Bankwell Financial Group
BWFG
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.
400% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 2
11% more funds holding
Funds holding: 70 → 78 (+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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$1.89M |
| 2 |
FL
Fourthstone LLC
St Louis,
Missouri
|
+$1.85M |
| 3 |
GAG
GM Advisory Group
Melville,
New York
|
+$429K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$302K |
| 5 |
Jane Street
New York
|
+$251K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BFC
Banc Funds Company
Chicago,
Illinois
|
-$2.73M |
| 2 |
JP Morgan Chase
New York
|
-$308K |
| 3 |
Morgan Stanley
New York
|
-$269K |
| 4 |
BCM
Bridgeway Capital Management
Houston,
Texas
|
-$258K |
| 5 |
Renaissance Technologies
New York
|
-$240K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CPG
76
Cornerstone Planning Group
Fairfield,
New Jersey
| $517 | – | – | – |
|
|
EWA
77
EverSource Wealth Advisors
Birmingham,
Alabama
| $151 | +$152 | +5 | New |
|
|
TWD
78
True Wealth Design
Akron,
Ohio
| $61 | +$61 | +2 | New |
|
79
Connor, Clark & Lunn Investment Management (CC&L)
Vancouver,
British Columbia, Canada
| – | -$209K | -6,719 | Closed |
|
80
Osaic Holdings
Scottsdale,
Arizona
| – | -$935 | -30 | Closed |
|
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.