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Bankwell Financial Group
BWFG

119 hedge funds and large institutions have $183M invested in Bankwell Financial Group in 2026 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 49 increasing their positions, 30 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

157% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 7

63% more repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 30

10% more capital invested

Capital invested by funds: $167M → $183M (+$16.2M)

9% more funds holding

Funds holding: 109 → 119 (+10)

1.08% more ownership

Funds ownership: 46.17% → 47.25% (+1.1%)

Holders
119
Holders Change
+10
Holders Change %
+9.17%
% of All Funds
1.46%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
18
Increased
49
Reduced
30
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
American Century Companies
American Century Companies
Missouri
+$1.7M
2
Goldman Sachs
Goldman Sachs
New York
+$1.55M
3
AQR Capital Management
AQR Capital Management
Connecticut
+$1.46M
4
AllianceBernstein
AllianceBernstein
Tennessee
+$1.3M
5
N
Nuveen
North Carolina
+$1.18M

Top Sellers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
-$1.46M
2
Citadel Advisors
Citadel Advisors
Florida
-$1.24M
3
Corient Private Wealth
Corient Private Wealth
Florida
-$1.05M
4
QC
Quadrature Capital
United Kingdom
-$532K
5
BlackRock
BlackRock
New York
-$527K
Name Holding Trade Value Shares
Change 		Change in
Stake
PNC Financial Services Group
101
PNC Financial Services Group
Pennsylvania
$2.77K – – –
FFO
102
Fortitude Family Office
Arizona
$2.04K -$48 -1 -2%
PA
103
Parallel Advisors
California
$1.99K +$1.96K +41 New
FFA
104
Farther Finance Advisors
California
$1.87K +$191 +4 +12%
UBS AM
105
UBS AM
Illinois
$1.75K +$1.38K +29 +414%
RIL
106
Rothschild Investment LLC
Illinois
$1.65K +$1.1K +23 +209%
AAP
107
Arax Advisory Partners
Colorado
$1.6K +$1.57K +33 New
Osaic Holdings
108
Osaic Holdings
Arizona
$1.46K – – –
RFP
109
Root Financial Partners
California
$1.26K +$1.24K +26 New
MPWT
110
MassMutual Private Wealth & Trust
Connecticut
$1.07K – – –
CPG
111
Cornerstone Planning Group
New Jersey
$885 – – –
Nisa Investment Advisors
112
Nisa Investment Advisors
Missouri
$873 – – –
EWA
113
EverSource Wealth Advisors
Alabama
$631 +$334 +7 +117%
IA
114
IFP Advisors
Florida
$485 – – –
SIC
115
SJS Investment Consulting
Ohio
$437 +$239 +5 +125%
BWA
116
Basecamp Wealth Advisors
Washington
$340 +$334 +7 New
TWD
117
True Wealth Design
Ohio
$243 – – –
JWM
118
JPL Wealth Management
Colorado
$243 +$239 +5 New
WPA
119
Wealth Preservation Advisors
Tennessee
$97 +$95 +2 New
Jane Street
120
Jane Street
New York
– -$1.46M -31,789 Closed
Two Sigma Advisers
121
Two Sigma Advisers
New York
– -$930K -20,300 Closed
QC
122
Quadrature Capital
United Kingdom
– -$532K -11,613 Closed
Marshall Wace
123
Marshall Wace
United Kingdom
– -$506K -11,036 Closed
AB
124
Amalgamated Bank
New York
– -$10K -222 Closed
Jones Financial Companies
125
Jones Financial Companies
Missouri
– -$9.16K -200 Closed
2 3 4
5
6

BWFG Hedge Fund Activity: Q1 2026 in Review

119 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Bankwell Financial Group (BWFG) for Q1 2026, worth a combined $183M — up 9.7% from $167M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new BWFG positions and 7 closed out — a net gain of 11 holders — while 49 added to existing stakes and 30 trimmed.

The largest buyer was American Century Companies, adding an estimated $1.7M. The largest seller was Jane Street, exiting entirely with an estimated $1.46M sold.

  • 119 institutional investors held Bankwell Financial Group (BWFG) as of Q1 2026, up from 109 in Q4 2025.
  • Funds reported $183M of Bankwell Financial Group stock for Q1 2026, up 9.7% quarter-over-quarter.
  • 18 funds opened new Bankwell Financial Group positions in Q1 2026 and 7 closed out, a net change of +11 holders.
  • The largest Bankwell Financial Group buyer in Q1 2026 was American Century Companies, an estimated $1.7M added.
  • The largest Bankwell Financial Group seller in Q1 2026 was Jane Street, an estimated $1.46M sold.

Based on aggregated 13F filings for Q1 2026.