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Bankwell Financial Group
BWFG

78 hedge funds and large institutions have $92.2M invested in Bankwell Financial Group in 2025 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 19 increasing their positions, 28 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 2

11% more funds holding

Funds holding: 70 → 78 (+8)

0.14% more ownership

Funds ownership: 38.49% → 38.62% (+0.14%)

2% less capital invested

Capital invested by funds: $94.2M → $92.2M (-$2.04M)

32% less repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 28

Holders
78
Holders Change
+8
Holders Change %
+11.43%
% of All Funds
1.05%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
19
Reduced
28
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$1.89M
2
FL
Fourthstone LLC
Missouri
+$1.85M
3
GAG
GM Advisory Group
New York
+$429K
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$302K
5
Jane Street
Jane Street
New York
+$251K

Top Sellers

Rank Fund Capital Flow
1
BFC
Banc Funds Company
Illinois
-$2.73M
2
JP Morgan Chase
JP Morgan Chase
New York
-$308K
3
Morgan Stanley
Morgan Stanley
New York
-$269K
4
BCM
Bridgeway Capital Management
Texas
-$258K
5
Renaissance Technologies
Renaissance Technologies
New York
-$240K
Name Holding Trade Value Shares
Change 		Change in
Stake
BlackRock
1
BlackRock
New York
$12.7M -$226K -7,436 -2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$10.2M -$13.3K -437 -0.1%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$8.85M +$134K +4,422 +2%
PRCP
4
Pacific Ridge Capital Partners
Oregon
$5.41M +$138K +4,543 +3%
FL
5
Fourthstone LLC
Missouri
$5.03M +$1.85M +60,978 +58%
BFC
6
Banc Funds Company
Illinois
$4.81M -$2.73M -90,046 -36%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$4.56M +$96.3K +3,171 +2%
Renaissance Technologies
8
Renaissance Technologies
New York
$4.3M -$240K -7,900 -5%
SCP
9
Siena Capital Partners
Illinois
$3.33M – – –
LSV Asset Management
10
LSV Asset Management
Illinois
$3.31M -$179K -5,900 -5%
GAG
11
GM Advisory Group
New York
$3.15M +$429K +14,119 +16%
Acadian Asset Management
12
Acadian Asset Management
Massachusetts
$2.66M +$71.9K +2,368 +3%
State Street
13
State Street
Massachusetts
$2.36M +$4.31K +142 +0.2%
Northern Trust
14
Northern Trust
Illinois
$2.08M -$50.9K -1,676 -2%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$1.88M +$1.89M +62,367 New
Goldman Sachs
16
Goldman Sachs
New York
$1.47M -$81.1K -2,669 -5%
BCM
17
Bridgeway Capital Management
Texas
$1.4M -$258K -8,501 -16%
American Century Companies
18
American Century Companies
Missouri
$1.12M -$4.8K -158 -0.4%
KCM
19
Kennedy Capital Management
Missouri
$1.1M – – –
Bank of New York Mellon
20
Bank of New York Mellon
New York
$877K -$36.1K -1,189 -4%
STA
21
Summit Trail Advisors
New York
$770K -$9.11K -300 -1%
SWM
22
SeaCrest Wealth Management
New York
$758K +$154K +5,077 +25%
Morgan Stanley
23
Morgan Stanley
New York
$739K -$269K -8,847 -27%
NFC
24
Northeast Financial Consultants
Connecticut
$661K – – –
EF
25
Empowered Funds
Pennsylvania
$642K +$21.3K +702 +3%
1
2 3 4

BWFG Hedge Fund Activity: Q1 2025 in Review

78 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Bankwell Financial Group (BWFG) for Q1 2025, worth a combined $92.2M — down 2.2% from $94.2M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new BWFG positions and 2 closed out — a net gain of 8 holders — while 19 added to existing stakes and 28 trimmed.

The largest buyer was Commonwealth Equity Services, opening a new position worth an estimated $1.89M. The largest seller was Banc Funds Company, cutting an estimated $2.73M.

  • 78 institutional investors held Bankwell Financial Group (BWFG) as of Q1 2025, up from 70 in Q4 2024.
  • Funds reported $92.2M of Bankwell Financial Group stock for Q1 2025, down 2.2% quarter-over-quarter.
  • 10 funds opened new Bankwell Financial Group positions in Q1 2025 and 2 closed out, a net change of +8 holders.
  • The largest Bankwell Financial Group buyer in Q1 2025 was Commonwealth Equity Services, an estimated $1.89M added.
  • The largest Bankwell Financial Group seller in Q1 2025 was Banc Funds Company, an estimated $2.73M sold.

Based on aggregated 13F filings for Q1 2025.