We are live on ! Find out more
FINW icon

FinWise Bancorp
FINW

32 hedge funds and large institutions have $28.4M invested in FinWise Bancorp in 2024 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 12 increasing their positions, 6 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 6

0.72% less ownership

Funds ownership: 22.77% → 22.05% (-0.72%)

3% less funds holding

Funds holding: 33 → 32 (-1)

13% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 8

30% less capital invested

Capital invested by funds: $40.7M → $28.4M (-$12.3M)

Holders
32
Holders Change
-1
Holders Change %
-3.03%
% of All Funds
0.46%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
12
Reduced
6
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$853K
2
MI
M3F Inc
Utah
+$646K
3
Millennium Management
Millennium Management
New York
+$317K
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$286K
5
Vanguard Group
Vanguard Group
Pennsylvania
+$286K

Top Sellers

Rank Fund Capital Flow
1
EMFAT
Emerald Mutual Fund Advisers Trust
Pennsylvania
-$1.7M
2
EI
EAM Investors
California
-$571K
3
GGHC
Gilder Gagnon Howe & Co
New York
-$525K
4
Osaic Holdings
Osaic Holdings
Arizona
-$492K
5
6CM
683 Capital Management
New York
-$285K
Name Holding Trade Value Shares
Change 		Change in
Stake
AllianceBernstein
1
AllianceBernstein
Tennessee
$9.38M -$187K -16,052 -2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$3.79M +$286K +24,457 +7%
US Bancorp
3
US Bancorp
Minnesota
$3.53M – – –
GGHC
4
Gilder Gagnon Howe & Co
New York
$2.02M -$525K -44,929 -18%
SCP
5
Siena Capital Partners
Illinois
$1.14M – – –
EMFAT
6
Emerald Mutual Fund Advisers Trust
Pennsylvania
$969K -$1.7M -145,516 -60%
BCM
7
Bridgeway Capital Management
Texas
$931K +$130K +11,100 +14%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$750K +$286K +24,479 +49%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$740K +$42.9K +3,674 +5%
Susquehanna International Group
10
Susquehanna International Group
Pennsylvania
$734K +$853K +73,001 New
MI
11
M3F Inc
Utah
$556K +$646K +55,326 New
Renaissance Technologies
12
Renaissance Technologies
New York
$495K +$26.9K +2,300 +5%
Millennium Management
13
Millennium Management
New York
$493K +$317K +27,119 +124%
BlackRock
14
BlackRock
New York
$457K +$152K +13,031 +40%
Jane Street
15
Jane Street
New York
$310K +$121K +10,370 +51%
GC
16
Globeflex Capital
California
$275K +$281K +24,094 +730%
SMC
17
Smith, Moore & Co
Missouri
$251K – – –
EF
18
Empowered Funds
Pennsylvania
$190K +$16.4K +1,400 +8%
Goldman Sachs
19
Goldman Sachs
New York
$165K +$60K +5,134 +45%
QC
20
Quadrature Capital
United Kingdom
$164K +$191K +16,311 New
State Street
21
State Street
Massachusetts
$144K – – –
NG
22
Norden Group
Utah
$143K – – –
TC
23
TownSquare Capital
Utah
$143K – – –
GWM
24
Greenwich Wealth Management
Connecticut
$141K +$164K +14,000 New
Citigroup
25
Citigroup
New York
$130K -$40.7K -3,485 -21%
1
2

FINW Hedge Fund Activity: Q1 2024 in Review

32 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in FinWise Bancorp (FINW) for Q1 2024, worth a combined $28.4M — down 30% from $40.7M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of FINW and 7 opened new positions — a net loss of 1 holder — while 6 trimmed existing stakes and 12 added.

The largest buyer was Susquehanna International Group, opening a new position worth an estimated $853K. The largest seller was Emerald Mutual Fund Advisers Trust, cutting an estimated $1.7M.

  • 32 institutional investors held FinWise Bancorp (FINW) as of Q1 2024, down from 33 in Q4 2023.
  • Funds reported $28.4M of FinWise Bancorp stock for Q1 2024, down 30% quarter-over-quarter.
  • 7 funds opened new FinWise Bancorp positions in Q1 2024 and 8 closed out, a net change of -1 holder.
  • The largest FinWise Bancorp buyer in Q1 2024 was Susquehanna International Group, an estimated $853K added.
  • The largest FinWise Bancorp seller in Q1 2024 was Emerald Mutual Fund Advisers Trust, an estimated $1.7M sold.

Based on aggregated 13F filings for Q1 2024.