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BMTX

BM Technologies, Inc.

Delisted

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

62 hedge funds and large institutions have $24.8M invested in BM Technologies, Inc. in 2022 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 7 increasing their positions, 25 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

214% more call options, than puts

Call options by funds: $773K | Put options by funds: $246K

7% less funds holding

Funds holding: 6762 (-5)

40% less capital invested

Capital invested by funds: $41M → $24.8M (-$16.2M)

50% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 8

72% less repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 25

Holders
62
Holders Change
-5
Holders Change %
-7.46%
% of All Funds
1.04%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
7
Reduced
25
Closed
8
Calls
$773K
Puts
$246K
Net Calls
+$527K
Net Calls Change
-$5.66M
Name Holding Trade Value Shares
Change
Change in
Stake
PRCP
1
Pacific Ridge Capital Partners
Oregon
$4.09M -$471K -67,231 -9%
TCM
2
Tieton Capital Management
Washington
$3.36M -$73.9K -10,561 -2%
Vanguard Group
3
Vanguard Group
Pennsylvania
$3.08M -$209K -29,798 -5%
KCM
4
Kennedy Capital Management
Missouri
$2.37M -$31.1K -4,438 -1%
1CM
5
1492 Capital Management
Wisconsin
$1.99M -$30.5K -4,353 -1%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$1.84M -$102K -14,505 -4%
FFM
7
Forager Funds Management
Australia
$1.02M -$1.61M -229,771 -57%
ACA
8
Anchor Capital Advisors
Massachusetts
$1.02M +$112K +16,020 +10%
Hotchkis & Wiley Capital Management
9
Hotchkis & Wiley Capital Management
California
$821K +$95.9K +13,700 +11%
JAMONY
10
Jacob Asset Management of New York
California
$795K -$105K -15,000 -10%
BlackRock
11
BlackRock
New York
$669K -$37K -5,288 -4%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$545K -$107K -15,326 -14%
BCM
13
Bridgeway Capital Management
Texas
$504K
AFG
14
American Financial Group
Ohio
$302K
PP
15
Prospector Partners
Connecticut
$289K
MA
16
MYDA Advisors
New York
$240K -$457K -65,251 -62%
Marshall Wace
17
Marshall Wace
United Kingdom
$204K -$180K -25,759 -43%
B
18
Barings
North Carolina
$187K -$136K -19,473 -38%
State Street
19
State Street
Massachusetts
$166K
FWSM
20
First Wilshire Securities Management
California
$134K -$3.07K -439 -2%
Northern Trust
21
Northern Trust
Illinois
$130K +$7.6K +1,086 +5%
GC
22
Globeflex Capital
California
$128K
Ameriprise
23
Ameriprise
Minnesota
$113K -$224 -32 -0.2%
LSV Asset Management
24
LSV Asset Management
Illinois
$105K -$24.1K -3,447 -16%
Morgan Stanley
25
Morgan Stanley
New York
$90K -$53.8K -7,684 -33%

BMTX Hedge Fund Activity: Q2 2022 in Review

62 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in BM Technologies, Inc. (BMTX) for Q2 2022, worth a combined $24.8M — down 40% from $41M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of BMTX and 4 opened new positions — a net loss of 4 holders — while 25 trimmed existing stakes and 7 added.

The largest buyer was Anchor Capital Advisors, adding an estimated $112K. The largest seller was Forager Funds Management, cutting an estimated $1.61M.

  • 62 institutional investors held BM Technologies, Inc. (BMTX) as of Q2 2022, down from 67 in Q1 2022.
  • Funds reported $24.8M of BM Technologies, Inc. stock for Q2 2022, down 40% quarter-over-quarter.
  • 4 funds opened new BM Technologies, Inc. positions in Q2 2022 and 8 closed out, a net change of -4 holders.
  • The largest BM Technologies, Inc. buyer in Q2 2022 was Anchor Capital Advisors, an estimated $112K added.
  • The largest BM Technologies, Inc. seller in Q2 2022 was Forager Funds Management, an estimated $1.61M sold.

Based on aggregated 13F filings for Q2 2022.