We are live on ! Find out more
FINW icon

FinWise Bancorp

56 hedge funds and large institutions have $62.7M invested in FinWise Bancorp in 2026 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 19 increasing their positions, 18 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 18

0% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 7

1.32% less ownership

Funds ownership: 29.45%28.13% (-1.3%)

5% less funds holding

Funds holding: 5956 (-3)

13% less capital invested

Capital invested by funds: $71.8M → $62.7M (-$9.1M)

Holders
56
Holders Change
-3
Holders Change %
-5.08%
% of All Funds
0.69%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
19
Reduced
18
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AllianceBernstein
1
AllianceBernstein
Tennessee
$14.3M +$553K +32,470 +4%
WA
2
Wasatch Advisors
Utah
$9.55M
US Bancorp
3
US Bancorp
Minnesota
$7.44M +$511K +30,000 +7%
BlackRock
4
BlackRock
New York
$7.24M -$1.05M -61,570 -12%
VCM
5
Vanguard Capital Management
Pennsylvania
$6.2M +$6.66M +390,853 New
Geode Capital Management
6
Geode Capital Management
Massachusetts
$3.17M -$112K -6,591 -3%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$1.8M +$48.4K +2,841 +3%
State Street
8
State Street
Massachusetts
$1.39M +$28.3K +1,660 +2%
BCM
9
Bridgeway Capital Management
Texas
$1.33M -$85.1K -5,000 -6%
Northern Trust
10
Northern Trust
Illinois
$1.08M +$39K +2,288 +3%
VFT
11
Vanguard Fiduciary Trust
Pennsylvania
$937K +$1.01M +59,100 New
VPM
12
Vanguard Portfolio Management
Pennsylvania
$865K +$929K +54,563 New
EMFAT
13
Emerald Mutual Fund Advisers Trust
Pennsylvania
$862K
SMC
14
Smith, Moore & Co
Missouri
$603K
Goldman Sachs
15
Goldman Sachs
New York
$591K -$56.6K -3,322 -8%
MCM
16
Militia Capital Management
Texas
$498K +$535K +31,419 New
Renaissance Technologies
17
Renaissance Technologies
New York
$444K +$68.6K +4,026 +17%
TWP
18
Tempus Wealth Planning
California
$444K
Charles Schwab
19
Charles Schwab
California
$391K -$47.2K -2,769 -10%
EWA
20
EP Wealth Advisors
California
$377K +$223K +13,084 +122%
EF
21
Empowered Funds
Pennsylvania
$373K -$85.1K -5,000 -18%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$306K -$19.5K -1,144 -6%
NG
23
Norden Group
Utah
$268K
SI
24
Stephens Inc
Arkansas
$256K
LPL Financial
25
LPL Financial
California
$240K +$41.9K +2,460 +19%

FINW Hedge Fund Activity: Q1 2026 in Review

56 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in FinWise Bancorp (FINW) for Q1 2026, worth a combined $62.7M — down 13% from $71.8M a quarter earlier.

Fund positioning in FINW was balanced in Q1 2026: 7 funds opened new positions, 7 closed out, 19 added to existing stakes and 18 trimmed.

The largest buyer was AllianceBernstein, adding an estimated $553K. The largest seller was Siena Capital Partners, exiting entirely with an estimated $1.64M sold.

  • 56 institutional investors held FinWise Bancorp (FINW) as of Q1 2026, down from 59 in Q4 2025.
  • Funds reported $62.7M of FinWise Bancorp stock for Q1 2026, down 13% quarter-over-quarter.
  • 7 funds opened new FinWise Bancorp positions in Q1 2026 and 7 closed out, a net change of 0 holders.
  • The largest FinWise Bancorp buyer in Q1 2026 was AllianceBernstein, an estimated $553K added.
  • The largest FinWise Bancorp seller in Q1 2026 was Siena Capital Partners, an estimated $1.64M sold.

Based on aggregated 13F filings for Q1 2026.