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FinWise Bancorp

46 hedge funds and large institutions have $60.1M invested in FinWise Bancorp in 2025 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 16 increasing their positions, 5 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
46
Holders Change
+5
Holders Change %
+12.2%
% of All Funds
0.62%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
18
Increased
16
Reduced
5
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AllianceBernstein
1
AllianceBernstein
Tennessee
$11.5M -$644K -42,925 -5%
WA
2
Wasatch Advisors
Utah
$10.6M
Vanguard Group
3
Vanguard Group
Pennsylvania
$7.29M +$955K +63,642 +15%
US Bancorp
4
US Bancorp
Minnesota
$6.44M +$1.17M +78,000 +22%
BlackRock
5
BlackRock
New York
$5.12M +$4.23M +281,777 +477%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$3.07M +$1.6M +106,683 +109%
SCP
7
Siena Capital Partners
Illinois
$2.06M
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$1.67M +$65.5K +4,366 +4%
BCM
9
Bridgeway Capital Management
Texas
$1.39M +$36.8K +2,454 +3%
EMFAT
10
Emerald Mutual Fund Advisers Trust
Pennsylvania
$1.28M
MCP
11
Militia Capital Partners
Nevada
$1.12M +$369K +24,601 +49%
State Street
12
State Street
Massachusetts
$1.08M +$814K +54,263 +308%
Northern Trust
13
Northern Trust
Illinois
$1.02M +$748K +49,834 +275%
Susquehanna International Group
14
Susquehanna International Group
Pennsylvania
$911K -$1.96M -130,629 -68%
SMC
15
Smith, Moore & Co
Missouri
$600K +$225K +15,000 +60%
Renaissance Technologies
16
Renaissance Technologies
New York
$563K +$27K +1,800 +5%
TWP
17
Tempus Wealth Planning
California
$421K
Charles Schwab
18
Charles Schwab
California
$412K +$412K +27,418 New
GRP
19
Global Retirement Partners
California
$405K +$405K +27,000 New
EF
20
Empowered Funds
Pennsylvania
$398K +$36.8K +2,454 +10%
UBS Group
21
UBS Group
Switzerland
$365K -$67.8K -4,516 -16%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$266K +$266K +17,701 New
Barclays
23
Barclays
United Kingdom
$257K +$167K +11,151 +187%
ACM
24
Andina Capital Management
Utah
$240K -$450K -30,000 -65%
Morgan Stanley
25
Morgan Stanley
New York
$234K +$171K +11,400 +274%