We are live on ! Find out more
BWFG icon

Bankwell Financial Group
BWFG

98 hedge funds and large institutions have $153M invested in Bankwell Financial Group in 2025 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 39 increasing their positions, 19 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 5

105% more repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 19

34% more capital invested

Capital invested by funds: $114M → $153M (+$39.1M)

17% more funds holding

Funds holding: 84 → 98 (+14)

3.81% more ownership

Funds ownership: 40.08% → 43.89% (+3.8%)

Holders
98
Holders Change
+14
Holders Change %
+16.67%
% of All Funds
1.29%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
20
Increased
39
Reduced
19
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
HIM
Hillsdale Investment Management
Ontario, Canada
+$3.97M
2
BlackRock
BlackRock
New York
+$1.93M
3
Marshall Wace
Marshall Wace
United Kingdom
+$1.53M
4
State Street
State Street
Massachusetts
+$1.2M
5
EI
EAM Investors
California
+$1.15M

Top Sellers

Rank Fund Capital Flow
1
FL
Fourthstone LLC
Missouri
-$3.68M
2
SWM
SeaCrest Wealth Management
New York
-$905K
3
LSV Asset Management
LSV Asset Management
Illinois
-$862K
4
BFC
Banc Funds Company
Illinois
-$737K
5
Renaissance Technologies
Renaissance Technologies
New York
-$542K
Name Holding Trade Value Shares
Change 		Change in
Stake
EF
26
Empowered Funds
Pennsylvania
$1.1M +$111K +2,715 +12%
N
27
Nuveen
North Carolina
$1.09M +$581K +14,150 +135%
Barclays
28
Barclays
United Kingdom
$1.06M +$12.6K +307 +1%
STA
29
Summit Trail Advisors
New York
$970K +$12.6K +307 +1%
Corient Private Wealth
30
Corient Private Wealth
Florida
$969K +$899K +21,903 New
Arrowstreet Capital
31
Arrowstreet Capital
Massachusetts
$943K +$246K +6,001 +39%
Charles Schwab
32
Charles Schwab
California
$895K – – –
Jane Street
33
Jane Street
New York
$806K +$471K +11,485 +171%
Citadel Advisors
34
Citadel Advisors
Florida
$801K +$412K +10,040 +124%
CAPTRUST Financial Advisors
35
CAPTRUST Financial Advisors
North Carolina
$745K +$3.98K +97 +0.6%
Two Sigma Investments
36
Two Sigma Investments
New York
$695K +$644K +15,703 New
Focus Partners Wealth
37
Focus Partners Wealth
Massachusetts
$622K +$704K +17,144 New
AG
38
Algert Global
California
$607K +$563K +13,715 New
State of Wisconsin Investment Board
39
State of Wisconsin Investment Board
Wisconsin
$602K +$558K +13,600 New
BCC
40
Bridge City Capital
Oregon
$567K – – –
HSBC Holdings
41
HSBC Holdings
United Kingdom
$533K +$221K +5,396 +81%
AQR Capital Management
42
AQR Capital Management
Connecticut
$521K +$224K +5,446 +86%
UBS Group
43
UBS Group
Switzerland
$480K -$226K -5,513 -34%
RhumbLine Advisers
44
RhumbLine Advisers
Massachusetts
$451K +$2.79K +68 +0.7%
Wells Fargo
45
Wells Fargo
California
$434K -$66.2K -1,614 -14%
SC
46
Sierra Capital
Florida
$411K +$1.89K +46 +0.5%
Prudential Financial
47
Prudential Financial
New Jersey
$370K +$343K +8,362 New
CSS
48
Cubist Systematic Strategies
Connecticut
$365K +$339K +8,259 New
Bank of America
49
Bank of America
North Carolina
$359K -$18K -439 -5%
JP Morgan Chase
50
JP Morgan Chase
New York
$348K +$91K +2,217 +39%
1
2
3 4 5

BWFG Hedge Fund Activity: Q3 2025 in Review

98 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in Bankwell Financial Group (BWFG) for Q3 2025, worth a combined $153M — up 34% from $114M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new BWFG positions and 5 closed out — a net gain of 15 holders — while 39 added to existing stakes and 19 trimmed.

The largest buyer was Hillsdale Investment Management, opening a new position worth an estimated $3.97M. The largest seller was Fourthstone LLC, cutting an estimated $3.68M.

  • 98 institutional investors held Bankwell Financial Group (BWFG) as of Q3 2025, up from 84 in Q2 2025.
  • Funds reported $153M of Bankwell Financial Group stock for Q3 2025, up 34% quarter-over-quarter.
  • 20 funds opened new Bankwell Financial Group positions in Q3 2025 and 5 closed out, a net change of +15 holders.
  • The largest Bankwell Financial Group buyer in Q3 2025 was Hillsdale Investment Management, an estimated $3.97M added.
  • The largest Bankwell Financial Group seller in Q3 2025 was Fourthstone LLC, an estimated $3.68M sold.

Based on aggregated 13F filings for Q3 2025.