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BMTX

BM Technologies, Inc.

Delisted

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

47 hedge funds and large institutions have $27.1M invested in BM Technologies, Inc. in 2024 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 8 increasing their positions, 8 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

194% more call options, than puts

Call options by funds: $608K | Put options by funds: $207K

190% more capital invested

Capital invested by funds: $9.32M → $27.1M (+$17.8M)

44% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 9

9% more funds holding

Funds holding: 4347 (+4)

0% more repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 8

Holders
47
Holders Change
+4
Holders Change %
+9.3%
% of All Funds
0.62%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
13
Increased
8
Reduced
8
Closed
9
Calls
$608K
Puts
$207K
Net Calls
+$401K
Net Calls Change
+$179K
Name Holding Trade Value Shares
Change
Change in
Stake
DLP
1
De Lisle Partners
United Kingdom
$5.6M +$3.05M +700,000 +157%
MI
2
M3F Inc
Utah
$5.53M +$4.92M +1,130,898 New
OBAM
3
ODDO BHF Asset Management
France
$2.89M +$2.57M +590,000 New
PRCP
4
Pacific Ridge Capital Partners
Oregon
$2.46M -$280K -64,371 -11%
Vanguard Group
5
Vanguard Group
Pennsylvania
$2.05M
GF
6
Gabelli Funds
New York
$1.6M +$1.42M +326,936 New
GCIA
7
Gabelli & Co Investment Advisers
New York
$1.16M +$1.03M +237,000 New
UBS Group
8
UBS Group
Switzerland
$978K +$870K +200,004 New
Renaissance Technologies
9
Renaissance Technologies
New York
$621K +$232K +53,297 +72%
FIA
10
FNY Investment Advisers
New York
$611K +$544K +125,000 New
Geode Capital Management
11
Geode Capital Management
Massachusetts
$455K -$16.1K -3,705 -4%
BlackRock
12
BlackRock
New York
$425K -$74.3K -17,065 -16%
JC
13
JBF Capital
Colorado
$295K +$263K +60,400 New
PCM
14
Prelude Capital Management
New York
$293K +$261K +60,000 New
AFG
15
American Financial Group
Ohio
$251K
PCM
16
PenderFund Capital Management
British Columbia, Canada
$234K +$145K +33,400 New
Two Sigma Investments
17
Two Sigma Investments
New York
$190K -$43.6K -10,011 -20%
Dimensional Fund Advisors
18
Dimensional Fund Advisors
Texas
$188K +$35.6K +8,175 +27%
State Street
19
State Street
Massachusetts
$188K +$26.5K +6,100 +19%
EIM
20
Essex Investment Management
Massachusetts
$186K -$19.1K -4,396 -10%
B
21
Barings
North Carolina
$155K
XT
22
XTX Topco
Cayman Islands
$106K +$94.4K +21,686 New
T. Rowe Price Associates
23
T. Rowe Price Associates
Maryland
$97K
CIAS
24
Capital Investment Advisory Services
North Carolina
$78.7K +$70.1K +16,100 New
Northern Trust
25
Northern Trust
Illinois
$77K +$3.91K +899 +6%

BMTX Hedge Fund Activity: Q4 2024 in Review

47 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in BM Technologies, Inc. (BMTX) for Q4 2024, worth a combined $27.1M — up 190% from $9.32M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new BMTX positions and 9 closed out — a net gain of 4 holders — while 8 added to existing stakes and 8 trimmed.

The largest buyer was M3F Inc, opening a new position worth an estimated $4.92M. The largest seller was Tieton Capital Management, exiting entirely with an estimated $1.63M sold.

  • 47 institutional investors held BM Technologies, Inc. (BMTX) as of Q4 2024, up from 43 in Q3 2024.
  • Funds reported $27.1M of BM Technologies, Inc. stock for Q4 2024, up 190% quarter-over-quarter.
  • 13 funds opened new BM Technologies, Inc. positions in Q4 2024 and 9 closed out, a net change of +4 holders.
  • The largest BM Technologies, Inc. buyer in Q4 2024 was M3F Inc, an estimated $4.92M added.
  • The largest BM Technologies, Inc. seller in Q4 2024 was Tieton Capital Management, an estimated $1.63M sold.

Based on aggregated 13F filings for Q4 2024.