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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
Osaic Holdings
76
Osaic Holdings
Arizona
$28.2K – – –
Legal & General Group
77
Legal & General Group
United Kingdom
$23.5K – – –
UBS AM
78
UBS AM
Illinois
$21.7K +$17K +579 +366%
SOADOR
79
State of Alaska Department of Revenue
Alaska
$18K – – –
AIP
80
Ameritas Investment Partners
Nebraska
$17.9K – – –
California State Teachers Retirement System (CalSTRS)
81
California State Teachers Retirement System (CalSTRS)
California
$15.9K +$352 +12 +2%
TCM
82
Triumph Capital Management
Colorado
$14.7K – – –
Citigroup
83
Citigroup
New York
$13.8K +$2.44K +83 +22%
SHIM
84
Stone House Investment Management
Pennsylvania
$11.1K – – –
SCM
85
Sterling Capital Management
North Carolina
$9.06K -$5.52K -188 -38%
ASN
86
Advisory Services Network
Georgia
$8.83K +$8.81K +300 New
Fidelity Investments
87
Fidelity Investments
Massachusetts
$7.26K -$8.63K -294 -54%
EP
88
Essential Partners
California
$3.79K +$59 +2 +2%
Optiver Holding
89
Optiver Holding
Netherlands
$3.06K -$705 -24 -19%
HCA
90
Harbor Capital Advisors
Illinois
$3K +$1.67K +57 +116%
NA
91
NewEdge Advisors
Louisiana
$2.56K – – –
GI
92
GAMMA Investing
California
$2.5K +$470 +16 +23%
EWA
93
EverSource Wealth Advisors
Alabama
$1.06K +$294 +10 +38%
SS
94
SBI Securities
Japan
$1.06K +$911 +31 +620%
MCM
95
MAI Capital Management
Ohio
$1.03K +$999 +34 +3,400%
SFG
96
Strive Financial Group
Indiana
$1K – – –
PCFFS
97
Pacific Center for Financial Services
California
$913 – – –
AF
98
Allworth Financial
California
$795 +$352 +12 +80%
RIL
99
Rothschild Investment LLC
Illinois
$441 +$441 +15 New
TWD
100
True Wealth Design
Ohio
$412 – – –
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.