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FinWise Bancorp
FINW

19 hedge funds and large institutions have $25.4M invested in FinWise Bancorp in 2023 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 8 increasing their positions, 3 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 3

1.59% less ownership

Funds ownership: 24.05% → 22.46% (-1.6%)

11% less capital invested

Capital invested by funds: $28.6M → $25.4M (-$3.23M)

17% less funds holding

Funds holding: 23 → 19 (-4)

80% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 5

Holders
19
Holders Change
-4
Holders Change %
-17.39%
% of All Funds
0.3%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
1
Increased
8
Reduced
3
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BCM
Bridgeway Capital Management
Texas
+$312K
2
AllianceBernstein
AllianceBernstein
Tennessee
+$239K
3
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$180K
4
Vanguard Group
Vanguard Group
Pennsylvania
+$61.2K
5
TC
TownSquare Capital
Utah
+$54.6K

Top Sellers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
-$917K
2
EMFAT
Emerald Mutual Fund Advisers Trust
Pennsylvania
-$879K
3
GGHC
Gilder Gagnon Howe & Co
New York
-$635K
4
EM
ELCO Management
New York
-$265K
5
Citadel Advisors
Citadel Advisors
Florida
-$114K
Name Holding Trade Value Shares
Change 		Change in
Stake
AllianceBernstein
1
AllianceBernstein
Tennessee
$7.86M +$239K +26,236 +3%
BCM
2
Basswood Capital Management
New York
$6.4M – – –
Vanguard Group
3
Vanguard Group
Pennsylvania
$3.18M +$61.2K +6,718 +2%
EMFAT
4
Emerald Mutual Fund Advisers Trust
Pennsylvania
$3.11M -$879K -96,547 -21%
GGHC
5
Gilder Gagnon Howe & Co
New York
$2.47M -$635K -69,732 -20%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$653K – – –
BCM
7
Bridgeway Capital Management
Texas
$595K +$312K +34,240 +103%
SMC
8
Smith, Moore & Co
Missouri
$220K – – –
BlackRock
9
BlackRock
New York
$202K -$282 -31 -0.1%
Dimensional Fund Advisors
10
Dimensional Fund Advisors
Texas
$174K +$180K +19,735 New
TC
11
TownSquare Capital
Utah
$152K +$54.6K +6,000 +54%
Renaissance Technologies
12
Renaissance Technologies
New York
$121K +$10K +1,100 +9%
State Street
13
State Street
Massachusetts
$119K – – –
Northern Trust
14
Northern Trust
Illinois
$102K +$12K +1,313 +13%
UBS Group
15
UBS Group
Switzerland
$20.3K +$11.4K +1,252 +118%
TRCT
16
Tower Research Capital (TRC)
New York
$7K +$4.11K +451 +146%
Morgan Stanley
17
Morgan Stanley
New York
$6.7K – – –
Osaic Holdings
18
Osaic Holdings
Arizona
$1.54K – – –
Wells Fargo
19
Wells Fargo
California
$529 – – –
Goldman Sachs
20
Goldman Sachs
New York
– -$917K -99,077 Closed
EM
21
ELCO Management
New York
– -$265K -28,599 Closed
Citadel Advisors
22
Citadel Advisors
Florida
– -$114K -12,278 Closed
Bank of America
23
Bank of America
North Carolina
– -$148 -16 Closed
JC
24
JCSD Capital
California
– -$93 -10 Closed

FINW Hedge Fund Activity: Q1 2023 in Review

19 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in FinWise Bancorp (FINW) for Q1 2023, worth a combined $25.4M — down 11% from $28.6M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of FINW and 1 opened new positions — a net loss of 4 holders — while 3 trimmed existing stakes and 8 added.

The largest buyer was Bridgeway Capital Management, adding an estimated $312K. The largest seller was Goldman Sachs, exiting entirely with an estimated $917K sold.

  • 19 institutional investors held FinWise Bancorp (FINW) as of Q1 2023, down from 23 in Q4 2022.
  • Funds reported $25.4M of FinWise Bancorp stock for Q1 2023, down 11% quarter-over-quarter.
  • 1 fund opened new FinWise Bancorp positions in Q1 2023 and 5 closed out, a net change of -4 holders.
  • The largest FinWise Bancorp buyer in Q1 2023 was Bridgeway Capital Management, an estimated $312K added.
  • The largest FinWise Bancorp seller in Q1 2023 was Goldman Sachs, an estimated $917K sold.

Based on aggregated 13F filings for Q1 2023.