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Norwood Financial Corp

76 hedge funds and large institutions have $78.4M invested in Norwood Financial Corp in 2025 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 28 increasing their positions, 21 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 21

14% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 7

1% more funds holding

Funds holding: 7576 (+1)

4% more capital invested

Capital invested by funds: $75.3M → $78.4M (+$3.07M)

0.82% less ownership

Funds ownership: 33.66%32.84% (-0.82%)

Holders
76
Holders Change
+1
Holders Change %
+1.33%
% of All Funds
1%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
28
Reduced
21
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$15M -$418K -16,712 -3%
Wellington Management Group
2
Wellington Management Group
Massachusetts
$14.3M -$1.9M -75,708 -12%
Vanguard Group
3
Vanguard Group
Pennsylvania
$11.7M +$358K +14,298 +3%
Geode Capital Management
4
Geode Capital Management
Massachusetts
$5.21M +$156K +6,238 +3%
Manulife (Manufacturers Life Insurance)
5
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$4.59M +$3.83K +153 +0.1%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$3.28M +$349K +13,954 +12%
State Street
7
State Street
Massachusetts
$3.12M +$421K +16,801 +16%
Raymond James Financial
8
Raymond James Financial
Florida
$2.31M +$386K +15,408 +21%
Northern Trust
9
Northern Trust
Illinois
$1.82M -$34.3K -1,370 -2%
Cetera Investment Advisers
10
Cetera Investment Advisers
Illinois
$1.59M +$15.1K +604 +1%
JAM
11
Jacobs Asset Management
New York
$1.31M -$232K -9,259 -15%
EMFAT
12
Emerald Mutual Fund Advisers Trust
Pennsylvania
$1.22M
Renaissance Technologies
13
Renaissance Technologies
New York
$1.14M +$22.5K +900 +2%
LPL Financial
14
LPL Financial
California
$929K +$458K +18,275 +103%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$654K +$3.15K +126 +0.5%
Marshall Wace
16
Marshall Wace
United Kingdom
$648K +$630K +25,151 New
Bank of New York Mellon
17
Bank of New York Mellon
New York
$634K +$19.7K +787 +3%
Charles Schwab
18
Charles Schwab
California
$626K +$28.1K +1,121 +5%
EWS
19
Eagle Wealth Strategies
New Jersey
$607K
Morgan Stanley
20
Morgan Stanley
New York
$528K +$15.5K +620 +3%
SFS
21
Strategic Financial Services
New York
$512K
FL
22
Fourthstone LLC
Missouri
$510K +$496K +19,792 New
Barclays
23
Barclays
United Kingdom
$377K +$156K +6,245 +74%
Los Angeles Capital Management
24
Los Angeles Capital Management
California
$363K +$353K +14,085 New
PNC Financial Services Group
25
PNC Financial Services Group
Pennsylvania
$359K +$3.51K +140 +1%

NWFL Hedge Fund Activity: Q2 2025 in Review

76 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Norwood Financial Corp (NWFL) for Q2 2025, worth a combined $78.4M — up 4.1% from $75.3M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new NWFL positions and 7 closed out — a net gain of 1 holder — while 28 added to existing stakes and 21 trimmed.

The largest buyer was Marshall Wace, opening a new position worth an estimated $630K. The largest seller was Wellington Management Group, cutting an estimated $1.9M.

  • 76 institutional investors held Norwood Financial Corp (NWFL) as of Q2 2025, up from 75 in Q1 2025.
  • Funds reported $78.4M of Norwood Financial Corp stock for Q2 2025, up 4.1% quarter-over-quarter.
  • 8 funds opened new Norwood Financial Corp positions in Q2 2025 and 7 closed out, a net change of +1 holder.
  • The largest Norwood Financial Corp buyer in Q2 2025 was Marshall Wace, an estimated $630K added.
  • The largest Norwood Financial Corp seller in Q2 2025 was Wellington Management Group, an estimated $1.9M sold.

Based on aggregated 13F filings for Q2 2025.