FinWise Bancorp
FINW
23 hedge funds and large institutions have $22.4M invested in FinWise Bancorp in 2023 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 11 increasing their positions, 7 reducing their positions, and 3 closing their positions.
57% more repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 7
33% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 3
0% more funds holding
Funds holding: 23 → 23 (0)
0.32% less ownership
Funds ownership: 20.7% → 20.38% (-0.32%)
35% less capital inflows, than outflows
Capital inflows: $1.44M | Capital outflows: $2.19M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Siena Capital Partners
Chicago,
Illinois
|
+$603K |
| 2 |
AllianceBernstein
Nashville,
Tennessee
|
+$264K |
| 3 |
Bridgeway Capital Management
Houston,
Texas
|
+$112K |
| 4 |
Dimensional Fund Advisors
Austin,
Texas
|
+$77.4K |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$29K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Basswood Capital Management
New York
|
-$1.84M |
| 2 |
Northern Trust
Chicago,
Illinois
|
-$104K |
| 3 |
Gilder Gagnon Howe & Co
New York
|
-$101K |
| 4 |
Geode Capital Management
Boston,
Massachusetts
|
-$74.8K |
| 5 |
Emerald Mutual Fund Advisers Trust
Leola,
Pennsylvania
|
-$47.2K |
FINW Hedge Fund Activity: Q3 2023 in Review
23 of the 6,316 institutional investors tracked by Wall St. Rank reported a position in FinWise Bancorp (FINW) for Q3 2023, worth a combined $22.4M — down 6.8% from $24.1M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new FINW positions and 3 closed out — a net gain of 1 holder — while 11 added to existing stakes and 7 trimmed.
The largest buyer was Siena Capital Partners, adding an estimated $603K. The largest seller was Basswood Capital Management, cutting an estimated $1.84M.
- 23 institutional investors held FinWise Bancorp (FINW) as of Q3 2023, unchanged from Q2 2023.
- Funds reported $22.4M of FinWise Bancorp stock for Q3 2023, down 6.8% quarter-over-quarter.
- 4 funds opened new FinWise Bancorp positions in Q3 2023 and 3 closed out, a net change of +1 holder.
- The largest FinWise Bancorp buyer in Q3 2023 was Siena Capital Partners, an estimated $603K added.
- The largest FinWise Bancorp seller in Q3 2023 was Basswood Capital Management, an estimated $1.84M sold.
Based on aggregated 13F filings for Q3 2023.