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BMTX

BM Technologies, Inc.

Delisted

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

46 hedge funds and large institutions have $6.58M invested in BM Technologies, Inc. in 2024 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 8 increasing their positions, 9 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

211% more call options, than puts

Call options by funds: $1.04M | Put options by funds: $335K

80% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 5

47% more capital invested

Capital invested by funds: $4.47M → $6.58M (+$2.11M)

10% more funds holding

Funds holding: 4246 (+4)

11% less repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 9

Holders
46
Holders Change
+4
Holders Change %
+9.52%
% of All Funds
0.66%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
8
Reduced
9
Closed
5
Calls
$1.04M
Puts
$335K
Net Calls
+$706K
Net Calls Change
+$466K
Name Holding Trade Value Shares
Change
Change in
Stake
Charles Schwab
26
Charles Schwab
California
$23K
Stifel Financial
27
Stifel Financial
Missouri
$22.5K
UBS Group
28
UBS Group
Switzerland
$18K +$1.59K +696 +10%
Morgan Stanley
29
Morgan Stanley
New York
$8.94K
TRCT
30
Tower Research Capital (TRC)
New York
$7.56K +$7.31K +3,201 +2,013%
Deutsche Bank
31
Deutsche Bank
Germany
$6.95K
WAM
32
Wolverine Asset Management
Illinois
$5.34K -$5.22K -2,289 -49%
Royal Bank of Canada
33
Royal Bank of Canada
Ontario, Canada
$4K -$37.6K -16,464 -91%
TRSOTSOK
34
Teachers Retirement System of the State of Kentucky
Kentucky
$3K
Group One Trading
35
Group One Trading
Illinois
$2.26K -$40.9K -17,918 -95%
ATC
36
Adirondack Trust Company
New York
$1.98K
Barclays
37
Barclays
United Kingdom
$1.18K
Osaic Holdings
38
Osaic Holdings
Arizona
$924 +$240 +105 +34%
Bank of America
39
Bank of America
North Carolina
$880 +$157 +69 +21%
Qube Research & Technologies (QRT)
40
Qube Research & Technologies (QRT)
United Kingdom
$799 +$228 +100 +39%
RI
41
Ridgewood Investments
New Jersey
$344 +$349 +153 New
Citigroup
42
Citigroup
New York
$333
IRC
43
Investors Research Corp
Georgia
$311
PP
44
PFS Partners
New Jersey
$203
TSMHT
45
Thurston Springer Miller Herd & Titak
Indiana
$15 +$16 +7 New
Susquehanna International Group
46
Susquehanna International Group
Pennsylvania
-$24.3K -10,657 Closed
Wells Fargo
47
Wells Fargo
California
-$109 -66 Closed
JP Morgan Chase
48
JP Morgan Chase
New York
-$64 -39 Closed
FGAM
49
Financial Gravity Asset Management
Texas
-$4 -2 Closed

BMTX Hedge Fund Activity: Q2 2024 in Review

46 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in BM Technologies, Inc. (BMTX) for Q2 2024, worth a combined $6.58M — up 47% from $4.47M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new BMTX positions and 5 closed out — a net gain of 4 holders — while 8 added to existing stakes and 9 trimmed.

The largest buyer was Renaissance Technologies, adding an estimated $234K. The largest seller was Pacific Ridge Capital Partners, cutting an estimated $56.7K.

  • 46 institutional investors held BM Technologies, Inc. (BMTX) as of Q2 2024, up from 42 in Q1 2024.
  • Funds reported $6.58M of BM Technologies, Inc. stock for Q2 2024, up 47% quarter-over-quarter.
  • 9 funds opened new BM Technologies, Inc. positions in Q2 2024 and 5 closed out, a net change of +4 holders.
  • The largest BM Technologies, Inc. buyer in Q2 2024 was Renaissance Technologies, an estimated $234K added.
  • The largest BM Technologies, Inc. seller in Q2 2024 was Pacific Ridge Capital Partners, an estimated $56.7K sold.

Based on aggregated 13F filings for Q2 2024.