Bankwell Financial Group
BWFG
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.
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: 84 → 98 (+14)
3.81% more ownership
Funds ownership: 40.08% → 43.89% (+3.8%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HIM
Hillsdale Investment Management
Toronto,
Ontario, Canada
|
+$3.97M |
| 2 |
BlackRock
New York
|
+$1.93M |
| 3 |
Marshall Wace
London,
United Kingdom
|
+$1.53M |
| 4 |
State Street
Boston,
Massachusetts
|
+$1.2M |
| 5 |
EI
EAM Investors
Solana Beach,
California
|
+$1.15M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FL
Fourthstone LLC
St Louis,
Missouri
|
-$3.68M |
| 2 |
SWM
SeaCrest Wealth Management
Purchase,
New York
|
-$905K |
| 3 |
LSV Asset Management
Chicago,
Illinois
|
-$862K |
| 4 |
BFC
Banc Funds Company
Chicago,
Illinois
|
-$737K |
| 5 |
Renaissance Technologies
New York
|
-$542K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
101
Jacobs Levy Equity Management
Florham Park,
New Jersey
| – | -$224K | -6,207 | Closed |
|
102
Raymond James Financial
St Petersburg,
Florida
| – | -$62.7K | -1,740 | Closed |
|
103
Ohio Public Employees Retirement System (OPERS)
Columbus,
Ohio
| – | -$34.5K | -958 | 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.