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Bankwell Financial Group

119 hedge funds and large institutions have $183M invested in Bankwell Financial Group in 2026 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 49 increasing their positions, 30 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

157% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 7

63% more repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 30

10% more capital invested

Capital invested by funds: $167M → $183M (+$16.2M)

9% more funds holding

Funds holding: 109119 (+10)

1.08% more ownership

Funds ownership: 46.17%47.25% (+1.1%)

Holders
119
Holders Change
+10
Holders Change %
+9.17%
% of All Funds
1.46%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
18
Increased
49
Reduced
30
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
26
Morgan Stanley
New York
$1.61M -$185K -3,884 -11%
TI
27
Trexquant Investment
Connecticut
$1.46M -$445K -9,315 -24%
EF
28
Empowered Funds
Pennsylvania
$1.45M +$128K +2,689 +10%
EI
29
EAM Investors
California
$1.36M
AG
30
Algert Global
California
$1.35M +$79.7K +1,670 +6%
AllianceBernstein
31
AllianceBernstein
Tennessee
$1.25M +$1.3M +27,261 New
KCM
32
Kennedy Capital Management
Missouri
$1.21M
Arrowstreet Capital
33
Arrowstreet Capital
Massachusetts
$1.21M
JP Morgan Chase
34
JP Morgan Chase
New York
$1.12M -$404K -8,470 -27%
Bank of New York Mellon
35
Bank of New York Mellon
New York
$1.08M +$62.5K +1,309 +6%
Corient Private Wealth
36
Corient Private Wealth
Florida
$1.06M -$1.05M -21,903 -50%
STA
37
Summit Trail Advisors
New York
$1.03M
HSBC Holdings
38
HSBC Holdings
United Kingdom
$967K +$44.5K +932 +5%
Charles Schwab
39
Charles Schwab
California
$956K -$24.8K -519 -3%
Millennium Management
40
Millennium Management
New York
$955K +$395K +8,266 +72%
Barclays
41
Barclays
United Kingdom
$868K -$473K -9,915 -36%
State of Wisconsin Investment Board
42
State of Wisconsin Investment Board
Wisconsin
$856K +$16.5K +346 +2%
CAPTRUST Financial Advisors
43
CAPTRUST Financial Advisors
North Carolina
$829K +$7.83K +164 +1%
Bank of America
44
Bank of America
North Carolina
$708K +$140K +2,933 +25%
IQI
45
Integrated Quantitative Investments
Washington
$683K +$210K +4,401 +46%
Prudential Financial
46
Prudential Financial
New Jersey
$640K +$22.8K +478 +4%
MAM
47
Martingale Asset Management
Massachusetts
$628K +$618K +12,946 New
TI
48
Tidal Investments
Wisconsin
$559K +$550K +11,518 New
UBS Group
49
UBS Group
Switzerland
$525K +$165K +3,465 +47%
BCC
50
Bridge City Capital
Oregon
$485K -$27.4K -575 -5%

BWFG Hedge Fund Activity: Q1 2026 in Review

119 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Bankwell Financial Group (BWFG) for Q1 2026, worth a combined $183M — up 9.7% from $167M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new BWFG positions and 7 closed out — a net gain of 11 holders — while 49 added to existing stakes and 30 trimmed.

The largest buyer was American Century Companies, adding an estimated $1.7M. The largest seller was Jane Street, exiting entirely with an estimated $1.46M sold.

  • 119 institutional investors held Bankwell Financial Group (BWFG) as of Q1 2026, up from 109 in Q4 2025.
  • Funds reported $183M of Bankwell Financial Group stock for Q1 2026, up 9.7% quarter-over-quarter.
  • 18 funds opened new Bankwell Financial Group positions in Q1 2026 and 7 closed out, a net change of +11 holders.
  • The largest Bankwell Financial Group buyer in Q1 2026 was American Century Companies, an estimated $1.7M added.
  • The largest Bankwell Financial Group seller in Q1 2026 was Jane Street, an estimated $1.46M sold.

Based on aggregated 13F filings for Q1 2026.