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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
California State Teachers Retirement System (CalSTRS)
76
California State Teachers Retirement System (CalSTRS)
California
$20.7K
CAL
77
Capital Advisors Ltd
Ohio
$20K
SCM
78
Sterling Capital Management
North Carolina
$18.3K +$9.4K +229 +124%
TRCT
79
Tower Research Capital (TRC)
New York
$18.3K -$64.9K -1,582 -79%
Jones Financial Companies
80
Jones Financial Companies
Missouri
$9.16K
AB
81
Amalgamated Bank
New York
$9K
AAP
82
Arax Advisory Partners
Colorado
$6.46K +$5.99K +146 New
Optiver Holding
83
Optiver Holding
Netherlands
$5.66K +$5.25K +128 New
PAS
84
Point72 Asia (Singapore)
Singapore
$4.99K +$4.64K +113 New
EP
85
Essential Partners
California
$3.05K +$2.13K +52 +306%
PNC Financial Services Group
86
PNC Financial Services Group
Pennsylvania
$2.3K
SIC
87
SJS Investment Consulting
Ohio
$2.26K +$2.09K +51 New
FFO
88
Fortitude Family Office
Arizona
$1.9K -$82 -2 -4%
GI
89
GAMMA Investing
California
$1.68K +$698 +17 +81%
Osaic Holdings
90
Osaic Holdings
Arizona
$1.33K
MPWT
91
MassMutual Private Wealth & Trust
Connecticut
$974
SWM
92
Spire Wealth Management
Virginia
$885
CPG
93
Cornerstone Planning Group
New Jersey
$736
AF
94
Allworth Financial
California
$443
CA
95
Clearstead Advisors
Ohio
$354
EWA
96
EverSource Wealth Advisors
Alabama
$177 +$41 +1 +33%
IA
97
IFP Advisors
Florida
$177 +$123 +3 +300%
TWD
98
True Wealth Design
Ohio
$177 +$123 +3 +300%
SWM
99
SeaCrest Wealth Management
New York
-$905K -25,118 Closed
Susquehanna International Group
100
Susquehanna International Group
Pennsylvania
-$317K -8,792 Closed

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.