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Bridgewater Bancshares

128 hedge funds and large institutions have $287M invested in Bridgewater Bancshares in 2025 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 53 increasing their positions, 28 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

89% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 28

40% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 10

21% more capital invested

Capital invested by funds: $237M → $287M (+$50.1M)

5.09% more ownership

Funds ownership: 54.25%59.34% (+5.1%)

3% more funds holding

Funds holding: 124128 (+4)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
128
Holders Change
+4
Holders Change %
+3.23%
% of All Funds
1.68%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
14
Increased
53
Reduced
28
Closed
10
Calls
$2K
Puts
Net Calls
+$2K
Net Calls Change
+$177K
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
101
Fidelity Investments
Massachusetts
$24.1K +$1.27K +78 +6%
TRCT
102
Tower Research Capital (TRC)
New York
$22.7K -$8.8K -539 -29%
SOADOR
103
State of Alaska Department of Revenue
Alaska
$19K +$17.8K +1,089 New
GI
104
GAMMA Investing
California
$18.4K +$474 +29 +3%
MAFA
105
MJT & Associates Financial Advisory
Minnesota
$17.6K
VCM
106
Versant Capital Management
Arizona
$15.3K
Nisa Investment Advisors
107
Nisa Investment Advisors
Missouri
$15.2K
EWA
108
EverSource Wealth Advisors
Alabama
$15.1K +$1.96K +120 +16%
SCM
109
Sterling Capital Management
North Carolina
$13.8K +$7.56K +463 +144%
AB
110
Amalgamated Bank
New York
$13K
FFA
111
Farther Finance Advisors
California
$11.9K
SAM
112
Smartleaf Asset Management
Massachusetts
$11.8K +$6.49K +397 +132%
Osaic Holdings
113
Osaic Holdings
Arizona
$8.88K
MA
114
MCF Advisors
Kentucky
$7.66K +$1.21K +74 +20%
Optiver Holding
115
Optiver Holding
Netherlands
$5.84K +$5.42K +332 New
EP
116
Essential Partners
California
$5.4K +$4.12K +252 +458%
PNC Financial Services Group
117
PNC Financial Services Group
Pennsylvania
$3.1K
FFO
118
Fortitude Family Office
Arizona
$2.55K
AF
119
Allworth Financial
California
$2.45K +$1.32K +81 +140%
SIC
120
SJS Investment Consulting
Ohio
$2.39K +$2.22K +136 New
Bessemer Group
121
Bessemer Group
New Jersey
$2K
IA
122
IFP Advisors
Florida
$1.06K +$441 +27 +82%
RIL
123
Rothschild Investment LLC
Illinois
$880 +$82 +5 +11%
RWML
124
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$827
SS
125
SBI Securities
Japan
$757

BWB Hedge Fund Activity: Q3 2025 in Review

128 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in Bridgewater Bancshares (BWB) for Q3 2025, worth a combined $287M — up 21% from $237M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new BWB positions and 10 closed out — a net gain of 4 holders — while 53 added to existing stakes and 28 trimmed.

The largest buyer was AllianceBernstein, adding an estimated $13.5M. The largest seller was Citadel Advisors, cutting an estimated $1.29M.

  • 128 institutional investors held Bridgewater Bancshares (BWB) as of Q3 2025, up from 124 in Q2 2025.
  • Funds reported $287M of Bridgewater Bancshares stock for Q3 2025, up 21% quarter-over-quarter.
  • 14 funds opened new Bridgewater Bancshares positions in Q3 2025 and 10 closed out, a net change of +4 holders.
  • The largest Bridgewater Bancshares buyer in Q3 2025 was AllianceBernstein, an estimated $13.5M added.
  • The largest Bridgewater Bancshares seller in Q3 2025 was Citadel Advisors, an estimated $1.29M sold.

Based on aggregated 13F filings for Q3 2025.