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Bankwell Financial Group

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: 8498 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
KPWS
51
Kestra Private Wealth Services
Texas
$319K +$1.23K +30 +0.4%
Franklin Resources
52
Franklin Resources
California
$302K +$280K +6,831 New
Millennium Management
53
Millennium Management
New York
$271K +$251K +6,127 New
OQS
54
Occudo Quantitative Strategies
Florida
$256K +$237K +5,785 New
Invesco
55
Invesco
Georgia
$254K +$235K +5,732 New
Los Angeles Capital Management
56
Los Angeles Capital Management
California
$251K +$233K +5,683 New
EFS
57
Essex Financial Services
Connecticut
$247K -$164 -4 -0.1%
Connor, Clark & Lunn Investment Management (CC&L)
58
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$229K +$213K +5,185 New
Royal Bank of Canada
59
Royal Bank of Canada
Ontario, Canada
$209K -$275K -6,700 -59%
MIM
60
MetLife Investment Management
New Jersey
$183K -$24.2K -590 -13%
New York State Common Retirement Fund
61
New York State Common Retirement Fund
New York
$148K -$24.6K -600 -15%
Deutsche Bank
62
Deutsche Bank
Germany
$147K
Mirae Asset Global ETFs Holdings
63
Mirae Asset Global ETFs Holdings
Hong Kong
$144K -$19.5K -476 -13%
KFI
64
Key Financial Inc
Pennsylvania
$126K
PFSRSONJ
65
Police & Firemen's Retirement System of New Jersey
New Jersey
$102K +$37.4K +912 +65%
BNP Paribas Financial Markets
66
BNP Paribas Financial Markets
France
$96.2K +$43.1K +1,051 +94%
SO
67
STRS Ohio
Ohio
$88.5K -$135K -3,300 -62%
US Bancorp
68
US Bancorp
Minnesota
$74.7K
Fidelity Investments
69
Fidelity Investments
Massachusetts
$69K +$164 +4 +0.3%
Carson Wealth (CWM LLC)
70
Carson Wealth (CWM LLC)
Nebraska
$46K +$17.9K +435 +72%
AIP
71
Ameritas Investment Partners
Nebraska
$31.9K
Russell Investments Group
72
Russell Investments Group
United Kingdom
$30.3K +$24K +585 +585%
Legal & General Group
73
Legal & General Group
United Kingdom
$29.4K
Citigroup
74
Citigroup
New York
$21.6K -$93.5K -2,278 -82%
Nisa Investment Advisors
75
Nisa Investment Advisors
Missouri
$21.2K

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.