We are live on ! Find out more
NWFL icon

Norwood Financial Corp

96 hedge funds and large institutions have $108M invested in Norwood Financial Corp in 2025 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 37 increasing their positions, 23 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

250% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 4

61% more repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 23

26% more capital invested

Capital invested by funds: $85.7M → $108M (+$22.1M)

12% more funds holding

Funds holding: 8696 (+10)

5.05% more ownership

Funds ownership: 36.42%41.47% (+5.1%)

Holders
96
Holders Change
+10
Holders Change %
+11.63%
% of All Funds
1.17%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
14
Increased
37
Reduced
23
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Wellington Management Group
1
Wellington Management Group
Massachusetts
$24.9M +$6.93M +254,259 +40%
BlackRock
2
BlackRock
New York
$16.3M +$173K +6,337 +1%
Vanguard Group
3
Vanguard Group
Pennsylvania
$12.6M +$226K +8,274 +2%
Geode Capital Management
4
Geode Capital Management
Massachusetts
$5.66M +$17.7K +650 +0.3%
Manulife (Manufacturers Life Insurance)
5
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$4.96M -$18.7K -687 -0.4%
CWG
6
Cornerstone Wealth Group
North Carolina
$4.8M -$355K -13,013 -7%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$3.78M +$36.8K +1,351 +1%
State Street
8
State Street
Massachusetts
$3.76M +$311K +11,402 +9%
Raymond James Financial
9
Raymond James Financial
Florida
$2.69M +$95.9K +3,517 +4%
Northern Trust
10
Northern Trust
Illinois
$1.86M -$146K -5,356 -7%
BI
11
Bulldog Investors
New Jersey
$1.8M +$1.49M +54,814 +587%
Cetera Investment Advisers
12
Cetera Investment Advisers
Illinois
$1.73M -$4.96K -182 -0.3%
SBH
13
Segall Bryant & Hamill
Illinois
$1.57M +$1.52M +55,864 New
Renaissance Technologies
14
Renaissance Technologies
New York
$1.57M +$218K +7,981 +17%
Marshall Wace
15
Marshall Wace
United Kingdom
$1.11M +$115K +4,235 +12%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$1.01M +$332K +12,161 +51%
LPL Financial
17
LPL Financial
California
$953K -$73.1K -2,680 -7%
Millennium Management
18
Millennium Management
New York
$861K +$496K +18,192 +145%
UBS Group
19
UBS Group
Switzerland
$793K +$679K +24,915 +744%
Goldman Sachs
20
Goldman Sachs
New York
$725K +$390K +14,305 +124%
EMFAT
21
Emerald Mutual Fund Advisers Trust
Pennsylvania
$701K -$524K -19,200 -43%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$687K -$25.9K -951 -4%
Charles Schwab
23
Charles Schwab
California
$682K +$873 +32 +0.1%
EWS
24
Eagle Wealth Strategies
New Jersey
$660K
Morgan Stanley
25
Morgan Stanley
New York
$659K +$256K +9,403 +67%

NWFL Hedge Fund Activity: Q4 2025 in Review

96 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Norwood Financial Corp (NWFL) for Q4 2025, worth a combined $108M — up 26% from $85.7M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new NWFL positions and 4 closed out — a net gain of 10 holders — while 37 added to existing stakes and 23 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $6.93M. The largest seller was Fourthstone LLC, cutting an estimated $1.75M.

  • 96 institutional investors held Norwood Financial Corp (NWFL) as of Q4 2025, up from 86 in Q3 2025.
  • Funds reported $108M of Norwood Financial Corp stock for Q4 2025, up 26% quarter-over-quarter.
  • 14 funds opened new Norwood Financial Corp positions in Q4 2025 and 4 closed out, a net change of +10 holders.
  • The largest Norwood Financial Corp buyer in Q4 2025 was Wellington Management Group, an estimated $6.93M added.
  • The largest Norwood Financial Corp seller in Q4 2025 was Fourthstone LLC, an estimated $1.75M sold.

Based on aggregated 13F filings for Q4 2025.