FinWise Bancorp
FINW
56 hedge funds and large institutions have $62.7M invested in FinWise Bancorp in 2026 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 19 increasing their positions, 18 reducing their positions, and 7 closing their positions.
6% more repeat investments, than reductions
Existing positions increased: 19 | Existing positions reduced: 18
0% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 7
1.32% less ownership
Funds ownership: 29.45% → 28.13% (-1.3%)
5% less funds holding
Funds holding: 59 → 56 (-3)
13% less capital invested
Capital invested by funds: $71.8M → $62.7M (-$9.1M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AllianceBernstein
Nashville,
Tennessee
|
+$553K |
| 2 |
US Bancorp
Minneapolis,
Minnesota
|
+$511K |
| 3 |
EWA
EP Wealth Advisors
Torrance,
California
|
+$223K |
| 4 |
GC
Globeflex Capital
San Diego,
California
|
+$169K |
| 5 |
Los Angeles Capital Management
Los Angeles,
California
|
+$105K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SCP
Siena Capital Partners
Chicago,
Illinois
|
-$1.64M |
| 2 |
BlackRock
New York
|
-$1.05M |
| 3 |
Millennium Management
New York
|
-$224K |
| 4 |
Barclays
London,
United Kingdom
|
-$163K |
| 5 |
Wells Fargo
San Francisco,
California
|
-$117K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
C
51
Covestor
London,
United Kingdom
| $1K | +$85 | +5 | +19% |
|
52
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $587 | +$341 | +20 | +118% |
|
53
Fidelity Investments
Boston,
Massachusetts
| $190 | -$1.04K | -61 | -84% |
|
|
AF
54
Allworth Financial
Folsom,
California
| $32 | +$34 | +2 | New |
|
|
EWA
55
EverSource Wealth Advisors
Birmingham,
Alabama
| $32 | +$34 | +2 | New |
|
|
EP
56
Essential Partners
Rancho Santa Fe,
California
| $16 | – | – | – |
|
|
SCP
57
Siena Capital Partners
Chicago,
Illinois
| – | -$1.64M | -91,588 | Closed |
|
|
58
Millennium Management
New York
| – | -$224K | -12,496 | Closed |
|
|
MIM
59
MetLife Investment Management
Whippany,
New Jersey
| – | -$110K | -6,140 | Closed |
|
60
Bank of America
Charlotte,
North Carolina
| – | -$106K | -5,915 | Closed |
|
|
AB
61
Amalgamated Bank
New York
| – | -$5K | -292 | Closed |
|
|
VWWMG
62
Vermillion & White Wealth Management Group
Phoenixville,
Pennsylvania
| – | -$2.69K | -150 | Closed |
|
|
TFA
63
Transamerica Financial Advisors
St. Petersburg,
Florida
| – | -$1.22K | -68 | Closed |
|
FINW Hedge Fund Activity: Q1 2026 in Review
56 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in FinWise Bancorp (FINW) for Q1 2026, worth a combined $62.7M — down 13% from $71.8M a quarter earlier.
Fund positioning in FINW was balanced in Q1 2026: 7 funds opened new positions, 7 closed out, 19 added to existing stakes and 18 trimmed.
The largest buyer was AllianceBernstein, adding an estimated $553K. The largest seller was Siena Capital Partners, exiting entirely with an estimated $1.64M sold.
- 56 institutional investors held FinWise Bancorp (FINW) as of Q1 2026, down from 59 in Q4 2025.
- Funds reported $62.7M of FinWise Bancorp stock for Q1 2026, down 13% quarter-over-quarter.
- 7 funds opened new FinWise Bancorp positions in Q1 2026 and 7 closed out, a net change of 0 holders.
- The largest FinWise Bancorp buyer in Q1 2026 was AllianceBernstein, an estimated $553K added.
- The largest FinWise Bancorp seller in Q1 2026 was Siena Capital Partners, an estimated $1.64M sold.
Based on aggregated 13F filings for Q1 2026.