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Bridgewater Bancshares

124 hedge funds and large institutions have $237M invested in Bridgewater Bancshares in 2025 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 43 increasing their positions, 34 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

110% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 10

26% more repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 34

17% more capital invested

Capital invested by funds: $202M → $237M (+$34.5M)

9% more funds holding

Funds holding: 114124 (+10)

1.86% more ownership

Funds ownership: 52.39%54.25% (+1.9%)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $175K

Holders
124
Holders Change
+10
Holders Change %
+8.77%
% of All Funds
1.63%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
21
Increased
43
Reduced
34
Closed
10
Calls
Puts
$175K
Net Calls
-$175K
Net Calls Change
-$176K
Name Holding Trade Value Shares
Change
Change in
Stake
MAFA
101
MJT & Associates Financial Advisory
Minnesota
$15.9K
VCM
102
Versant Capital Management
Arizona
$13.9K +$12.8K +871 New
Nisa Investment Advisors
103
Nisa Investment Advisors
Missouri
$13.7K
AB
104
Amalgamated Bank
New York
$12K
EWA
105
EverSource Wealth Advisors
Alabama
$11.8K +$9.89K +675 +1,038%
PD
106
Point72 (DIFC)
United Arab Emirates
$11.3K +$10.4K +710 New
FFA
107
Farther Finance Advisors
California
$10.8K
Osaic Holdings
108
Osaic Holdings
Arizona
$8.29K +$967 +66 +15%
MA
109
MCF Advisors
Kentucky
$5.74K
SCM
110
Sterling Capital Management
North Carolina
$5.11K -$322 -22 -6%
SAM
111
Smartleaf Asset Management
Massachusetts
$4.85K -$3.34K -228 -43%
PNC Financial Services Group
112
PNC Financial Services Group
Pennsylvania
$2.8K
FFO
113
Fortitude Family Office
Arizona
$2.31K
Bessemer Group
114
Bessemer Group
New Jersey
$2K
AF
115
Allworth Financial
California
$923 +$850 +58 New
EP
116
Essential Partners
California
$875 +$806 +55 New
RWML
117
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$748
RIL
118
Rothschild Investment LLC
Illinois
$716 +$659 +45 New
SS
119
SBI Securities
Japan
$684
IA
120
IFP Advisors
Florida
$653 +$469 +32 +3,200%
Raymond James Financial
121
Raymond James Financial
Florida
$652 +$601 +41 New
RCM
122
Raleigh Capital Management
North Carolina
$636 +$586 +40 New
CA
123
Clearstead Advisors
Ohio
$573 +$527 +36 New
PFBT
124
Parkside Financial Bank & Trust
Missouri
$557 +$513 +35 New
BCM
125
Basswood Capital Management
New York
-$6.34M -456,301 Closed

BWB Hedge Fund Activity: Q2 2025 in Review

124 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Bridgewater Bancshares (BWB) for Q2 2025, worth a combined $237M — up 17% from $202M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new BWB positions and 10 closed out — a net gain of 11 holders — while 43 added to existing stakes and 34 trimmed.

The largest buyer was Rhino Investment Partners, opening a new position worth an estimated $4.71M. The largest seller was Basswood Capital Management, exiting entirely with an estimated $6.34M sold.

  • 124 institutional investors held Bridgewater Bancshares (BWB) as of Q2 2025, up from 114 in Q1 2025.
  • Funds reported $237M of Bridgewater Bancshares stock for Q2 2025, up 17% quarter-over-quarter.
  • 21 funds opened new Bridgewater Bancshares positions in Q2 2025 and 10 closed out, a net change of +11 holders.
  • The largest Bridgewater Bancshares buyer in Q2 2025 was Rhino Investment Partners, an estimated $4.71M added.
  • The largest Bridgewater Bancshares seller in Q2 2025 was Basswood Capital Management, an estimated $6.34M sold.

Based on aggregated 13F filings for Q2 2025.