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Bankwell Financial Group
BWFG

78 hedge funds and large institutions have $92.2M invested in Bankwell Financial Group in 2025 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 19 increasing their positions, 28 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 2

11% more funds holding

Funds holding: 70 → 78 (+8)

0.14% more ownership

Funds ownership: 38.49% → 38.62% (+0.14%)

2% less capital invested

Capital invested by funds: $94.2M → $92.2M (-$2.04M)

32% less repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 28

Holders
78
Holders Change
+8
Holders Change %
+11.43%
% of All Funds
1.05%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
19
Reduced
28
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$1.89M
2
FL
Fourthstone LLC
Missouri
+$1.85M
3
GAG
GM Advisory Group
New York
+$429K
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$302K
5
Jane Street
Jane Street
New York
+$251K

Top Sellers

Rank Fund Capital Flow
1
BFC
Banc Funds Company
Illinois
-$2.73M
2
JP Morgan Chase
JP Morgan Chase
New York
-$308K
3
Morgan Stanley
Morgan Stanley
New York
-$269K
4
BCM
Bridgeway Capital Management
Texas
-$258K
5
Renaissance Technologies
Renaissance Technologies
New York
-$240K
Name Holding Trade Value Shares
Change 		Change in
Stake
Charles Schwab
26
Charles Schwab
California
$562K +$30.4K +1,000 +6%
Barclays
27
Barclays
United Kingdom
$561K -$98.4K -3,239 -15%
UBS Group
28
UBS Group
Switzerland
$544K +$2.98K +98 +0.5%
CAPTRUST Financial Advisors
29
CAPTRUST Financial Advisors
North Carolina
$503K +$5.01K +165 +1%
Citadel Advisors
30
Citadel Advisors
Florida
$444K +$72K +2,370 +19%
JP Morgan Chase
31
JP Morgan Chase
New York
$406K -$308K -10,143 -43%
BCC
32
Bridge City Capital
Oregon
$396K -$13.4K -442 -3%
Wells Fargo
33
Wells Fargo
California
$351K +$8.65K +285 +3%
Royal Bank of Canada
34
Royal Bank of Canada
Ontario, Canada
$347K -$2.13K -70 -0.6%
Susquehanna International Group
35
Susquehanna International Group
Pennsylvania
$300K +$302K +9,953 New
SC
36
Sierra Capital
Florida
$277K +$3.34K +110 +1%
Bank of America
37
Bank of America
North Carolina
$272K -$85.3K -2,808 -24%
RhumbLine Advisers
38
RhumbLine Advisers
Massachusetts
$265K -$13.7K -451 -5%
Jane Street
39
Jane Street
New York
$250K +$251K +8,269 New
N
40
Nuveen
North Carolina
$244K – – –
Arrowstreet Capital
41
Arrowstreet Capital
Massachusetts
$231K – – –
KPWS
42
Kestra Private Wealth Services
Texas
$217K +$218K +7,185 New
HSBC Holdings
43
HSBC Holdings
United Kingdom
$206K -$23.9K -788 -10%
Mackenzie Financial
44
Mackenzie Financial
Ontario, Canada
$204K -$68.4K -2,251 -25%
TI
45
Trexquant Investment
Connecticut
$204K +$205K +6,755 New
SO
46
STRS Ohio
Ohio
$148K – – –
Citigroup
47
Citigroup
New York
$147K -$15.3K -504 -9%
New York State Common Retirement Fund
48
New York State Common Retirement Fund
New York
$119K – – –
Mirae Asset Global ETFs Holdings
49
Mirae Asset Global ETFs Holdings
Hong Kong
$118K +$4.74K +156 +4%
MIM
50
MetLife Investment Management
New Jersey
$101K – – –
1
2
3 4

BWFG Hedge Fund Activity: Q1 2025 in Review

78 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Bankwell Financial Group (BWFG) for Q1 2025, worth a combined $92.2M — down 2.2% from $94.2M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new BWFG positions and 2 closed out — a net gain of 8 holders — while 19 added to existing stakes and 28 trimmed.

The largest buyer was Commonwealth Equity Services, opening a new position worth an estimated $1.89M. The largest seller was Banc Funds Company, cutting an estimated $2.73M.

  • 78 institutional investors held Bankwell Financial Group (BWFG) as of Q1 2025, up from 70 in Q4 2024.
  • Funds reported $92.2M of Bankwell Financial Group stock for Q1 2025, down 2.2% quarter-over-quarter.
  • 10 funds opened new Bankwell Financial Group positions in Q1 2025 and 2 closed out, a net change of +8 holders.
  • The largest Bankwell Financial Group buyer in Q1 2025 was Commonwealth Equity Services, an estimated $1.89M added.
  • The largest Bankwell Financial Group seller in Q1 2025 was Banc Funds Company, an estimated $2.73M sold.

Based on aggregated 13F filings for Q1 2025.