FinWise Bancorp
FINW
36 hedge funds and large institutions have $55.1M invested in FinWise Bancorp in 2024 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 16 increasing their positions, 3 reducing their positions, and 3 closing their positions.
433% more repeat investments, than reductions
Existing positions increased: 16 | Existing positions reduced: 3
167% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 3
16% more funds holding
Funds holding: 31 → 36 (+5)
7% more capital invested
Capital invested by funds: $51.4M → $55.1M (+$3.73M)
1.17% more ownership
Funds ownership: 24.94% → 26.11% (+1.2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WA
Wasatch Advisors
Salt Lake City,
Utah
|
+$3.94M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$1.27M |
| 3 |
Millennium Management
New York
|
+$723K |
| 4 |
Qube Research & Technologies (QRT)
London,
United Kingdom
|
+$448K |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$399K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MI
M3F Inc
Salt Lake City,
Utah
|
-$4.19M |
| 2 |
AllianceBernstein
Nashville,
Tennessee
|
-$1.05M |
| 3 |
LPL Financial
San Diego,
California
|
-$165K |
| 4 |
GGHC
Gilder Gagnon Howe & Co
New York
|
-$119K |
| 5 |
Renaissance Technologies
New York
|
-$30.6K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
GWM
26
Greenwich Wealth Management
Greenwich,
Connecticut
| $224K | – | – | – |
|
27
Jane Street
New York
| $197K | +$210K | +12,330 | New |
|
28
Barclays
London,
United Kingdom
| $179K | +$139K | +8,169 | +269% |
|
29
Citadel Advisors
Miami,
Florida
| $175K | +$187K | +10,979 | New |
|
|
FIA
30
Foundations Investment Advisors
Phoenix,
Arizona
| $161K | – | – | – |
|
31
Citigroup
New York
| $129K | +$20.2K | +1,186 | +17% |
|
32
Bank of America
Charlotte,
North Carolina
| $55.3K | +$57.7K | +3,393 | +4,847% |
|
|
GC
33
Globeflex Capital
San Diego,
California
| $52.7K | – | – | – |
|
34
Morgan Stanley
New York
| $27.6K | +$29.4K | +1,728 | New |
|
|
TRCT
35
Tower Research Capital (TRC)
New York
| $6.97K | +$528 | +31 | +8% |
|
|
MCP
36
Militia Capital Partners
Las Vegas,
Nevada
| $4.79K | +$5.11K | +300 | New |
|
|
MI
37
M3F Inc
Salt Lake City,
Utah
| – | -$4.19M | -268,737 | Closed |
|
|
38
LPL Financial
San Diego,
California
| – | -$165K | -10,595 | Closed |
|
39
Osaic Holdings
Scottsdale,
Arizona
| – | -$10.4K | -668 | Closed |
|
FINW Hedge Fund Activity: Q4 2024 in Review
36 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in FinWise Bancorp (FINW) for Q4 2024, worth a combined $55.1M — up 7.3% from $51.4M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new FINW positions and 3 closed out — a net gain of 5 holders — while 16 added to existing stakes and 3 trimmed.
The largest buyer was Wasatch Advisors, adding an estimated $3.94M. The largest seller was M3F Inc, exiting entirely with an estimated $4.19M sold.
- 36 institutional investors held FinWise Bancorp (FINW) as of Q4 2024, up from 31 in Q3 2024.
- Funds reported $55.1M of FinWise Bancorp stock for Q4 2024, up 7.3% quarter-over-quarter.
- 8 funds opened new FinWise Bancorp positions in Q4 2024 and 3 closed out, a net change of +5 holders.
- The largest FinWise Bancorp buyer in Q4 2024 was Wasatch Advisors, an estimated $3.94M added.
- The largest FinWise Bancorp seller in Q4 2024 was M3F Inc, an estimated $4.19M sold.
Based on aggregated 13F filings for Q4 2024.