Bankwell Financial Group
BWFG
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.
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: 78 → 84 (+6)
1.46% more ownership
Funds ownership: 38.62% → 40.08% (+1.5%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FL
Fourthstone LLC
St Louis,
Missouri
|
+$3.34M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$501K |
| 3 |
Dimensional Fund Advisors
Austin,
Texas
|
+$300K |
| 4 |
Geode Capital Management
Boston,
Massachusetts
|
+$272K |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$269K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BFC
Banc Funds Company
Chicago,
Illinois
|
-$1.1M |
| 2 |
Goldman Sachs
New York
|
-$535K |
| 3 |
Renaissance Technologies
New York
|
-$359K |
| 4 |
JP Morgan Chase
New York
|
-$259K |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$221K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
GI
76
GAMMA Investing
Foster City,
California
| $757 | -$499 | -15 | -42% |
|
|
SWM
77
Spire Wealth Management
Mclean,
Virginia
| $721 | – | – | – |
|
|
CPG
78
Cornerstone Planning Group
Fairfield,
New Jersey
| $673 | – | – | – |
|
|
EP
79
Essential Partners
Rancho Santa Fe,
California
| $613 | +$565 | +17 | New |
|
|
AF
80
Allworth Financial
Folsom,
California
| $361 | +$333 | +10 | New |
|
|
CA
81
Clearstead Advisors
Cleveland,
Ohio
| $289 | +$266 | +8 | New |
|
|
EWA
82
EverSource Wealth Advisors
Birmingham,
Alabama
| $108 | -$67 | -2 | -40% |
|
|
IA
83
IFP Advisors
Tampa,
Florida
| $108 | +$33 | +1 | New |
|
|
TWD
84
True Wealth Design
Akron,
Ohio
| $37 | -$33 | -1 | -50% |
|
85
Mackenzie Financial
Toronto Ontario,
Ontario, Canada
| – | -$204K | -6,773 | Closed |
|
|
CF
86
Corebridge Financial
Houston,
Texas
| – | -$95.4K | -3,161 | Closed |
|
|
CCM
87
Coldstream Capital Management
Bellevue,
Washington
| – | -$2.05K | -68 | Closed |
|
|
C
88
Covestor
London,
United Kingdom
| – | -$1K | -25 | Closed |
|
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.