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Norwood Financial Corp

86 hedge funds and large institutions have $85.7M invested in Norwood Financial Corp in 2025 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 28 increasing their positions, 22 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 5

27% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 22

13% more funds holding

Funds holding: 7686 (+10)

9% more capital invested

Capital invested by funds: $78.4M → $85.7M (+$7.33M)

3.58% more ownership

Funds ownership: 32.84%36.42% (+3.6%)

Holders
86
Holders Change
+10
Holders Change %
+13.16%
% of All Funds
1.13%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
15
Increased
28
Reduced
22
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Wellington Management Group
1
Wellington Management Group
Massachusetts
$16.1M +$2.03M +79,394 +14%
BlackRock
2
BlackRock
New York
$14.6M -$158K -6,179 -1%
Vanguard Group
3
Vanguard Group
Pennsylvania
$11.2M -$389K -15,235 -3%
Geode Capital Management
4
Geode Capital Management
Massachusetts
$5.11M -$22.6K -887 -0.4%
CWG
5
Cornerstone Wealth Group
North Carolina
$4.68M +$4.7M +184,064 New
Manulife (Manufacturers Life Insurance)
6
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$4.51M -$11.6K -453 -0.3%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$3.39M +$157K +6,148 +5%
State Street
8
State Street
Massachusetts
$3.11M +$39K +1,529 +1%
Raymond James Financial
9
Raymond James Financial
Florida
$2.35M +$76.7K +3,006 +3%
FL
10
Fourthstone LLC
Missouri
$2.13M +$1.63M +63,972 +323%
Northern Trust
11
Northern Trust
Illinois
$1.82M +$20.7K +811 +1%
Cetera Investment Advisers
12
Cetera Investment Advisers
Illinois
$1.57M +$1.05K +41 +0.1%
Renaissance Technologies
13
Renaissance Technologies
New York
$1.22M +$90.6K +3,550 +8%
EMFAT
14
Emerald Mutual Fund Advisers Trust
Pennsylvania
$1.12M -$84.2K -3,300 -7%
LPL Financial
15
LPL Financial
California
$932K +$15.3K +600 +2%
Marshall Wace
16
Marshall Wace
United Kingdom
$898K +$259K +10,165 +40%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$646K +$1.38K +54 +0.2%
Charles Schwab
18
Charles Schwab
California
$617K
Citadel Advisors
19
Citadel Advisors
Florida
$605K +$607K +23,797 New
Bank of New York Mellon
20
Bank of New York Mellon
New York
$603K -$21.8K -854 -3%
EWS
21
Eagle Wealth Strategies
New Jersey
$598K
SFS
22
Strategic Financial Services
New York
$504K
Los Angeles Capital Management
23
Los Angeles Capital Management
California
$358K
Morgan Stanley
24
Morgan Stanley
New York
$358K -$164K -6,411 -31%
MA
25
Minerva Advisors
Pennsylvania
$348K

NWFL Hedge Fund Activity: Q3 2025 in Review

86 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in Norwood Financial Corp (NWFL) for Q3 2025, worth a combined $85.7M — up 9.4% from $78.4M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new NWFL positions and 5 closed out — a net gain of 10 holders — while 28 added to existing stakes and 22 trimmed.

The largest buyer was Cornerstone Wealth Group, opening a new position worth an estimated $4.7M. The largest seller was Jacobs Asset Management, exiting entirely with an estimated $1.31M sold.

  • 86 institutional investors held Norwood Financial Corp (NWFL) as of Q3 2025, up from 76 in Q2 2025.
  • Funds reported $85.7M of Norwood Financial Corp stock for Q3 2025, up 9.4% quarter-over-quarter.
  • 15 funds opened new Norwood Financial Corp positions in Q3 2025 and 5 closed out, a net change of +10 holders.
  • The largest Norwood Financial Corp buyer in Q3 2025 was Cornerstone Wealth Group, an estimated $4.7M added.
  • The largest Norwood Financial Corp seller in Q3 2025 was Jacobs Asset Management, an estimated $1.31M sold.

Based on aggregated 13F filings for Q3 2025.