FinWise Bancorp
FINW
59 hedge funds and large institutions have $71.8M invested in FinWise Bancorp in 2025 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 23 increasing their positions, 15 reducing their positions, and 1 closing their positions.
600% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 1
53% more repeat investments, than reductions
Existing positions increased: 23 | Existing positions reduced: 15
11% more funds holding
Funds holding: 53 → 59 (+6)
0.24% less ownership
Funds ownership: 29.69% → 29.45% (-0.24%)
8% less capital invested
Capital invested by funds: $77.8M → $71.8M (-$6.04M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$2.01M |
| 2 |
Goldman Sachs
New York
|
+$388K |
| 3 |
SI
Stephens Inc
Little Rock,
Arkansas
|
+$295K |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$276K |
| 5 |
Millennium Management
New York
|
+$228K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WA
Wasatch Advisors
Salt Lake City,
Utah
|
-$2.78M |
| 2 |
SCP
Siena Capital Partners
Chicago,
Illinois
|
-$832K |
| 3 |
EMFAT
Emerald Mutual Fund Advisers Trust
Leola,
Pennsylvania
|
-$567K |
| 4 |
Northern Trust
Chicago,
Illinois
|
-$101K |
| 5 |
AllianceBernstein
Nashville,
Tennessee
|
-$78.4K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AB
51
Amalgamated Bank
New York
| $5K | -$329 | -18 | -6% |
|
52
Citigroup
New York
| $3.95K | -$968 | -53 | -19% |
|
|
VWWMG
53
Vermillion & White Wealth Management Group
Phoenixville,
Pennsylvania
| $2.69K | – | – | – |
|
|
GI
54
GAMMA Investing
Foster City,
California
| $1.49K | +$877 | +48 | +137% |
|
55
Fidelity Investments
Boston,
Massachusetts
| $1.31K | +$1.28K | +70 | +2,333% |
|
|
TFA
56
Transamerica Financial Advisors
St. Petersburg,
Florida
| $1.22K | +$1.24K | +68 | New |
|
|
EP
57
Essential Partners
Rancho Santa Fe,
California
| $18 | – | – | – |
|
|
C
58
Covestor
London,
United Kingdom
| – | -$128 | -7 | -21% |
|
|
AAP
59
Arax Advisory Partners
Denver,
Colorado
| – | -$19 | -1 | Closed |
|
60
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| – | +$18 | +1 | +6% |
|
FINW Hedge Fund Activity: Q4 2025 in Review
59 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in FinWise Bancorp (FINW) for Q4 2025, worth a combined $71.8M — down 7.8% from $77.8M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new FINW positions and 1 closed out — a net gain of 6 holders — while 23 added to existing stakes and 15 trimmed.
The largest buyer was BlackRock, adding an estimated $2.01M. The largest seller was Wasatch Advisors, cutting an estimated $2.78M.
- 59 institutional investors held FinWise Bancorp (FINW) as of Q4 2025, up from 53 in Q3 2025.
- Funds reported $71.8M of FinWise Bancorp stock for Q4 2025, down 7.8% quarter-over-quarter.
- 7 funds opened new FinWise Bancorp positions in Q4 2025 and 1 closed out, a net change of +6 holders.
- The largest FinWise Bancorp buyer in Q4 2025 was BlackRock, an estimated $2.01M added.
- The largest FinWise Bancorp seller in Q4 2025 was Wasatch Advisors, an estimated $2.78M sold.
Based on aggregated 13F filings for Q4 2025.