FinWise Bancorp
FINW
30 hedge funds and large institutions have $29.8M invested in FinWise Bancorp in 2024 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 9 increasing their positions, 13 reducing their positions, and 4 closing their positions.
5% more capital invested
Capital invested by funds: $28.4M → $29.8M (+$1.36M)
0.75% more ownership
Funds ownership: 22.05% → 22.8% (+0.75%)
6% less funds holding
Funds holding: 32 → 30 (-2)
31% less repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 13
50% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 4
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MI
M3F Inc
Salt Lake City,
Utah
|
+$2.29M |
| 2 |
AllianceBernstein
Nashville,
Tennessee
|
+$552K |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$222K |
| 4 |
FIA
Foundations Investment Advisors
Phoenix,
Arizona
|
+$221K |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$208K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GGHC
Gilder Gagnon Howe & Co
New York
|
-$1.28M |
| 2 |
GC
Globeflex Capital
San Diego,
California
|
-$247K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$219K |
| 4 |
Millennium Management
New York
|
-$209K |
| 5 |
Goldman Sachs
New York
|
-$165K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Citigroup
New York
| $41.7K | -$90.6K | -8,845 | -68% |
|
|
GC
27
Globeflex Capital
San Diego,
California
| $33.7K | -$247K | -24,094 | -88% |
|
|
TRCT
28
Tower Research Capital (TRC)
New York
| $9.15K | -$61 | -6 | -0.7% |
|
29
Bank of America
Charlotte,
North Carolina
| $562 | -$6.97K | -681 | -93% |
|
30
UBS Group
Zurich,
Switzerland
| $10 | -$25.7K | -2,510 | -100% |
|
|
31
Goldman Sachs
New York
| – | -$165K | -16,445 | Closed |
|
|
QC
32
Quadrature Capital
London,
United Kingdom
| – | -$164K | -16,311 | Closed |
|
33
Morgan Stanley
New York
| – | -$88.9K | -8,850 | Closed |
|
34
Wells Fargo
San Francisco,
California
| – | -$513 | -51 | Closed |
|
FINW Hedge Fund Activity: Q2 2024 in Review
30 of the 6,925 institutional investors tracked by Wall St. Rank reported a position in FinWise Bancorp (FINW) for Q2 2024, worth a combined $29.8M — up 4.8% from $28.4M a quarter earlier.
Sellers outnumbered buyers: 4 funds closed out of FINW and 2 opened new positions — a net loss of 2 holders — while 13 trimmed existing stakes and 9 added.
The largest buyer was M3F Inc, adding an estimated $2.29M. The largest seller was Gilder Gagnon Howe & Co, cutting an estimated $1.28M.
- 30 institutional investors held FinWise Bancorp (FINW) as of Q2 2024, down from 32 in Q1 2024.
- Funds reported $29.8M of FinWise Bancorp stock for Q2 2024, up 4.8% quarter-over-quarter.
- 2 funds opened new FinWise Bancorp positions in Q2 2024 and 4 closed out, a net change of -2 holders.
- The largest FinWise Bancorp buyer in Q2 2024 was M3F Inc, an estimated $2.29M added.
- The largest FinWise Bancorp seller in Q2 2024 was Gilder Gagnon Howe & Co, an estimated $1.28M sold.
Based on aggregated 13F filings for Q2 2024.