FinWise Bancorp
FINW
33 hedge funds and large institutions have $40.7M invested in FinWise Bancorp in 2023 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 10 increasing their positions, 9 reducing their positions, and 2 closing their positions.
500% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 2
81% more capital invested
Capital invested by funds: $22.4M → $40.7M (+$18.3M)
43% more funds holding
Funds holding: 23 → 33 (+10)
11% more repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 9
2.39% more ownership
Funds ownership: 20.38% → 22.77% (+2.4%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
US Bancorp
Minneapolis,
Minnesota
|
+$3.74M |
| 2 |
EI
EAM Investors
Solana Beach,
California
|
+$426K |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
+$364K |
| 4 |
Renaissance Technologies
New York
|
+$332K |
| 5 |
Millennium Management
New York
|
+$234K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCM
Basswood Capital Management
New York
|
-$2.56M |
| 2 |
EMFAT
Emerald Mutual Fund Advisers Trust
Leola,
Pennsylvania
|
-$1.09M |
| 3 |
LAS
Lloyd Advisory Services
Suwanee,
Georgia
|
-$136K |
| 4 |
AllianceBernstein
Nashville,
Tennessee
|
-$130K |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
-$122K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Goldman Sachs
New York
| $162K | +$121K | +11,311 | New |
|
27
Bank of America
Charlotte,
North Carolina
| $79.6K | +$59K | +5,533 | +19,079% |
|
|
BCM
28
Basswood Capital Management
New York
| $64.9K | -$2.56M | -239,613 | -98% |
|
|
GC
29
Globeflex Capital
San Diego,
California
| $47.2K | +$35.2K | +3,300 | New |
|
30
JP Morgan Chase
New York
| $41.3K | +$30.8K | +2,889 | New |
|
31
Barclays
London,
United Kingdom
| $6.77K | -$8.47K | -794 | -63% |
|
|
TRCT
32
Tower Research Capital (TRC)
New York
| $1.77K | -$18K | -1,690 | -93% |
|
33
Wells Fargo
San Francisco,
California
| $730 | +$32 | +3 | +6% |
|
|
LAS
34
Lloyd Advisory Services
Suwanee,
Georgia
| – | -$136K | -15,695 | Closed |
|
35
UBS Group
Zurich,
Switzerland
| – | -$4.12K | -477 | Closed |
|
FINW Hedge Fund Activity: Q4 2023 in Review
33 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in FinWise Bancorp (FINW) for Q4 2023, worth a combined $40.7M — up 81% from $22.4M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new FINW positions and 2 closed out — a net gain of 10 holders — while 10 added to existing stakes and 9 trimmed.
The largest buyer was US Bancorp, opening a new position worth an estimated $3.74M. The largest seller was Basswood Capital Management, cutting an estimated $2.56M.
- 33 institutional investors held FinWise Bancorp (FINW) as of Q4 2023, up from 23 in Q3 2023.
- Funds reported $40.7M of FinWise Bancorp stock for Q4 2023, up 81% quarter-over-quarter.
- 12 funds opened new FinWise Bancorp positions in Q4 2023 and 2 closed out, a net change of +10 holders.
- The largest FinWise Bancorp buyer in Q4 2023 was US Bancorp, an estimated $3.74M added.
- The largest FinWise Bancorp seller in Q4 2023 was Basswood Capital Management, an estimated $2.56M sold.
Based on aggregated 13F filings for Q4 2023.