FinWise Bancorp
FINW
31 hedge funds and large institutions have $51.4M invested in FinWise Bancorp in 2024 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 9 increasing their positions, 7 reducing their positions, and 3 closing their positions.
73% more capital invested
Capital invested by funds: $29.8M → $51.4M (+$21.6M)
33% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 3
29% more repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 7
3% more funds holding
Funds holding: 30 → 31 (+1)
2.14% more ownership
Funds ownership: 22.8% → 24.94% (+2.1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WA
Wasatch Advisors
Salt Lake City,
Utah
|
+$5.02M |
| 2 |
AllianceBernstein
Nashville,
Tennessee
|
+$747K |
| 3 |
Qube Research & Technologies (QRT)
London,
United Kingdom
|
+$335K |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$220K |
| 5 |
Geode Capital Management
Boston,
Massachusetts
|
+$206K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GGHC
Gilder Gagnon Howe & Co
New York
|
-$630K |
| 2 |
Millennium Management
New York
|
-$292K |
| 3 |
Jane Street
New York
|
-$262K |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$207K |
| 5 |
FIA
Foundations Investment Advisors
Phoenix,
Arizona
|
-$146K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
GC
26
Globeflex Capital
San Diego,
California
| $51.5K | – | – | – |
|
27
Barclays
London,
United Kingdom
| $47.3K | +$38.2K | +3,035 | New |
|
28
Osaic Holdings
Scottsdale,
Arizona
| $10.4K | +$8.42K | +668 | New |
|
|
TRCT
29
Tower Research Capital (TRC)
New York
| $6.32K | -$6.19K | -491 | -55% |
|
30
Bank of America
Charlotte,
North Carolina
| $1.09K | +$189 | +15 | +27% |
|
31
UBS Group
Zurich,
Switzerland
| $16 | – | – | – |
|
|
32
Millennium Management
New York
| – | -$292K | -28,625 | Closed |
|
|
33
Jane Street
New York
| – | -$262K | -25,693 | Closed |
|
|
34
Citadel Advisors
Miami,
Florida
| – | -$207K | -20,288 | Closed |
|
FINW Hedge Fund Activity: Q3 2024 in Review
31 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in FinWise Bancorp (FINW) for Q3 2024, worth a combined $51.4M — up 73% from $29.8M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new FINW positions and 3 closed out — a net gain of 1 holder — while 9 added to existing stakes and 7 trimmed.
The largest buyer was Wasatch Advisors, opening a new position worth an estimated $5.02M. The largest seller was Gilder Gagnon Howe & Co, cutting an estimated $630K.
- 31 institutional investors held FinWise Bancorp (FINW) as of Q3 2024, up from 30 in Q2 2024.
- Funds reported $51.4M of FinWise Bancorp stock for Q3 2024, up 73% quarter-over-quarter.
- 4 funds opened new FinWise Bancorp positions in Q3 2024 and 3 closed out, a net change of +1 holder.
- The largest FinWise Bancorp buyer in Q3 2024 was Wasatch Advisors, an estimated $5.02M added.
- The largest FinWise Bancorp seller in Q3 2024 was Gilder Gagnon Howe & Co, an estimated $630K sold.
Based on aggregated 13F filings for Q3 2024.