21.5K
Deutsche Bank
34
Deutsche Bank
Germany
$21K
Simplex Trading
35
Simplex Trading
Illinois
$16K +$15.4K +2,511 New
Royal Bank of Canada
36
Royal Bank of Canada
Ontario, Canada
$15K +$3.03K +492 +28%
Allspring Global Investments
37
Allspring Global Investments
North Carolina
$12K +$117 +19 +1%
CG
38
Cutler Group
California
$9K -$36K -5,859 -81%
TRSOTSOK
39
Teachers Retirement System of the State of Kentucky
Kentucky
$8K +$7.26K +1,180 New
ATC
40
Adirondack Trust Company
New York
$6K
RA
41
Rise Advisors
New York
$6K
ST
42
Sageworth Trust
Pennsylvania
$6K
MOACM
43
Mutual of America Capital Management
New York
$4K
Barclays
44
Barclays
United Kingdom
$4K +$590 +96 +18%
Wells Fargo
45
Wells Fargo
California
$3K -$86 -14 -3%
IA
46
IFP Advisors
Florida
$3K
Osaic Holdings
47
Osaic Holdings
Arizona
$2K -$37 -6 -2%
Canada Life
48
Canada Life
Manitoba, Canada
$2K
MLICM
49
Metropolitan Life Insurance Company (MetLife)
New York
$1.89K
Citigroup
50
Citigroup
New York
$1K

BMTX Hedge Fund Activity: Q3 2022 in Review

59 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in BM Technologies, Inc. (BMTX) for Q3 2022, worth a combined $25M — up 0.79% from $24.8M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of BMTX and 7 opened new positions — a net loss of 2 holders — while 13 trimmed existing stakes and 12 added.

The largest buyer was Perritt Capital Management, opening a new position worth an estimated $92.3K. The largest seller was Forager Funds Management, exiting entirely with an estimated $1.02M sold.

  • 59 institutional investors held BM Technologies, Inc. (BMTX) as of Q3 2022, down from 62 in Q2 2022.
  • Funds reported $25M of BM Technologies, Inc. stock for Q3 2022, up 0.79% quarter-over-quarter.
  • 7 funds opened new BM Technologies, Inc. positions in Q3 2022 and 9 closed out, a net change of -2 holders.
  • The largest BM Technologies, Inc. buyer in Q3 2022 was Perritt Capital Management, an estimated $92.3K added.
  • The largest BM Technologies, Inc. seller in Q3 2022 was Forager Funds Management, an estimated $1.02M sold.

Based on aggregated 13F filings for Q3 2022.