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FinWise Bancorp
FINW

31 hedge funds and large institutions have $51.4M invested in FinWise Bancorp in 2024 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 9 increasing their positions, 7 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

73% more capital invested

Capital invested by funds: $29.8M → $51.4M (+$21.6M)

33% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 3

29% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 7

3% more funds holding

Funds holding: 30 → 31 (+1)

2.14% more ownership

Funds ownership: 22.8% → 24.94% (+2.1%)

Holders
31
Holders Change
+1
Holders Change %
+3.33%
% of All Funds
0.45%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
9
Reduced
7
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
WA
Wasatch Advisors
Utah
+$5.02M
2
AllianceBernstein
AllianceBernstein
Tennessee
+$747K
3
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$335K
4
Vanguard Group
Vanguard Group
Pennsylvania
+$220K
5
Geode Capital Management
Geode Capital Management
Massachusetts
+$206K

Top Sellers

Rank Fund Capital Flow
1
GGHC
Gilder Gagnon Howe & Co
New York
-$630K
2
Millennium Management
Millennium Management
New York
-$292K
3
Jane Street
Jane Street
New York
-$262K
4
Citadel Advisors
Citadel Advisors
Florida
-$207K
5
FIA
Foundations Investment Advisors
Arizona
-$146K
Name Holding Trade Value Shares
Change 		Change in
Stake
AllianceBernstein
1
AllianceBernstein
Tennessee
$16.3M +$747K +59,296 +6%
Vanguard Group
2
Vanguard Group
Pennsylvania
$6.49M +$220K +17,460 +4%
WA
3
Wasatch Advisors
Utah
$6.21M +$5.02M +397,994 New
US Bancorp
4
US Bancorp
Minnesota
$5.48M – – –
MI
5
M3F Inc
Utah
$4.19M -$125K -9,909 -4%
SCP
6
Siena Capital Partners
Illinois
$1.77M – – –
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$1.53M +$50.8K +4,028 +4%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$1.43M +$206K +16,309 +22%
BCM
9
Bridgeway Capital Management
Texas
$1.35M -$93.5K -7,420 -8%
EMFAT
10
Emerald Mutual Fund Advisers Trust
Pennsylvania
$1.33M – – –
Renaissance Technologies
11
Renaissance Technologies
New York
$757K +$20.2K +1,600 +3%
Susquehanna International Group
12
Susquehanna International Group
Pennsylvania
$752K -$42.7K -3,392 -7%
BlackRock
13
BlackRock
New York
$596K +$60.8K +4,828 +14%
Qube Research & Technologies (QRT)
14
Qube Research & Technologies (QRT)
United Kingdom
$415K +$335K +26,587 New
GGHC
15
Gilder Gagnon Howe & Co
New York
$406K -$630K -50,000 -66%
SMC
16
Smith, Moore & Co
Missouri
$390K – – –
EF
17
Empowered Funds
Pennsylvania
$335K +$13.5K +1,072 +5%
State Street
18
State Street
Massachusetts
$223K – – –
TC
19
TownSquare Capital
Utah
$222K -$3.11K -247 -2%
NG
20
Norden Group
Utah
$222K – – –
GWM
21
Greenwich Wealth Management
Connecticut
$218K – – –
Northern Trust
22
Northern Trust
Illinois
$205K – – –
LPL Financial
23
LPL Financial
California
$165K – – –
FIA
24
Foundations Investment Advisors
Arizona
$157K -$146K -11,548 -53%
Citigroup
25
Citigroup
New York
$107K +$35.2K +2,792 +68%
1
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FINW Hedge Fund Activity: Q3 2024 in Review

31 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in FinWise Bancorp (FINW) for Q3 2024, worth a combined $51.4M — up 73% from $29.8M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new FINW positions and 3 closed out — a net gain of 1 holder — while 9 added to existing stakes and 7 trimmed.

The largest buyer was Wasatch Advisors, opening a new position worth an estimated $5.02M. The largest seller was Gilder Gagnon Howe & Co, cutting an estimated $630K.

  • 31 institutional investors held FinWise Bancorp (FINW) as of Q3 2024, up from 30 in Q2 2024.
  • Funds reported $51.4M of FinWise Bancorp stock for Q3 2024, up 73% quarter-over-quarter.
  • 4 funds opened new FinWise Bancorp positions in Q3 2024 and 3 closed out, a net change of +1 holder.
  • The largest FinWise Bancorp buyer in Q3 2024 was Wasatch Advisors, an estimated $5.02M added.
  • The largest FinWise Bancorp seller in Q3 2024 was Gilder Gagnon Howe & Co, an estimated $630K sold.

Based on aggregated 13F filings for Q3 2024.