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FinWise Bancorp
FINW

23 hedge funds and large institutions have $24.1M invested in FinWise Bancorp in 2023 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 8 increasing their positions, 5 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 5

21% more funds holding

Funds holding: 19 → 23 (+4)

1.76% less ownership

Funds ownership: 22.46% → 20.7% (-1.8%)

5% less capital invested

Capital invested by funds: $25.4M → $24.1M (-$1.33M)

Holders
23
Holders Change
+4
Holders Change %
+21.05%
% of All Funds
0.36%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
8
Reduced
5
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
AllianceBernstein
AllianceBernstein
Tennessee
+$353K
2
SCP
Siena Capital Partners
Illinois
+$280K
3
EF
Empowered Funds
Pennsylvania
+$125K
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$65.5K
5
BlackRock
BlackRock
New York
+$26.9K

Top Sellers

Rank Fund Capital Flow
1
BCM
Basswood Capital Management
New York
-$2.43M
2
GGHC
Gilder Gagnon Howe & Co
New York
-$156K
3
EMFAT
Emerald Mutual Fund Advisers Trust
Pennsylvania
-$29.6K
4
UBS Group
UBS Group
Switzerland
-$16K
5
Osaic Holdings
Osaic Holdings
Arizona
-$467
Name Holding Trade Value Shares
Change 		Change in
Stake
AllianceBernstein
1
AllianceBernstein
Tennessee
$8.35M +$353K +41,599 +5%
BCM
2
Basswood Capital Management
New York
$3.94M -$2.43M -286,138 -39%
Vanguard Group
3
Vanguard Group
Pennsylvania
$3.23M – – –
EMFAT
4
Emerald Mutual Fund Advisers Trust
Pennsylvania
$3.13M -$29.6K -3,486 -1%
GGHC
5
Gilder Gagnon Howe & Co
New York
$2.35M -$156K -18,404 -7%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$667K +$3.6K +424 +0.6%
BCM
7
Bridgeway Capital Management
Texas
$609K +$4.21K +496 +0.7%
SCP
8
Siena Capital Partners
Illinois
$295K +$280K +32,966 New
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$246K +$65.5K +7,709 +39%
BlackRock
10
BlackRock
New York
$233K +$26.9K +3,170 +14%
SMC
11
Smith, Moore & Co
Missouri
$224K – – –
TC
12
TownSquare Capital
Utah
$154K – – –
EST
13
EA Series Trust
Pennsylvania
$132K +$125K +14,736 New
EF
14
Empowered Funds
Pennsylvania
$132K +$125K +14,736 New
Renaissance Technologies
15
Renaissance Technologies
New York
$128K +$5.1K +600 +4%
State Street
16
State Street
Massachusetts
$121K – – –
Northern Trust
17
Northern Trust
Illinois
$104K – – –
TRCT
18
Tower Research Capital (TRC)
New York
$8.65K +$1.77K +208 +27%
Morgan Stanley
19
Morgan Stanley
New York
$6.8K – – –
UBS Group
20
UBS Group
Switzerland
$3.78K -$16K -1,887 -82%
Osaic Holdings
21
Osaic Holdings
Arizona
$1.07K -$467 -55 -31%
Wells Fargo
22
Wells Fargo
California
$564 +$25 +3 +5%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
– +$246 +29 New

FINW Hedge Fund Activity: Q2 2023 in Review

23 of the 6,370 institutional investors tracked by Wall St. Rank reported a position in FinWise Bancorp (FINW) for Q2 2023, worth a combined $24.1M — down 5.2% from $25.4M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new FINW positions and 0 closed out — a net gain of 4 holders — while 8 added to existing stakes and 5 trimmed.

The largest buyer was AllianceBernstein, adding an estimated $353K. The largest seller was Basswood Capital Management, cutting an estimated $2.43M.

  • 23 institutional investors held FinWise Bancorp (FINW) as of Q2 2023, up from 19 in Q1 2023.
  • Funds reported $24.1M of FinWise Bancorp stock for Q2 2023, down 5.2% quarter-over-quarter.
  • 4 funds opened new FinWise Bancorp positions in Q2 2023 and 0 closed out, a net change of +4 holders.
  • The largest FinWise Bancorp buyer in Q2 2023 was AllianceBernstein, an estimated $353K added.
  • The largest FinWise Bancorp seller in Q2 2023 was Basswood Capital Management, an estimated $2.43M sold.

Based on aggregated 13F filings for Q2 2023.