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Bankwell Financial Group

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: 7078 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
Deutsche Bank
51
Deutsche Bank
Germany
$100K
CF
52
Corebridge Financial
Texas
$95.4K -$1.4K -46 -1%
KFI
53
Key Financial Inc
Pennsylvania
$87.5K
US Bancorp
54
US Bancorp
Minnesota
$51K
Fidelity Investments
55
Fidelity Investments
Massachusetts
$48.1K -$6.44K -212 -12%
Ohio Public Employees Retirement System (OPERS)
56
Ohio Public Employees Retirement System (OPERS)
Ohio
$28.9K -$4.4K -145 -13%
BNP Paribas Financial Markets
57
BNP Paribas Financial Markets
France
$24.4K -$15K -494 -38%
Legal & General Group
58
Legal & General Group
United Kingdom
$19.2K
Nisa Investment Advisors
59
Nisa Investment Advisors
Missouri
$14.4K
California State Teachers Retirement System (CalSTRS)
60
California State Teachers Retirement System (CalSTRS)
California
$14.1K
CAL
61
Capital Advisors Ltd
Ohio
$14K
Carson Wealth (CWM LLC)
62
Carson Wealth (CWM LLC)
Nebraska
$14K +$6.5K +214 +88%
AIP
63
Ameritas Investment Partners
Nebraska
$12.8K
TRCT
64
Tower Research Capital (TRC)
New York
$9.66K -$37.8K -1,244 -80%
Jones Financial Companies
65
Jones Financial Companies
Missouri
$6.03K
AB
66
Amalgamated Bank
New York
$6K
Russell Investments Group
67
Russell Investments Group
United Kingdom
$4.17K +$2.49K +82 +146%
SCM
68
Sterling Capital Management
North Carolina
$3.35K -$2.92K -96 -46%
CCM
69
Coldstream Capital Management
Washington
$2.05K +$2.06K +68 New
PNC Financial Services Group
70
PNC Financial Services Group
Pennsylvania
$1.57K +$1.58K +52 New
FFO
71
Fortitude Family Office
Arizona
$1.36K
GI
72
GAMMA Investing
California
$1.09K +$30 +1 +3%
C
73
Covestor
United Kingdom
$1K -$456 -15 -38%
MPWT
74
MassMutual Private Wealth & Trust
Connecticut
$664
SWM
75
Spire Wealth Management
Virginia
$604 +$607 +20 New

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.