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FinWise Bancorp

30 hedge funds and large institutions have $29.8M invested in FinWise Bancorp in 2024 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 9 increasing their positions, 13 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% more capital invested

Capital invested by funds: $28.4M → $29.8M (+$1.36M)

0.75% more ownership

Funds ownership: 22.05%22.8% (+0.75%)

6% less funds holding

Funds holding: 3230 (-2)

31% less repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 13

50% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 4

Holders
30
Holders Change
-2
Holders Change %
-6.25%
% of All Funds
0.43%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
9
Reduced
13
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AllianceBernstein
1
AllianceBernstein
Tennessee
$10.1M +$552K +53,882 +6%
Vanguard Group
2
Vanguard Group
Pennsylvania
$4.07M +$222K +21,689 +6%
US Bancorp
3
US Bancorp
Minnesota
$3.58M
MI
4
M3F Inc
Utah
$2.85M +$2.29M +223,320 +404%
SCP
5
Siena Capital Partners
Illinois
$1.16M
BCM
6
Bridgeway Capital Management
Texas
$960K +$14.7K +1,440 +2%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$958K +$197K +19,235 +26%
EMFAT
8
Emerald Mutual Fund Advisers Trust
Pennsylvania
$872K -$113K -11,024 -11%
GGHC
9
Gilder Gagnon Howe & Co
New York
$776K -$1.28M -125,077 -62%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$769K +$16.8K +1,638 +2%
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
$527K -$219K -21,386 -29%
Renaissance Technologies
12
Renaissance Technologies
New York
$479K -$24.6K -2,400 -5%
BlackRock
13
BlackRock
New York
$341K -$124K -12,086 -27%
Millennium Management
14
Millennium Management
New York
$292K -$209K -20,412 -42%
Jane Street
15
Jane Street
New York
$262K -$52.9K -5,162 -17%
SMC
16
Smith, Moore & Co
Missouri
$255K
FIA
17
Foundations Investment Advisors
Arizona
$221K +$221K +21,600 New
EF
18
Empowered Funds
Pennsylvania
$208K +$14.7K +1,440 +8%
Citadel Advisors
19
Citadel Advisors
Florida
$207K +$208K +20,288 New
TC
20
TownSquare Capital
Utah
$148K +$2.58K +252 +2%
State Street
21
State Street
Massachusetts
$146K
NG
22
Norden Group
Utah
$145K
GWM
23
Greenwich Wealth Management
Connecticut
$143K
Northern Trust
24
Northern Trust
Illinois
$134K +$10.6K +1,033 +9%
LPL Financial
25
LPL Financial
California
$108K -$15.4K -1,500 -12%

FINW Hedge Fund Activity: Q2 2024 in Review

30 of the 6,925 institutional investors tracked by Wall St. Rank reported a position in FinWise Bancorp (FINW) for Q2 2024, worth a combined $29.8M — up 4.8% from $28.4M a quarter earlier.

Sellers outnumbered buyers: 4 funds closed out of FINW and 2 opened new positions — a net loss of 2 holders — while 13 trimmed existing stakes and 9 added.

The largest buyer was M3F Inc, adding an estimated $2.29M. The largest seller was Gilder Gagnon Howe & Co, cutting an estimated $1.28M.

  • 30 institutional investors held FinWise Bancorp (FINW) as of Q2 2024, down from 32 in Q1 2024.
  • Funds reported $29.8M of FinWise Bancorp stock for Q2 2024, up 4.8% quarter-over-quarter.
  • 2 funds opened new FinWise Bancorp positions in Q2 2024 and 4 closed out, a net change of -2 holders.
  • The largest FinWise Bancorp buyer in Q2 2024 was M3F Inc, an estimated $2.29M added.
  • The largest FinWise Bancorp seller in Q2 2024 was Gilder Gagnon Howe & Co, an estimated $1.28M sold.

Based on aggregated 13F filings for Q2 2024.