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Bankwell Financial Group
BWFG

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: 98 → 109 (+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
–

Top Buyers

Rank Fund Capital Flow
1
Two Sigma Investments
Two Sigma Investments
New York
+$2.36M
2
Acadian Asset Management
Acadian Asset Management
Massachusetts
+$1.74M
3
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$1.55M
4
BlackRock
BlackRock
New York
+$1.2M
5
JP Morgan Chase
JP Morgan Chase
New York
+$1.08M

Top Sellers

Rank Fund Capital Flow
1
FL
Fourthstone LLC
Missouri
-$7.85M
2
Marshall Wace
Marshall Wace
United Kingdom
-$1.18M
3
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
-$622K
4
Bank of New York Mellon
Bank of New York Mellon
New York
-$547K
5
BFC
Banc Funds Company
Illinois
-$542K
Name Holding Trade Value Shares
Change 		Change in
Stake
Nisa Investment Advisors
101
Nisa Investment Advisors
Missouri
$825 -$20.8K -460 -96%
CPG
102
Cornerstone Planning Group
New Jersey
$799 – – –
RIL
103
Rothschild Investment LLC
Illinois
$504 +$497 +11 New
IA
104
IFP Advisors
Florida
$458 +$271 +6 +150%
UBS AM
105
UBS AM
Illinois
$321 +$316 +7 New
EWA
106
EverSource Wealth Advisors
Alabama
$275 +$90 +2 +50%
TWD
107
True Wealth Design
Ohio
$230 +$45 +1 +25%
SIC
108
SJS Investment Consulting
Ohio
$184 -$2.12K -47 -92%
MCM
109
MAI Capital Management
Ohio
$184 +$181 +4 New
FL
110
Fourthstone LLC
Missouri
– -$7.85M -177,321 Closed
Focus Partners Wealth
111
Focus Partners Wealth
Massachusetts
– -$622K -17,144 Closed
SO
112
STRS Ohio
Ohio
– -$88.5K -2,000 Closed
AAP
113
Arax Advisory Partners
Colorado
– -$6.46K -146 Closed
SWM
114
Spire Wealth Management
Virginia
– -$885 -20 Closed
CA
115
Clearstead Advisors
Ohio
– -$354 -8 Closed
1 2 3 4
5

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.