BM Technologies, Inc.
BMTX
BMTX was delisted on the 31st of January, 2025.
45 hedge funds and large institutions have $10.7M invested in BM Technologies, Inc. in 2023 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 7 increasing their positions, 9 reducing their positions, and 7 closing their positions.
2,383% more call options, than puts
Call options by funds: $993K | Put options by funds: $40K
8% less funds holding
Funds holding: 49 → 45 (-4)
22% less repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 9
37% less capital invested
Capital invested by funds: $17.1M → $10.7M (-$6.36M)
57% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 7
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCM
Bridgeway Capital Management
Houston,
Texas
|
+$340K |
| 2 |
JAMONY
Jacob Asset Management of New York
Hermosa Beach,
California
|
+$60.7K |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$9.17K |
| 4 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
+$7.97K |
| 5 |
JP Morgan Chase
New York
|
+$3.12K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KCM
Kennedy Capital Management
St Louis,
Missouri
|
-$1.38M |
| 2 |
NCM
Nantahala Capital Management
New Canaan,
Connecticut
|
-$925K |
| 3 |
TC
Tejara Capital
London,
United Kingdom
|
-$131K |
| 4 |
TCM
Tieton Capital Management
Yakima,
Washington
|
-$105K |
| 5 |
Acadian Asset Management
Boston,
Massachusetts
|
-$58K |
BMTX Hedge Fund Activity: Q1 2023 in Review
45 of the 6,283 institutional investors tracked by Wall St. Rank reported a position in BM Technologies, Inc. (BMTX) for Q1 2023, worth a combined $10.7M — down 37% from $17.1M a quarter earlier.
Sellers outnumbered buyers: 7 funds closed out of BMTX and 3 opened new positions — a net loss of 4 holders — while 9 trimmed existing stakes and 7 added.
The largest buyer was Bridgeway Capital Management, adding an estimated $340K. The largest seller was Kennedy Capital Management, exiting entirely with an estimated $1.38M sold.
- 45 institutional investors held BM Technologies, Inc. (BMTX) as of Q1 2023, down from 49 in Q4 2022.
- Funds reported $10.7M of BM Technologies, Inc. stock for Q1 2023, down 37% quarter-over-quarter.
- 3 funds opened new BM Technologies, Inc. positions in Q1 2023 and 7 closed out, a net change of -4 holders.
- The largest BM Technologies, Inc. buyer in Q1 2023 was Bridgeway Capital Management, an estimated $340K added.
- The largest BM Technologies, Inc. seller in Q1 2023 was Kennedy Capital Management, an estimated $1.38M sold.
Based on aggregated 13F filings for Q1 2023.