Who Owns ArrowMark Financial Corp. (BANX)?Hedge Fund & Institutional Holders

$19.34+0.10 (+0.51%)Financial ServicesNASDAQ

Institutional Holders

42

as of Q4 2025

Total Institutional Value

$1.763200030000003e+128T

% of Float Held

—

QoQ Change in Holders

+12 / -5

Price History

$18.25$19.40$20.55$21.70$22.85Sep 24Jun 25Mar 26

BANX — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
ArrowMark Colorado Holdings LLCIncreased+671K+$14.6B
Capital Investment Advisors, LLCNew Position+26K+$567.0M
OPPENHEIMER & CO INCNew Position+23K+$491.0M
Catalina Capital Group, LLCNew Position+16K+$342.0M
Accurate Wealth Management, LLCNew Position+15K+$319.0M
Oxbow Advisors, LLCNew Position+11K+$237.0M
TRUST CO OF VERMONTNew Position+2K+$38.0M
Everstar Asset Management, LLCIncreased+2K+$30.4M
CALDWELL SUTTER CAPITAL, INC.New Position+693+$15.0M
Global Wealth Strategies & AssociatesNew Position+511+$11.0M
UBS Group AGIncreased+522+$10.2M
HIGHLINE WEALTH PARTNERS LLCNew Position+135+$2.0M
Noble Wealth Management PBCNew Position+78K+$1.7M
Closed-End Fund Advisors, Inc.New Position+69K+$1.5M
ROYAL BANK OF CANADANew Position+1K+$0

BANX — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
RAYMOND JAMES FINANCIAL INCDecreased-24K-$925.2M
BARD ASSOCIATES INCDecreased-27K-$587.2M
MARSHALL WACE, LLPClosed Position-26K-$566.0M
Falcon Wealth PlanningDecreased-1K-$30.5M
Pathway Financial Advisers, LLCClosed Position-557-$12.2M
Creekmur Asset Management LLCClosed Position-10-$227K
SIMPLEX TRADING, LLCClosed Position-120-$0
FMR LLCClosed Position-6-$0

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1ArrowMark Colorado Holdings LLC808,076$17.6B0.39%Share
2STIFEL FINANCIAL CORP155,804$3.0B2.70%Share
3RAYMOND JAMES FINANCIAL INC155,284$3.0B0.93%Share
4Everstar Asset Management, LLC29,992$646.0M0.35%Share
5Capital Investment Advisors, LLC25,996$567.0M8.64%Share
6OPPENHEIMER & CO INC22,547$491.0M6.97%Share
7Falcon Wealth Planning17,564$383.0M0.03%Share
8Everstar Asset Management, LLC16,200$353.0M0.19%Share
9Catalina Capital Group, LLC15,708$342.0M0.21%Share
10Accurate Wealth Management, LLC14,516$319.0M0.04%Share
11Oxbow Advisors, LLC10,890$237.0M0.02%Share
12TRUST CO OF VERMONT1,750$38.0M0.00%Share
13UBS Group AG775$16.0M0.00%Share
14CALDWELL SUTTER CAPITAL, INC.693$15.0M0.01%Share
15Global Wealth Strategies & Associates511$11.0M0.00%Share
16Sound Income Strategies, LLC449$9.0M0.00%Share
17BARD ASSOCIATES INC370$8.0M0.00%Share
18Newbridge Financial Services Group, Inc.200$4.0M0.00%Share
19UBS Group AG192$4.0M0.00%Share
20HIGHLINE WEALTH PARTNERS LLC135$2.0M0.00%Share
21Noble Wealth Management PBC77,679$1.7M0.91%Share
22Closed-End Fund Advisors, Inc.69,337$1.5M0.89%Share
23Allworth Financial LP200$4K0.00%Share
24SBI Securities Co., Ltd.4$00.00%Share
25CITADEL ADVISORS LLC12,200$00.00%Call
26Private Advisor Group, LLC11,011$00.00%Share
27Rockefeller Capital Management L.P.14,762$00.00%Share
28SIMPLEX TRADING, LLC100$00.00%Call
29SIMPLEX TRADING, LLC200$00.00%Put
30MAI Capital Management5,250$00.00%Share
31Cambridge Investment Research Advisors, Inc.10,178$00.00%Share
32MORGAN STANLEY32,000$00.00%Share
33MORGAN STANLEY1$00.00%Share
34OSAIC HOLDINGS, INC.30,870$00.00%Share
35OSAIC HOLDINGS, INC.15,946$00.00%Share
36WELLS FARGO & COMPANY/MN1$00.00%Share
37Russell Investments Group, Ltd.38$00.00%Share
38ROYAL BANK OF CANADA1,030$00.00%Share
39RAYMOND JAMES FINANCIAL INC100$00.00%Share
40BANK OF AMERICA CORP /DE/4,350$00.00%Share
41BANK OF AMERICA CORP /DE/700$00.00%Share
42Wilmington Savings Fund Society, FSB500$00.00%Share

BANX Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 202533$27.1B+9
Q3 202524$14.3B-4
Q2 202528$17.7B-2
Q1 202530$20.8B+1
Q4 202429$18.7B+9
Q3 202420$11.9B+0
Q2 202420$11.6B+1
Q1 202419$20.4B—

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As of Q4 2025, 42 institutional investors hold BANX (ArrowMark Financial Corp.). The largest holder is ArrowMark Colorado Holdings LLC with $17.6B in shares. This quarter, 12 institutions opened new positions and 5 closed their positions.

Frequently Asked Questions

How many hedge funds own BANX?

As of Q4 2025, 42 institutional investors report holding BANX (ArrowMark Financial Corp.) in their 13F filings.

Who is the largest institutional holder of BANX?

The largest institutional holder of BANX is ArrowMark Colorado Holdings LLC with $17.6B in shares.

Is institutional ownership of BANX increasing or decreasing?

This quarter, 12 institutions opened new positions in BANX and 5 closed their positions.