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Norwood Financial Corp

75 hedge funds and large institutions have $75.3M invested in Norwood Financial Corp in 2025 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 24 increasing their positions, 23 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

350% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 2

10% more funds holding

Funds holding: 6875 (+7)

4% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 23

0.4% less ownership

Funds ownership: 34.06%33.66% (-0.4%)

11% less capital invested

Capital invested by funds: $84.2M → $75.3M (-$8.9M)

Holders
75
Holders Change
+7
Holders Change %
+10.29%
% of All Funds
1.01%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
24
Reduced
23
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Wellington Management Group
1
Wellington Management Group
Massachusetts
$15.2M +$328K +12,815 +2%
BlackRock
2
BlackRock
New York
$14.4M +$170K +6,638 +1%
Vanguard Group
3
Vanguard Group
Pennsylvania
$10.7M +$1.38M +53,787 +14%
Geode Capital Management
4
Geode Capital Management
Massachusetts
$4.73M +$748K +29,170 +18%
Manulife (Manufacturers Life Insurance)
5
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$4.3M -$3.31K -129 -0.1%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$2.74M +$165K +6,421 +6%
State Street
7
State Street
Massachusetts
$2.52M +$133K +5,200 +5%
Raymond James Financial
8
Raymond James Financial
Florida
$1.79M +$583K +22,764 +44%
Northern Trust
9
Northern Trust
Illinois
$1.74M +$152K +5,939 +9%
Cetera Investment Advisers
10
Cetera Investment Advisers
Illinois
$1.48M -$357K -13,929 -19%
JAM
11
Jacobs Asset Management
New York
$1.45M -$36.5K -1,423 -2%
EC
12
EJF Capital
Virginia
$1.28M -$646K -25,198 -32%
EMFAT
13
Emerald Mutual Fund Advisers Trust
Pennsylvania
$1.15M
Renaissance Technologies
14
Renaissance Technologies
New York
$1.05M +$12.8K +500 +1%
AllianceBernstein
15
AllianceBernstein
Tennessee
$847K -$1.07M -41,852 -54%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$610K +$5.02K +196 +0.8%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$575K +$83.3K +3,251 +16%
EWS
18
Eagle Wealth Strategies
New Jersey
$569K
Charles Schwab
19
Charles Schwab
California
$560K +$67.4K +2,628 +13%
JGUA
20
John G. Ullman & Associates
New York
$537K +$87.1K +3,400 +18%
RA
21
Raffles Associates
New York
$483K
Morgan Stanley
22
Morgan Stanley
New York
$480K -$156K -6,079 -23%
SFS
23
Strategic Financial Services
New York
$480K
LPL Financial
24
LPL Financial
California
$430K +$205K +7,992 +82%
BCM
25
Bridgeway Capital Management
Texas
$411K -$89.7K -3,500 -17%

NWFL Hedge Fund Activity: Q1 2025 in Review

75 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Norwood Financial Corp (NWFL) for Q1 2025, worth a combined $75.3M — down 11% from $84.2M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new NWFL positions and 2 closed out — a net gain of 7 holders — while 24 added to existing stakes and 23 trimmed.

The largest buyer was Vanguard Group, adding an estimated $1.38M. The largest seller was AllianceBernstein, cutting an estimated $1.07M.

  • 75 institutional investors held Norwood Financial Corp (NWFL) as of Q1 2025, up from 68 in Q4 2024.
  • Funds reported $75.3M of Norwood Financial Corp stock for Q1 2025, down 11% quarter-over-quarter.
  • 9 funds opened new Norwood Financial Corp positions in Q1 2025 and 2 closed out, a net change of +7 holders.
  • The largest Norwood Financial Corp buyer in Q1 2025 was Vanguard Group, an estimated $1.38M added.
  • The largest Norwood Financial Corp seller in Q1 2025 was AllianceBernstein, an estimated $1.07M sold.

Based on aggregated 13F filings for Q1 2025.