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FinWise Bancorp

41 hedge funds and large institutions have $65.2M invested in FinWise Bancorp in 2025 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 17 increasing their positions, 7 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

143% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 7

100% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 5

18% more capital invested

Capital invested by funds: $55.1M → $65.2M (+$10.1M)

14% more funds holding

Funds holding: 3641 (+5)

2.06% more ownership

Funds ownership: 26.11%28.17% (+2.1%)

Holders
41
Holders Change
+5
Holders Change %
+13.89%
% of All Funds
0.55%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
17
Reduced
7
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AllianceBernstein
1
AllianceBernstein
Tennessee
$14.2M -$3.13M -174,519 -18%
WA
2
Wasatch Advisors
Utah
$12.3M +$1.34M +74,710 +12%
Vanguard Group
3
Vanguard Group
Pennsylvania
$7.39M +$83.9K +4,685 +1%
US Bancorp
4
US Bancorp
Minnesota
$6.15M
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$3.35M +$1.22M +68,276 +55%
Millennium Management
6
Millennium Management
New York
$3.01M +$2.31M +129,136 +304%
SCP
7
Siena Capital Partners
Illinois
$2.4M +$419K +23,405 +21%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$1.88M +$163K +9,113 +9%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$1.71M +$75.4K +4,212 +5%
BCM
10
Bridgeway Capital Management
Texas
$1.58M +$46.4K +2,591 +3%
EMFAT
11
Emerald Mutual Fund Advisers Trust
Pennsylvania
$1.5M
BlackRock
12
BlackRock
New York
$1.03M +$232K +12,953 +28%
MCP
13
Militia Capital Partners
Nevada
$876K +$890K +49,700 +16,567%
ACM
14
Andina Capital Management
Utah
$805K +$824K +46,000 New
Goldman Sachs
15
Goldman Sachs
New York
$703K +$468K +26,115 +186%
Renaissance Technologies
16
Renaissance Technologies
New York
$625K -$197K -11,000 -24%
Jane Street
17
Jane Street
New York
$581K +$374K +20,866 +169%
UBS Group
18
UBS Group
Switzerland
$505K +$96.9K +5,411 +23%
TWP
19
Tempus Wealth Planning
California
$491K +$502K +28,022 New
SMC
20
Smith, Moore & Co
Missouri
$438K
EF
21
Empowered Funds
Pennsylvania
$421K +$28.5K +1,591 +7%
Qube Research & Technologies (QRT)
22
Qube Research & Technologies (QRT)
United Kingdom
$347K -$593K -33,087 -63%
Northern Trust
23
Northern Trust
Illinois
$317K +$32.8K +1,833 +11%
HF
24
HRT Financial
New York
$315K +$323K +18,006 New
State Street
25
State Street
Massachusetts
$308K +$16.7K +930 +6%

FINW Hedge Fund Activity: Q1 2025 in Review

41 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in FinWise Bancorp (FINW) for Q1 2025, worth a combined $65.2M — up 18% from $55.1M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new FINW positions and 5 closed out — a net gain of 5 holders — while 17 added to existing stakes and 7 trimmed.

The largest buyer was Millennium Management, adding an estimated $2.31M. The largest seller was AllianceBernstein, cutting an estimated $3.13M.

  • 41 institutional investors held FinWise Bancorp (FINW) as of Q1 2025, up from 36 in Q4 2024.
  • Funds reported $65.2M of FinWise Bancorp stock for Q1 2025, up 18% quarter-over-quarter.
  • 10 funds opened new FinWise Bancorp positions in Q1 2025 and 5 closed out, a net change of +5 holders.
  • The largest FinWise Bancorp buyer in Q1 2025 was Millennium Management, an estimated $2.31M added.
  • The largest FinWise Bancorp seller in Q1 2025 was AllianceBernstein, an estimated $3.13M sold.

Based on aggregated 13F filings for Q1 2025.