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Bankwell Financial Group

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.

New
Increased
Maintained
Reduced
Closed

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: 8498 (+14)

3.81% more ownership

Funds ownership: 40.08%43.89% (+3.8%)

Holders
98
Holders Change
+14
Holders Change %
+16.67%
% of All Funds
1.29%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
20
Increased
39
Reduced
19
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$20.6M +$1.93M +46,971 +11%
Vanguard Group
2
Vanguard Group
Pennsylvania
$16.2M +$567K +13,823 +4%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$13.9M +$447K +10,891 +4%
FL
4
Fourthstone LLC
Missouri
$7.85M -$3.68M -89,544 -34%
PRCP
5
Pacific Ridge Capital Partners
Oregon
$7.63M -$168K -4,088 -2%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$7.1M +$41.5K +1,012 +0.6%
Renaissance Technologies
7
Renaissance Technologies
New York
$5.24M -$542K -13,200 -10%
SCP
8
Siena Capital Partners
Illinois
$5.14M +$238K +5,800 +5%
Acadian Asset Management
9
Acadian Asset Management
Massachusetts
$4.92M +$739K +18,008 +19%
State Street
10
State Street
Massachusetts
$4.85M +$1.2M +29,324 +37%
BFC
11
Banc Funds Company
Illinois
$4.8M -$737K -17,954 -14%
GAG
12
GM Advisory Group
New York
$4.67M +$21.4K +521 +0.5%
HIM
13
Hillsdale Investment Management
Ontario, Canada
$4.28M +$3.97M +96,717 New
LSV Asset Management
14
LSV Asset Management
Illinois
$3.77M -$862K -20,994 -20%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$3.13M +$10.6K +258 +0.4%
Northern Trust
16
Northern Trust
Illinois
$3.06M -$48.8K -1,190 -2%
Goldman Sachs
17
Goldman Sachs
New York
$2.3M +$786K +19,147 +58%
American Century Companies
18
American Century Companies
Missouri
$2.26M +$599K +14,587 +40%
BCM
19
Bridgeway Capital Management
Texas
$2.2M +$111K +2,715 +6%
Marshall Wace
20
Marshall Wace
United Kingdom
$1.64M +$1.53M +37,165 New
KCM
21
Kennedy Capital Management
Missouri
$1.61M
Bank of New York Mellon
22
Bank of New York Mellon
New York
$1.46M +$57.7K +1,405 +4%
Morgan Stanley
23
Morgan Stanley
New York
$1.3M -$76K -1,852 -6%
EI
24
EAM Investors
California
$1.24M +$1.15M +28,092 New
TI
25
Trexquant Investment
Connecticut
$1.11M +$587K +14,300 +133%

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.