We are live on ! Find out more
BMTX

BM Technologies, Inc.

Delisted

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

43 hedge funds and large institutions have $9.32M invested in BM Technologies, Inc. in 2024 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 6 increasing their positions, 9 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

46% more call options, than puts

Call options by funds: $702K | Put options by funds: $480K

42% more capital invested

Capital invested by funds: $6.58M → $9.32M (+$2.74M)

7% less funds holding

Funds holding: 4643 (-3)

33% less repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 9

50% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 6

Holders
43
Holders Change
-3
Holders Change %
-6.52%
% of All Funds
0.62%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
6
Reduced
9
Closed
6
Calls
$702K
Puts
$480K
Net Calls
+$222K
Net Calls Change
-$484K
Name Holding Trade Value Shares
Change
Change in
Stake
PRCP
1
Pacific Ridge Capital Partners
Oregon
$1.93M -$120K -42,040 -7%
TCM
2
Tieton Capital Management
Washington
$1.63M -$26.6K -9,330 -2%
DLP
3
De Lisle Partners
United Kingdom
$1.51M +$57K +20,000 +5%
Vanguard Group
4
Vanguard Group
Pennsylvania
$1.42M
BlackRock
5
BlackRock
New York
$354K -$5.92K -2,077 -2%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$329K +$11.5K +4,031 +4%
NCM
7
Nantahala Capital Management
Connecticut
$259K
Renaissance Technologies
8
Renaissance Technologies
New York
$251K -$172K -60,403 -45%
BCM
9
Bridgeway Capital Management
Texas
$237K
AFG
10
American Financial Group
Ohio
$174K
Two Sigma Investments
11
Two Sigma Investments
New York
$166K -$70K -24,586 -33%
EIM
12
Essex Investment Management
Massachusetts
$144K
State Street
13
State Street
Massachusetts
$110K
B
14
Barings
North Carolina
$108K
Dimensional Fund Advisors
15
Dimensional Fund Advisors
Texas
$103K +$20.5K +7,194 +31%
EF
16
Empowered Funds
Pennsylvania
$80.4K
Simplex Trading
17
Simplex Trading
Illinois
$77K +$64.7K +22,725 New
T. Rowe Price Associates
18
T. Rowe Price Associates
Maryland
$68K
SIA
19
Schechter Investment Advisors
Michigan
$55.4K +$4.59K +1,613 +11%
Northern Trust
20
Northern Trust
Illinois
$50.5K
Citadel Advisors
21
Citadel Advisors
Florida
$43.5K -$9.56K -3,355 -21%
Two Sigma Advisers
22
Two Sigma Advisers
New York
$42.5K -$23.9K -8,400 -40%
RBC
23
Romano Brothers & Co
Illinois
$39.1K
Charles Schwab
24
Charles Schwab
California
$34.7K
Stifel Financial
25
Stifel Financial
Missouri
$34K

BMTX Hedge Fund Activity: Q3 2024 in Review

43 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in BM Technologies, Inc. (BMTX) for Q3 2024, worth a combined $9.32M — up 42% from $6.58M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of BMTX and 3 opened new positions — a net loss of 3 holders — while 9 trimmed existing stakes and 6 added.

The largest buyer was Simplex Trading, opening a new position worth an estimated $64.7K. The largest seller was Renaissance Technologies, cutting an estimated $172K.

  • 43 institutional investors held BM Technologies, Inc. (BMTX) as of Q3 2024, down from 46 in Q2 2024.
  • Funds reported $9.32M of BM Technologies, Inc. stock for Q3 2024, up 42% quarter-over-quarter.
  • 3 funds opened new BM Technologies, Inc. positions in Q3 2024 and 6 closed out, a net change of -3 holders.
  • The largest BM Technologies, Inc. buyer in Q3 2024 was Simplex Trading, an estimated $64.7K added.
  • The largest BM Technologies, Inc. seller in Q3 2024 was Renaissance Technologies, an estimated $172K sold.

Based on aggregated 13F filings for Q3 2024.