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Bridgewater Bancshares

114 hedge funds and large institutions have $202M invested in Bridgewater Bancshares in 2025 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 28 increasing their positions, 49 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 6

1% more funds holding

Funds holding: 113114 (+1)

0% more capital invested

Capital invested by funds: $202M → $202M (+$385K)

2.11% less ownership

Funds ownership: 54.5%52.39% (-2.1%)

43% less repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 49

Holders
114
Holders Change
+1
Holders Change %
+0.88%
% of All Funds
1.53%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
28
Reduced
49
Closed
6
Calls
$1K
Puts
Net Calls
+$1K
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FFA
101
Farther Finance Advisors
California
$9.46K -$348 -25 -4%
SAM
102
Smartleaf Asset Management
Massachusetts
$7.36K
Osaic Holdings
103
Osaic Holdings
Arizona
$6.32K +$6.13K +440 +2,933%
MA
104
MCF Advisors
Kentucky
$5.01K
SCM
105
Sterling Capital Management
North Carolina
$4.76K -$4.1K -294 -46%
PNC Financial Services Group
106
PNC Financial Services Group
Pennsylvania
$2.44K
FFO
107
Fortitude Family Office
Arizona
$2.01K
Bessemer Group
108
Bessemer Group
New Jersey
$1K -$70 -5 -5%
EWA
109
EverSource Wealth Advisors
Alabama
$903 +$181 +13 +25%
RWML
110
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$653
SS
111
SBI Securities
Japan
$597
TWD
112
True Wealth Design
Ohio
$431 +$432 +31 New
IA
113
IFP Advisors
Florida
$14
CIC
114
Cornercap Investment Counsel
Georgia
-$287K -21,252 Closed
RP
115
Riverwater Partners
Wisconsin
-$237K -17,575 Closed
QC
116
Quadrature Capital
United Kingdom
-$160K -11,862 Closed
FDCDDQ
117
Federation des caisses Desjardins du Quebec
Quebec, Canada
-$27K -2,000 Closed
PA
118
Parallel Advisors
California
-$3.31K -245 Closed
CAWM
119
Capital A Wealth Management
Pennsylvania
-$81 -6 Closed
C
120
Covestor
United Kingdom
+$223 +16 New

BWB Hedge Fund Activity: Q1 2025 in Review

114 of the 7,461 institutional investors tracked by Wall St. Rank reported a position in Bridgewater Bancshares (BWB) for Q1 2025, worth a combined $202M — up 0.19% from $202M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new BWB positions and 6 closed out — a net gain of 1 holder — while 28 added to existing stakes and 49 trimmed.

The largest buyer was Basswood Capital Management, adding an estimated $3.52M. The largest seller was Punch & Associates Investment Management, cutting an estimated $3.52M.

  • 114 institutional investors held Bridgewater Bancshares (BWB) as of Q1 2025, up from 113 in Q4 2024.
  • Funds reported $202M of Bridgewater Bancshares stock for Q1 2025, up 0.19% quarter-over-quarter.
  • 7 funds opened new Bridgewater Bancshares positions in Q1 2025 and 6 closed out, a net change of +1 holder.
  • The largest Bridgewater Bancshares buyer in Q1 2025 was Basswood Capital Management, an estimated $3.52M added.
  • The largest Bridgewater Bancshares seller in Q1 2025 was Punch & Associates Investment Management, an estimated $3.52M sold.

Based on aggregated 13F filings for Q1 2025.