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Norwood Financial Corp
NWFL

107 hedge funds and large institutions have $131M invested in Norwood Financial Corp in 2026 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 45 increasing their positions, 19 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 8

137% more repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 19

21% more capital invested

Capital invested by funds: $108M → $131M (+$22.9M)

11% more funds holding

Funds holding: 96 → 107 (+11)

0.71% less ownership

Funds ownership: 41.47% → 40.76% (-0.71%)

Holders
107
Holders Change
+11
Holders Change %
+11.46%
% of All Funds
1.32%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
20
Increased
45
Reduced
19
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
UBS Group
Switzerland
+$6.21M
2
BI
Bulldog Investors
New Jersey
+$3.11M
3
BlackRock
BlackRock
New York
+$2.35M
4
SFGP
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
+$1.68M
5
Geode Capital Management
Geode Capital Management
Massachusetts
+$1.05M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$4.05M
2
LPL Financial
LPL Financial
California
-$953K
3
Millennium Management
Millennium Management
New York
-$654K
4
FL
Fourthstone LLC
Missouri
-$546K
5
CCM
Chicago Capital Management
Illinois
-$407K
Name Holding Trade Value Shares
Change 		Change in
Stake
Wellington Management Group
1
Wellington Management Group
Massachusetts
$22.1M -$4.05M -138,021 -16%
BlackRock
2
BlackRock
New York
$19.4M +$2.35M +80,101 +14%
VCM
3
Vanguard Capital Management
Pennsylvania
$12.6M +$12.6M +428,058 New
UBS Group
4
UBS Group
Switzerland
$7.05M +$6.21M +211,408 +748%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$6.99M +$1.05M +35,794 +18%
Manulife (Manufacturers Life Insurance)
6
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$5.15M -$51K -1,735 -1%
CWG
7
Cornerstone Wealth Group
North Carolina
$5.03M -$131K -4,466 -3%
BI
8
Bulldog Investors
New Jersey
$5M +$3.11M +105,855 +165%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$4.59M +$624K +21,248 +16%
State Street
10
State Street
Massachusetts
$4.17M +$228K +7,761 +6%
Raymond James Financial
11
Raymond James Financial
Florida
$2.89M +$70.6K +2,404 +3%
Northern Trust
12
Northern Trust
Illinois
$2.34M +$388K +13,204 +20%
VFT
13
Vanguard Fiduciary Trust
Pennsylvania
$1.96M +$1.96M +66,776 New
Renaissance Technologies
14
Renaissance Technologies
New York
$1.93M +$285K +9,720 +17%
Cetera Investment Advisers
15
Cetera Investment Advisers
Illinois
$1.82M +$9.57K +326 +0.5%
SFGP
16
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$1.68M +$1.68M +57,228 New
VPM
17
Vanguard Portfolio Management
Pennsylvania
$1.68M +$1.68M +57,223 New
SBH
18
Segall Bryant & Hamill
Illinois
$1.64M -$3.2K -109 -0.2%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$1.44M +$718K +24,429 +100%
Marshall Wace
20
Marshall Wace
United Kingdom
$1.21M +$47.2K +1,608 +4%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$1.12M +$65.6K +2,233 +6%
Los Angeles Capital Management
22
Los Angeles Capital Management
California
$1.08M +$503K +17,129 +87%
Squarepoint
23
Squarepoint
New York
$1.07M +$524K +17,851 +96%
Morgan Stanley
24
Morgan Stanley
New York
$1.04M +$349K +11,876 +51%
Connor, Clark & Lunn Investment Management (CC&L)
25
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$977K +$704K +23,952 +259%
1
2 3 4 5

NWFL Hedge Fund Activity: Q1 2026 in Review

107 of the 8,125 institutional investors tracked by Wall St. Rank reported a position in Norwood Financial Corp (NWFL) for Q1 2026, worth a combined $131M — up 21% from $108M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new NWFL positions and 8 closed out — a net gain of 12 holders — while 45 added to existing stakes and 19 trimmed.

The largest buyer was UBS Group, adding an estimated $6.21M. The largest seller was Wellington Management Group, cutting an estimated $4.05M.

  • 107 institutional investors held Norwood Financial Corp (NWFL) as of Q1 2026, up from 96 in Q4 2025.
  • Funds reported $131M of Norwood Financial Corp stock for Q1 2026, up 21% quarter-over-quarter.
  • 20 funds opened new Norwood Financial Corp positions in Q1 2026 and 8 closed out, a net change of +12 holders.
  • The largest Norwood Financial Corp buyer in Q1 2026 was UBS Group, an estimated $6.21M added.
  • The largest Norwood Financial Corp seller in Q1 2026 was Wellington Management Group, an estimated $4.05M sold.

Based on aggregated 13F filings for Q1 2026.