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Bankwell Financial Group

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: 98109 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
76
Fidelity Investments
Massachusetts
$90.6K +$18.9K +419 +27%
US Bancorp
77
US Bancorp
Minnesota
$77.4K
PFSRSONJ
78
Police & Firemen's Retirement System of New Jersey
New Jersey
$68.4K -$36.8K -816 -35%
Carson Wealth (CWM LLC)
79
Carson Wealth (CWM LLC)
Nebraska
$57K +$9.21K +204 +20%
Russell Investments Group
80
Russell Investments Group
United Kingdom
$36.9K +$5.46K +121 +18%
AIP
81
Ameritas Investment Partners
Nebraska
$33.1K
Legal & General Group
82
Legal & General Group
United Kingdom
$29.6K -$858 -19 -3%
CAL
83
Capital Advisors Ltd
Ohio
$21K
California State Teachers Retirement System (CalSTRS)
84
California State Teachers Retirement System (CalSTRS)
California
$19.9K -$1.45K -32 -7%
SOADOR
85
State of Alaska Department of Revenue
Alaska
$19K +$19.4K +429 New
SCM
86
Sterling Capital Management
North Carolina
$16K -$2.89K -64 -15%
TRCT
87
Tower Research Capital (TRC)
New York
$15.5K -$3.39K -75 -18%
Citigroup
88
Citigroup
New York
$13.1K -$9.21K -204 -42%
AB
89
Amalgamated Bank
New York
$10K +$1.17K +26 +13%
Jones Financial Companies
90
Jones Financial Companies
Missouri
$9.16K
QL
91
Quarry LP
New York
$4.49K +$4.42K +98 New
EP
92
Essential Partners
California
$3.62K +$452 +10 +14%
Optiver Holding
93
Optiver Holding
Netherlands
$2.84K -$2.98K -66 -52%
PNC Financial Services Group
94
PNC Financial Services Group
Pennsylvania
$2.61K +$226 +5 +10%
AF
95
Allworth Financial
California
$2.52K +$2.03K +45 +450%
FFO
96
Fortitude Family Office
Arizona
$1.97K
GI
97
GAMMA Investing
California
$1.79K +$45 +1 +3%
FFA
98
Farther Finance Advisors
California
$1.56K +$1.53K +34 New
Osaic Holdings
99
Osaic Holdings
Arizona
$1.37K
MPWT
100
MassMutual Private Wealth & Trust
Connecticut
$1.01K

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.