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FinWise Bancorp
FINW

36 hedge funds and large institutions have $55.1M invested in FinWise Bancorp in 2024 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 16 increasing their positions, 3 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

433% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 3

167% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 3

16% more funds holding

Funds holding: 31 → 36 (+5)

7% more capital invested

Capital invested by funds: $51.4M → $55.1M (+$3.73M)

1.17% more ownership

Funds ownership: 24.94% → 26.11% (+1.2%)

Holders
36
Holders Change
+5
Holders Change %
+16.13%
% of All Funds
0.47%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
16
Reduced
3
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
WA
Wasatch Advisors
Utah
+$3.94M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$1.27M
3
Millennium Management
Millennium Management
New York
+$723K
4
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$448K
5
UBS Group
UBS Group
Switzerland
+$399K

Top Sellers

Rank Fund Capital Flow
1
MI
M3F Inc
Utah
-$4.19M
2
AllianceBernstein
AllianceBernstein
Tennessee
-$1.05M
3
LPL Financial
LPL Financial
California
-$165K
4
GGHC
Gilder Gagnon Howe & Co
New York
-$119K
5
Renaissance Technologies
Renaissance Technologies
New York
-$30.6K
Name Holding Trade Value Shares
Change 		Change in
Stake
AllianceBernstein
1
AllianceBernstein
Tennessee
$15.7M -$1.05M -61,668 -6%
WA
2
Wasatch Advisors
Utah
$10.1M +$3.94M +231,405 +58%
Vanguard Group
3
Vanguard Group
Pennsylvania
$6.67M +$22.2K +1,306 +0.3%
US Bancorp
4
US Bancorp
Minnesota
$5.61M – – –
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$1.97M +$1.27M +74,821 +155%
SCP
6
Siena Capital Partners
Illinois
$1.82M – – –
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$1.57M +$2.31K +136 +0.1%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$1.49M +$31K +1,820 +2%
BCM
9
Bridgeway Capital Management
Texas
$1.4M +$17.2K +1,013 +1%
EMFAT
10
Emerald Mutual Fund Advisers Trust
Pennsylvania
$1.37M – – –
Qube Research & Technologies (QRT)
11
Qube Research & Technologies (QRT)
United Kingdom
$845K +$448K +26,316 +99%
Renaissance Technologies
12
Renaissance Technologies
New York
$746K -$30.6K -1,800 -4%
BlackRock
13
BlackRock
New York
$737K +$135K +7,907 +21%
Millennium Management
14
Millennium Management
New York
$679K +$723K +42,511 New
SMC
15
Smith, Moore & Co
Missouri
$400K – – –
UBS Group
16
UBS Group
Switzerland
$375K +$399K +23,441 +2,344,100%
EF
17
Empowered Funds
Pennsylvania
$359K +$17.2K +1,013 +5%
6CM
18
683 Capital Management
New York
$310K +$331K +19,430 New
GGHC
19
Gilder Gagnon Howe & Co
New York
$304K -$119K -7,000 -27%
State Street
20
State Street
Massachusetts
$267K +$40.8K +2,400 +17%
SSA
21
Schonfeld Strategic Advisors
New York
$264K +$281K +16,530 New
Northern Trust
22
Northern Trust
Illinois
$260K +$54.1K +3,179 +24%
TC
23
TownSquare Capital
Utah
$227K – – –
NG
24
Norden Group
Utah
$227K – – –
Goldman Sachs
25
Goldman Sachs
New York
$224K +$239K +14,021 New
1
2

FINW Hedge Fund Activity: Q4 2024 in Review

36 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in FinWise Bancorp (FINW) for Q4 2024, worth a combined $55.1M — up 7.3% from $51.4M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new FINW positions and 3 closed out — a net gain of 5 holders — while 16 added to existing stakes and 3 trimmed.

The largest buyer was Wasatch Advisors, adding an estimated $3.94M. The largest seller was M3F Inc, exiting entirely with an estimated $4.19M sold.

  • 36 institutional investors held FinWise Bancorp (FINW) as of Q4 2024, up from 31 in Q3 2024.
  • Funds reported $55.1M of FinWise Bancorp stock for Q4 2024, up 7.3% quarter-over-quarter.
  • 8 funds opened new FinWise Bancorp positions in Q4 2024 and 3 closed out, a net change of +5 holders.
  • The largest FinWise Bancorp buyer in Q4 2024 was Wasatch Advisors, an estimated $3.94M added.
  • The largest FinWise Bancorp seller in Q4 2024 was M3F Inc, an estimated $4.19M sold.

Based on aggregated 13F filings for Q4 2024.