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BMTX

BM Technologies, Inc.

Delisted

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

42 hedge funds and large institutions have $4.47M invested in BM Technologies, Inc. in 2024 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 5 increasing their positions, 13 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

9% less funds holding

Funds holding: 4642 (-4)

22% less capital invested

Capital invested by funds: $5.74M → $4.47M (-$1.26M)

62% less repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 13

80% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 5

Holders
42
Holders Change
-4
Holders Change %
-8.7%
% of All Funds
0.61%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
1
Increased
5
Reduced
13
Closed
5
Calls
$240K
Puts
Net Calls
+$240K
Net Calls Change
+$53K
Name Holding Trade Value Shares
Change
Change in
Stake
PRCP
1
Pacific Ridge Capital Partners
Oregon
$1.05M -$20.7K -10,782 -2%
TCM
2
Tieton Capital Management
Washington
$806K +$35K +18,210 +4%
DLP
3
De Lisle Partners
United Kingdom
$707K +$817K +424,852 New
Vanguard Group
4
Vanguard Group
Pennsylvania
$690K +$100K +51,999 +14%
BlackRock
5
BlackRock
New York
$206K -$904 -470 -0.4%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$146K
BCM
7
Bridgeway Capital Management
Texas
$132K -$30.9K -16,039 -17%
NCM
8
Nantahala Capital Management
Connecticut
$125K
AFG
9
American Financial Group
Ohio
$85K
Dimensional Fund Advisors
10
Dimensional Fund Advisors
Texas
$61.3K -$175 -91 -0.2%
EF
11
Empowered Funds
Pennsylvania
$56.2K -$2K -1,039 -3%
State Street
12
State Street
Massachusetts
$53.3K
B
13
Barings
North Carolina
$52.5K
Renaissance Technologies
14
Renaissance Technologies
New York
$52K +$4.81K +2,500 +9%
T. Rowe Price Associates
15
T. Rowe Price Associates
Maryland
$33K
Group One Trading
16
Group One Trading
Illinois
$31.2K -$65.5K -34,024 -64%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$30K -$114 -59 -0.3%
Northern Trust
18
Northern Trust
Illinois
$24.5K -$6.02K -3,130 -17%
SIA
19
Schechter Investment Advisors
Michigan
$24.2K
RBC
20
Romano Brothers & Co
Illinois
$19K
Susquehanna International Group
21
Susquehanna International Group
Pennsylvania
$17.6K -$68.8K -35,761 -77%
Charles Schwab
22
Charles Schwab
California
$16.8K
Stifel Financial
23
Stifel Financial
Missouri
$16.5K
UBS Group
24
UBS Group
Switzerland
$12K -$16.5K -8,586 -54%
WAM
25
Wolverine Asset Management
Illinois
$7.69K

BMTX Hedge Fund Activity: Q1 2024 in Review

42 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in BM Technologies, Inc. (BMTX) for Q1 2024, worth a combined $4.47M — down 22% from $5.74M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of BMTX and 1 opened new positions — a net loss of 4 holders — while 13 trimmed existing stakes and 5 added.

The largest buyer was Vanguard Group, adding an estimated $100K. The largest seller was Belvedere Trading, exiting entirely with an estimated $76.5K sold.

  • 42 institutional investors held BM Technologies, Inc. (BMTX) as of Q1 2024, down from 46 in Q4 2023.
  • Funds reported $4.47M of BM Technologies, Inc. stock for Q1 2024, down 22% quarter-over-quarter.
  • 1 fund opened new BM Technologies, Inc. positions in Q1 2024 and 5 closed out, a net change of -4 holders.
  • The largest BM Technologies, Inc. buyer in Q1 2024 was Vanguard Group, an estimated $100K added.
  • The largest BM Technologies, Inc. seller in Q1 2024 was Belvedere Trading, an estimated $76.5K sold.

Based on aggregated 13F filings for Q1 2024.