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Bankwell Financial Group
BWFG

109 hedge funds and large institutions have $167M invested in Bankwell Financial Group in 2025 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 46 increasing their positions, 28 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

217% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 6

64% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 28

11% more funds holding

Funds holding: 98 → 109 (+11)

9% more capital invested

Capital invested by funds: $153M → $167M (+$13.8M)

2.27% more ownership

Funds ownership: 43.89% → 46.17% (+2.3%)

Holders
109
Holders Change
+11
Holders Change %
+11.22%
% of All Funds
1.32%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
19
Increased
46
Reduced
28
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Two Sigma Investments
Two Sigma Investments
New York
+$2.36M
2
Acadian Asset Management
Acadian Asset Management
Massachusetts
+$1.74M
3
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$1.55M
4
BlackRock
BlackRock
New York
+$1.2M
5
JP Morgan Chase
JP Morgan Chase
New York
+$1.08M

Top Sellers

Rank Fund Capital Flow
1
FL
Fourthstone LLC
Missouri
-$7.85M
2
Marshall Wace
Marshall Wace
United Kingdom
-$1.18M
3
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
-$622K
4
Bank of New York Mellon
Bank of New York Mellon
New York
-$547K
5
BFC
Banc Funds Company
Illinois
-$542K
Name Holding Trade Value Shares
Change 		Change in
Stake
IQI
51
Integrated Quantitative Investments
Washington
$443K +$437K +9,669 New
LCM
52
Legato Capital Management
California
$443K +$437K +9,669 New
SC
53
Sierra Capital
Florida
$427K +$1.85K +41 +0.4%
RhumbLine Advisers
54
RhumbLine Advisers
Massachusetts
$425K -$40.8K -904 -9%
JF
55
Jump Financial
Illinois
$368K +$363K +8,031 New
UBS Group
56
UBS Group
Switzerland
$337K -$158K -3,510 -32%
Invesco
57
Invesco
Georgia
$332K +$68.6K +1,520 +27%
Franklin Resources
58
Franklin Resources
California
$308K -$5.28K -117 -2%
Squarepoint
59
Squarepoint
New York
$281K +$277K +6,140 New
EFS
60
Essex Financial Services
Connecticut
$257K +$1.17K +26 +0.5%
Connor, Clark & Lunn Investment Management (CC&L)
61
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$255K +$17.3K +384 +7%
OQS
62
Occudo Quantitative Strategies
Florida
$246K -$18.6K -413 -7%
Los Angeles Capital Management
63
Los Angeles Capital Management
California
$246K – – –
Canada Pension Plan Investment Board
64
Canada Pension Plan Investment Board
Ontario, Canada
$229K +$226K +5,000 New
DSC
65
Daytona Street Capital
Missouri
$229K +$226K +5,000 New
KPWS
66
Kestra Private Wealth Services
Texas
$227K -$102K -2,254 -31%
Thrivent Financial for Lutherans
67
Thrivent Financial for Lutherans
Minnesota
$226K +$222K +4,923 New
AWM
68
AE Wealth Management
Kansas
$201K +$198K +4,392 New
MIM
69
MetLife Investment Management
New Jersey
$189K – – –
Royal Bank of Canada
70
Royal Bank of Canada
Ontario, Canada
$189K -$26.8K -593 -13%
New York State Common Retirement Fund
71
New York State Common Retirement Fund
New York
$154K – – –
Deutsche Bank
72
Deutsche Bank
Germany
$153K – – –
Mirae Asset Global ETFs Holdings
73
Mirae Asset Global ETFs Holdings
Hong Kong
$151K +$1.9K +42 +1%
KFI
74
Key Financial Inc
Pennsylvania
$133K – – –
BNP Paribas Financial Markets
75
BNP Paribas Financial Markets
France
$103K +$3.52K +78 +4%
1 2
3
4 5

BWFG Hedge Fund Activity: Q4 2025 in Review

109 of the 8,228 institutional investors tracked by Wall St. Rank reported a position in Bankwell Financial Group (BWFG) for Q4 2025, worth a combined $167M — up 9.1% from $153M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new BWFG positions and 6 closed out — a net gain of 13 holders — while 46 added to existing stakes and 28 trimmed.

The largest buyer was Two Sigma Investments, adding an estimated $2.36M. The largest seller was Fourthstone LLC, exiting entirely with an estimated $7.85M sold.

  • 109 institutional investors held Bankwell Financial Group (BWFG) as of Q4 2025, up from 98 in Q3 2025.
  • Funds reported $167M of Bankwell Financial Group stock for Q4 2025, up 9.1% quarter-over-quarter.
  • 19 funds opened new Bankwell Financial Group positions in Q4 2025 and 6 closed out, a net change of +13 holders.
  • The largest Bankwell Financial Group buyer in Q4 2025 was Two Sigma Investments, an estimated $2.36M added.
  • The largest Bankwell Financial Group seller in Q4 2025 was Fourthstone LLC, an estimated $7.85M sold.

Based on aggregated 13F filings for Q4 2025.