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Bankwell Financial Group
BWFG

84 hedge funds and large institutions have $114M invested in Bankwell Financial Group in 2025 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 29 increasing their positions, 26 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 4

23% more capital invested

Capital invested by funds: $92.2M → $114M (+$21.5M)

12% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 26

8% more funds holding

Funds holding: 78 → 84 (+6)

1.46% more ownership

Funds ownership: 38.62% → 40.08% (+1.5%)

Holders
84
Holders Change
+6
Holders Change %
+7.69%
% of All Funds
1.11%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
29
Reduced
26
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
FL
Fourthstone LLC
Missouri
+$3.34M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$501K
3
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$300K
4
Geode Capital Management
Geode Capital Management
Massachusetts
+$272K
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$269K

Top Sellers

Rank Fund Capital Flow
1
BFC
Banc Funds Company
Illinois
-$1.1M
2
Goldman Sachs
Goldman Sachs
New York
-$535K
3
Renaissance Technologies
Renaissance Technologies
New York
-$359K
4
JP Morgan Chase
JP Morgan Chase
New York
-$259K
5
Citadel Advisors
Citadel Advisors
Florida
-$221K
Name Holding Trade Value Shares
Change 		Change in
Stake
BlackRock
1
BlackRock
New York
$15.1M -$136K -4,102 -1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$12.7M +$501K +15,069 +4%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$10.9M +$300K +9,010 +3%
FL
4
Fourthstone LLC
Missouri
$9.62M +$3.34M +100,302 +60%
PRCP
5
Pacific Ridge Capital Partners
Oregon
$6.36M -$83.2K -2,502 -1%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$5.74M +$272K +8,178 +5%
Renaissance Technologies
7
Renaissance Technologies
New York
$4.74M -$359K -10,800 -8%
BFC
8
Banc Funds Company
Illinois
$4.55M -$1.1M -33,000 -21%
SCP
9
Siena Capital Partners
Illinois
$3.98M – – –
LSV Asset Management
10
LSV Asset Management
Illinois
$3.83M -$120K -3,606 -3%
GAG
11
GM Advisory Group
New York
$3.79M +$19.6K +589 +0.6%
Acadian Asset Management
12
Acadian Asset Management
Massachusetts
$3.36M +$163K +4,890 +6%
State Street
13
State Street
Massachusetts
$2.89M +$64.5K +1,940 +2%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$2.54M +$269K +8,097 +13%
Northern Trust
15
Northern Trust
Illinois
$2.53M +$42K +1,263 +2%
BCM
16
Bridgeway Capital Management
Texas
$1.7M +$27.1K +815 +2%
American Century Companies
17
American Century Companies
Missouri
$1.31M -$27.7K -832 -2%
KCM
18
Kennedy Capital Management
Missouri
$1.31M – – –
Goldman Sachs
19
Goldman Sachs
New York
$1.18M -$535K -16,100 -33%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$1.14M +$87.4K +2,629 +9%
Morgan Stanley
21
Morgan Stanley
New York
$1.12M +$221K +6,640 +27%
SWM
22
SeaCrest Wealth Management
New York
$905K – – –
Barclays
23
Barclays
United Kingdom
$855K +$171K +5,143 +28%
EF
24
Empowered Funds
Pennsylvania
$795K +$27.1K +815 +4%
NFC
25
Northeast Financial Consultants
Connecticut
$789K – – –
1
2 3 4

BWFG Hedge Fund Activity: Q2 2025 in Review

84 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Bankwell Financial Group (BWFG) for Q2 2025, worth a combined $114M — up 23% from $92.2M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new BWFG positions and 4 closed out — a net gain of 6 holders — while 29 added to existing stakes and 26 trimmed.

The largest buyer was Fourthstone LLC, adding an estimated $3.34M. The largest seller was Banc Funds Company, cutting an estimated $1.1M.

  • 84 institutional investors held Bankwell Financial Group (BWFG) as of Q2 2025, up from 78 in Q1 2025.
  • Funds reported $114M of Bankwell Financial Group stock for Q2 2025, up 23% quarter-over-quarter.
  • 10 funds opened new Bankwell Financial Group positions in Q2 2025 and 4 closed out, a net change of +6 holders.
  • The largest Bankwell Financial Group buyer in Q2 2025 was Fourthstone LLC, an estimated $3.34M added.
  • The largest Bankwell Financial Group seller in Q2 2025 was Banc Funds Company, an estimated $1.1M sold.

Based on aggregated 13F filings for Q2 2025.