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Bankwell Financial Group
BWFG

84 hedge funds and large institutions have $114M invested in Bankwell Financial Group in 2025 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 29 increasing their positions, 26 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 4

23% more capital invested

Capital invested by funds: $92.2M → $114M (+$21.5M)

12% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 26

8% more funds holding

Funds holding: 78 → 84 (+6)

1.46% more ownership

Funds ownership: 38.62% → 40.08% (+1.5%)

Holders
84
Holders Change
+6
Holders Change %
+7.69%
% of All Funds
1.11%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
29
Reduced
26
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
FL
Fourthstone LLC
Missouri
+$3.34M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$501K
3
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$300K
4
Geode Capital Management
Geode Capital Management
Massachusetts
+$272K
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$269K

Top Sellers

Rank Fund Capital Flow
1
BFC
Banc Funds Company
Illinois
-$1.1M
2
Goldman Sachs
Goldman Sachs
New York
-$535K
3
Renaissance Technologies
Renaissance Technologies
New York
-$359K
4
JP Morgan Chase
JP Morgan Chase
New York
-$259K
5
Citadel Advisors
Citadel Advisors
Florida
-$221K
Name Holding Trade Value Shares
Change 		Change in
Stake
STA
26
Summit Trail Advisors
New York
$779K -$130K -3,900 -15%
Charles Schwab
27
Charles Schwab
California
$728K +$52.6K +1,583 +8%
CAPTRUST Financial Advisors
28
CAPTRUST Financial Advisors
North Carolina
$603K +$2.83K +85 +0.5%
UBS Group
29
UBS Group
Switzerland
$590K -$54.5K -1,640 -9%
Arrowstreet Capital
30
Arrowstreet Capital
Massachusetts
$551K +$254K +7,648 +100%
BCC
31
Bridge City Capital
Oregon
$462K -$10.8K -326 -2%
Wells Fargo
32
Wells Fargo
California
$411K -$6.92K -208 -2%
Royal Bank of Canada
33
Royal Bank of Canada
Ontario, Canada
$411K -$3.76K -113 -1%
TI
34
Trexquant Investment
Connecticut
$388K +$134K +4,024 +60%
N
35
Nuveen
North Carolina
$378K +$79.8K +2,400 +30%
RhumbLine Advisers
36
RhumbLine Advisers
Massachusetts
$365K +$44.4K +1,335 +15%
SC
37
Sierra Capital
Florida
$333K +$1.73K +52 +0.6%
Susquehanna International Group
38
Susquehanna International Group
Pennsylvania
$317K -$38.6K -1,161 -12%
Bank of America
39
Bank of America
North Carolina
$308K -$15.4K -464 -5%
Citadel Advisors
40
Citadel Advisors
Florida
$291K -$221K -6,656 -45%
KPWS
41
Kestra Private Wealth Services
Texas
$259K -$100 -3 -0%
HSBC Holdings
42
HSBC Holdings
United Kingdom
$244K -$5.82K -175 -3%
Jane Street
43
Jane Street
New York
$242K -$51.4K -1,544 -19%
AQR Capital Management
44
AQR Capital Management
Connecticut
$228K +$211K +6,337 New
Jacobs Levy Equity Management
45
Jacobs Levy Equity Management
New Jersey
$224K +$206K +6,207 New
JP Morgan Chase
46
JP Morgan Chase
New York
$204K -$259K -7,789 -58%
EFS
47
Essex Financial Services
Connecticut
$201K +$186K +5,588 New
SO
48
STRS Ohio
Ohio
$191K +$13.3K +400 +8%
MIM
49
MetLife Investment Management
New Jersey
$170K +$45.2K +1,359 +40%
New York State Common Retirement Fund
50
New York State Common Retirement Fund
New York
$142K – – –
1
2
3 4

BWFG Hedge Fund Activity: Q2 2025 in Review

84 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Bankwell Financial Group (BWFG) for Q2 2025, worth a combined $114M — up 23% from $92.2M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new BWFG positions and 4 closed out — a net gain of 6 holders — while 29 added to existing stakes and 26 trimmed.

The largest buyer was Fourthstone LLC, adding an estimated $3.34M. The largest seller was Banc Funds Company, cutting an estimated $1.1M.

  • 84 institutional investors held Bankwell Financial Group (BWFG) as of Q2 2025, up from 78 in Q1 2025.
  • Funds reported $114M of Bankwell Financial Group stock for Q2 2025, up 23% quarter-over-quarter.
  • 10 funds opened new Bankwell Financial Group positions in Q2 2025 and 4 closed out, a net change of +6 holders.
  • The largest Bankwell Financial Group buyer in Q2 2025 was Fourthstone LLC, an estimated $3.34M added.
  • The largest Bankwell Financial Group seller in Q2 2025 was Banc Funds Company, an estimated $1.1M sold.

Based on aggregated 13F filings for Q2 2025.