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Bankwell Financial Group

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: 7884 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
Mirae Asset Global ETFs Holdings
51
Mirae Asset Global ETFs Holdings
Hong Kong
$135K -$5.19K -156 -4%
Deutsche Bank
52
Deutsche Bank
Germany
$120K
KFI
53
Key Financial Inc
Pennsylvania
$104K
Citigroup
54
Citigroup
New York
$99.7K -$69.7K -2,096 -43%
TRCT
55
Tower Research Capital (TRC)
New York
$71.9K +$55.7K +1,675 +523%
Raymond James Financial
56
Raymond James Financial
Florida
$62.7K +$57.9K +1,740 New
US Bancorp
57
US Bancorp
Minnesota
$60.9K
Fidelity Investments
58
Fidelity Investments
Massachusetts
$56K -$1.26K -38 -2%
PFSRSONJ
59
Police & Firemen's Retirement System of New Jersey
New Jersey
$50.3K +$46.4K +1,396 New
BNP Paribas Financial Markets
60
BNP Paribas Financial Markets
France
$40.5K +$10.4K +314 +39%
Ohio Public Employees Retirement System (OPERS)
61
Ohio Public Employees Retirement System (OPERS)
Ohio
$34.5K
AIP
62
Ameritas Investment Partners
Nebraska
$26K +$9.94K +299 +71%
Legal & General Group
63
Legal & General Group
United Kingdom
$24K +$931 +28 +4%
Carson Wealth (CWM LLC)
64
Carson Wealth (CWM LLC)
Nebraska
$22K +$4.96K +149 +33%
Nisa Investment Advisors
65
Nisa Investment Advisors
Missouri
$17.2K
CAL
66
Capital Advisors Ltd
Ohio
$17K
California State Teachers Retirement System (CalSTRS)
67
California State Teachers Retirement System (CalSTRS)
California
$16.8K
Jones Financial Companies
68
Jones Financial Companies
Missouri
$7.24K
AB
69
Amalgamated Bank
New York
$7K
SCM
70
Sterling Capital Management
North Carolina
$6.67K +$2.46K +74 +67%
Russell Investments Group
71
Russell Investments Group
United Kingdom
$3.6K -$1.26K -38 -28%
PNC Financial Services Group
72
PNC Financial Services Group
Pennsylvania
$1.87K
FFO
73
Fortitude Family Office
Arizona
$1.62K
Osaic Holdings
74
Osaic Holdings
Arizona
$1.08K +$998 +30 New
MPWT
75
MassMutual Private Wealth & Trust
Connecticut
$793

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.