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FinWise Bancorp
FINW

46 hedge funds and large institutions have $60.1M invested in FinWise Bancorp in 2025 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 16 increasing their positions, 5 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

220% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 5

38% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 13

12% more funds holding

Funds holding: 41 → 46 (+5)

2.12% more ownership

Funds ownership: 28.17% → 30.29% (+2.1%)

8% less capital invested

Capital invested by funds: $65.2M → $60.1M (-$5.12M)

Holders
46
Holders Change
+5
Holders Change %
+12.2%
% of All Funds
0.61%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
18
Increased
16
Reduced
5
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$4.13M
2
Geode Capital Management
Geode Capital Management
Massachusetts
+$1.57M
3
US Bancorp
US Bancorp
Minnesota
+$1.14M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$934K
5
State Street
State Street
Massachusetts
+$796K

Top Sellers

Rank Fund Capital Flow
1
Millennium Management
Millennium Management
New York
-$3.01M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.92M
3
Goldman Sachs
Goldman Sachs
New York
-$703K
4
AllianceBernstein
AllianceBernstein
Tennessee
-$630K
5
Jane Street
Jane Street
New York
-$581K
Name Holding Trade Value Shares
Change 		Change in
Stake
AllianceBernstein
1
AllianceBernstein
Tennessee
$11.5M -$630K -42,925 -5%
WA
2
Wasatch Advisors
Utah
$10.6M – – –
Vanguard Group
3
Vanguard Group
Pennsylvania
$7.29M +$934K +63,642 +15%
US Bancorp
4
US Bancorp
Minnesota
$6.44M +$1.14M +78,000 +22%
BlackRock
5
BlackRock
New York
$5.12M +$4.13M +281,777 +477%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$3.07M +$1.57M +106,683 +109%
SCP
7
Siena Capital Partners
Illinois
$2.06M – – –
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$1.67M +$64.1K +4,366 +4%
BCM
9
Bridgeway Capital Management
Texas
$1.39M +$36K +2,454 +3%
EMFAT
10
Emerald Mutual Fund Advisers Trust
Pennsylvania
$1.28M – – –
MCP
11
Militia Capital Partners
Nevada
$1.12M +$361K +24,601 +49%
State Street
12
State Street
Massachusetts
$1.08M +$796K +54,263 +308%
Northern Trust
13
Northern Trust
Illinois
$1.02M +$731K +49,834 +275%
Susquehanna International Group
14
Susquehanna International Group
Pennsylvania
$911K -$1.92M -130,629 -68%
SMC
15
Smith, Moore & Co
Missouri
$600K +$220K +15,000 +60%
Renaissance Technologies
16
Renaissance Technologies
New York
$563K +$26.4K +1,800 +5%
TWP
17
Tempus Wealth Planning
California
$421K – – –
Charles Schwab
18
Charles Schwab
California
$412K +$402K +27,418 New
GRP
19
Global Retirement Partners
California
$405K +$396K +27,000 New
EF
20
Empowered Funds
Pennsylvania
$398K +$36K +2,454 +10%
UBS Group
21
UBS Group
Switzerland
$365K -$66.3K -4,516 -16%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$266K +$260K +17,701 New
Barclays
23
Barclays
United Kingdom
$257K +$164K +11,151 +187%
ACM
24
Andina Capital Management
Utah
$240K -$440K -30,000 -65%
Morgan Stanley
25
Morgan Stanley
New York
$234K +$167K +11,400 +274%
1
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FINW Hedge Fund Activity: Q2 2025 in Review

46 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in FinWise Bancorp (FINW) for Q2 2025, worth a combined $60.1M — down 7.9% from $65.2M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new FINW positions and 13 closed out — a net gain of 5 holders — while 16 added to existing stakes and 5 trimmed.

The largest buyer was BlackRock, adding an estimated $4.13M. The largest seller was Millennium Management, exiting entirely with an estimated $3.01M sold.

  • 46 institutional investors held FinWise Bancorp (FINW) as of Q2 2025, up from 41 in Q1 2025.
  • Funds reported $60.1M of FinWise Bancorp stock for Q2 2025, down 7.9% quarter-over-quarter.
  • 18 funds opened new FinWise Bancorp positions in Q2 2025 and 13 closed out, a net change of +5 holders.
  • The largest FinWise Bancorp buyer in Q2 2025 was BlackRock, an estimated $4.13M added.
  • The largest FinWise Bancorp seller in Q2 2025 was Millennium Management, an estimated $3.01M sold.

Based on aggregated 13F filings for Q2 2025.