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Bridgewater Bancshares
BWB

112 hedge funds and large institutions have $202M invested in Bridgewater Bancshares in 2024 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 41 increasing their positions, 25 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

89% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 9

64% more repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 25

6% more funds holding

Funds holding: 106 → 112 (+6)

4.84% more ownership

Funds ownership: 49.66% → 54.5% (+4.8%)

5% more capital invested

Capital invested by funds: $192M → $202M (+$9.51M)

Holders
112
Holders Change
+6
Holders Change %
+5.66%
% of All Funds
1.48%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
17
Increased
41
Reduced
25
Closed
9
Calls
$1K
Puts
–
Net Calls
+$1K
Net Calls Change
+$188K

Top Buyers

Rank Fund Capital Flow
1
NCGI
Next Century Growth Investors
Minnesota
+$4.34M
2
FL
Fourthstone LLC
Missouri
+$3.11M
3
BCM
Basswood Capital Management
New York
+$2.99M
4
Goldman Sachs
Goldman Sachs
New York
+$2.13M
5
JP Morgan Chase
JP Morgan Chase
New York
+$1.37M

Top Sellers

Rank Fund Capital Flow
1
Vanguard Group
Vanguard Group
Pennsylvania
-$466K
2
Millennium Management
Millennium Management
New York
-$426K
3
Jane Street
Jane Street
New York
-$336K
4
CAM
Cresset Asset Management
Illinois
-$314K
5
GCP
GSA Capital Partners
United Kingdom
-$202K
Name Holding Trade Value Shares
Change 		Change in
Stake
SCM
101
Sterling Capital Management
North Carolina
$8.61K +$8.42K +573 +895%
SAM
102
Smartleaf Asset Management
Massachusetts
$7.09K – – –
MA
103
MCF Advisors
Kentucky
$4.88K +$5.31K +361 New
PA
104
Parallel Advisors
California
$3.31K +$3.6K +245 New
PNC Financial Services Group
105
PNC Financial Services Group
Pennsylvania
$2.38K – – –
FFO
106
Fortitude Family Office
Arizona
$1.96K – – –
Bessemer Group
107
Bessemer Group
New Jersey
$1K – – –
EWA
108
EverSource Wealth Advisors
Alabama
$703 – – –
SS
109
SBI Securities
Japan
$581 +$632 +43 New
Osaic Holdings
110
Osaic Holdings
Arizona
$203 +$221 +15 New
CAWM
111
Capital A Wealth Management
Pennsylvania
$81 +$88 +6 New
IA
112
IFP Advisors
Florida
$14 +$15 +1 New
Jane Street
113
Jane Street
New York
– -$336K -23,696 Closed
GCP
114
GSA Capital Partners
United Kingdom
– -$202K -14,255 Closed
APP
115
Avantax Planning Partners
Iowa
– -$150K -10,600 Closed
VOYA Investment Management
116
VOYA Investment Management
Georgia
– -$145K -10,231 Closed
LFG
117
Larson Financial Group
Missouri
– -$11.7K -829 Closed
BTI
118
Blue Trust Inc
Georgia
– -$2.58K -222 Closed
CPA
119
Capital Performance Advisors
California
– -$283 -20 Closed
1 2 3 4
5

BWB Hedge Fund Activity: Q4 2024 in Review

112 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Bridgewater Bancshares (BWB) for Q4 2024, worth a combined $202M — up 4.9% from $192M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new BWB positions and 9 closed out — a net gain of 8 holders — while 41 added to existing stakes and 25 trimmed.

The largest buyer was Next Century Growth Investors, opening a new position worth an estimated $4.34M. The largest seller was Vanguard Group, cutting an estimated $466K.

  • 112 institutional investors held Bridgewater Bancshares (BWB) as of Q4 2024, up from 106 in Q3 2024.
  • Funds reported $202M of Bridgewater Bancshares stock for Q4 2024, up 4.9% quarter-over-quarter.
  • 17 funds opened new Bridgewater Bancshares positions in Q4 2024 and 9 closed out, a net change of +8 holders.
  • The largest Bridgewater Bancshares buyer in Q4 2024 was Next Century Growth Investors, an estimated $4.34M added.
  • The largest Bridgewater Bancshares seller in Q4 2024 was Vanguard Group, an estimated $466K sold.

Based on aggregated 13F filings for Q4 2024.