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.
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%)
Top Buyers
| 1 |
UBS Group
Zurich,
Switzerland
|
+$6.21M |
| 2 |
BI
Bulldog Investors
Saddle Brook,
New Jersey
|
+$3.11M |
| 3 |
BlackRock
New York
|
+$2.35M |
| 4 |
SFGP
Stonebridge Financial Group (Pennsylvania)
Wormleysburg,
Pennsylvania
|
+$1.68M |
| 5 |
Geode Capital Management
Boston,
Massachusetts
|
+$1.05M |
Top Sellers
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
-$4.05M |
| 2 |
LPL Financial
San Diego,
California
|
-$953K |
| 3 |
Millennium Management
New York
|
-$654K |
| 4 |
FL
Fourthstone LLC
St Louis,
Missouri
|
-$546K |
| 5 |
CCM
Chicago Capital Management
Chicago,
Illinois
|
-$407K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
BWA
101
Basecamp Wealth Advisors
Bellevue,
Washington
| $177 | +$176 | +6 | New |
|
|
RFP
102
Root Financial Partners
Encinitas,
California
| $147 | +$147 | +5 | New |
|
|
SIC
103
SJS Investment Consulting
Sylvania,
Ohio
| $89 | +$88 | +3 | New |
|
|
IA
104
IFP Advisors
Tampa,
Florida
| $88 | – | – | – |
|
|
WPA
105
Wealth Preservation Advisors
Chattanooga,
Tennessee
| $59 | +$59 | +2 | New |
|
|
SS
106
Sunbelt Securities
Houston,
Texas
| $29 | – | – | – |
|
|
KFAS
107
Keating Financial Advisory Services
Manhattan,
Kansas
| $29 | +$29 | +1 | New |
|
|
108
LPL Financial
San Diego,
California
| – | -$953K | -33,971 | Closed |
|
|
FL
109
Fourthstone LLC
St Louis,
Missouri
| – | -$546K | -19,457 | Closed |
|
|
CCM
110
Chicago Capital Management
Chicago,
Illinois
| – | -$407K | -15,069 | Closed |
|
|
CL
111
CSS LLC
Chicago,
Illinois
| – | -$371K | -13,213 | Closed |
|
|
TI
112
Trexquant Investment
Stamford,
Connecticut
| – | -$298K | -10,610 | Closed |
|
|
AB
113
Amalgamated Bank
New York
| – | -$8K | -270 | Closed |
|
|
CA
114
Clearstead Advisors
Cleveland,
Ohio
| – | -$29 | -1 | Closed |
|
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.