Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Bridgewater Bancshares Inc (BWB)

143 + Investors. Track Smart Money conviction in BWB. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +1
Streak
7Q ▲
Buyers last Q
50%

Smart Money Signals — BWB

Based on 137 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 7 quarters in a row

last 6Q
For 7 consecutive quarters, more hedge funds added BWB than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
137 hedge funds hold BWB right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
🚀

Fast accumulation — +22% more funds vs a year ago

fund count last 6Q
+25 new funds entered over the past year (+22% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟡

Slight buying edge — 50% buying

61 buying60 selling
Last quarter: 61 funds bought or added vs 60 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
➡️

Steady new buyers — ~15 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 21 → 15 → 19 → 15. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

58% of holders stayed for 2+ years

■ 58% conviction (2yr+) ■ 23% medium ■ 20% new
79 out of 137 hedge funds have held BWB for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
💎

Buying through price weakness — shares +0%, value -15%

Value
-15%
Shares
+0%
Last quarter: funds added +0% more shares while total portfolio value only changed -15%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
➡️

Steady discovery — ~15 new funds/quarter

11 → 21 → 15 → 19 → 15 new funds/Q
New funds entering each quarter: 21 → 15 → 19 → 15. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 65% veterans vs 26% newcomers

■ 65% veterans ■ 9% 1-2yr ■ 26% new
Entry-cohort mix of 137 holders: 89 (65%) are 2+ year veterans, 12 entered 1–2 years ago, and 36 (26%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 51% AUM from top-100 funds

51% from top-100 AUM funds
39 of 137 holders are among the 100 largest funds by AUM, controlling 51% of total institutional value in BWB. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.8
out of 10
Low Exit Risk
Exit risk score 3.8/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — BWB

In 2026 Q1, 61 hedge funds were net buyers of BWB (15 opened a new position, 46 added to an existing one), while 60 reduced or exited (46 trimmed, 14 sold completely) — a 50% buyer ratio, indicating a slight buying edge. This marks 7 consecutive quarters of net institutional buying — a persistent conviction signal. 51% of total institutional value in BWB is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +1 funds (more new holders than closures). Total institutional holders: 137.

Hedge Fund Ownership: BWB

How many hedge funds hold BWB — quarterly history vs. share price
Quarterly hedge fund ownership of BWB vs. share price

Market Analysis: BWB

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: BWB

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Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

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Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

10 top-rated funds 1 high-conviction
Consensus
4.5
/ 10
breadth
×
Elite
1.3
/ 10
conviction
Hedge Fund Positioning: BWB
143 + Investors

Track Smart Money conviction in BWB. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 143 137 4.38%
13F Shares 18M 17M 3.79%
Total Value $316M $256M 23.38%
New Positions 20 15 +5
Increased Positions 60 46 +14
Closed Positions 14 14 -
Reduced Positions 38 46 -8
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: BWB

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Institutional Holders (2026 Q2)

143 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in BWB. Verified SEC 13F-HR filings.

QUARTER:
Top 25 BWB holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Villanova Investment Management Co LLC 2.59% 129,787 $2.7M
2 EJF Capital LP 2.32% 164,752 $3.5M
3 Daytona Street Capital LLC 1.33% 84,868 $1.8M
4 Sippican Capital Advisors 1.24% 96,685 $2.0M
5 Mendon Capital Advisors Corp 0.95% 127,218 $2.7M
6 Maltese Capital Management LLC 0.65% 169,195 $3.6M
7 Punch & Associates Investment Management, INC. 0.45% 434,660 $9.1M
8 Tradition Wealth Management, LLC 0.45% 349,549 $7.4M
9 Gator Capital Management, LLC 0.43% 97,067 $2.0M
10 Next Century Growth Investors LLC 0.36% 318,380 $6.7M
11 Banc Funds Co LLC 0.34% 96,479 $2.0M
12 Hodges Capital Management Inc. 0.27% 193,390 $4.1M
13 Elgethun Capital Management 0.23% 77,304 $1.6M
14 Pacific Ridge Capital Partners, LLC 0.23% 59,005 $1.2M
15 Northland Securities, INC. 0.14% 11,055 $233K
16 Hillsdale Investment Management Inc. 0.11% 234,060 $4.9M
17 Kennedy Capital Management LLC 0.11% 282,649 $5.9M
18 Ancora Advisors LLC 0.10% 238,580 $5.0M
19 Tectonic Advisors LLC 0.08% 75,122 $1.6M
20 Ballast Advisors LLC 0.07% 14,600 $307K
21 Palouse Capital Management, Inc. 0.06% 4,814 $101K
22 Bridgeway Capital Management, LLC 0.06% 156,628 $3.3M
23 Algert Global LLC 0.04% 169,752 $3.6M
24 Curi Capital, LLC 0.04% 127,375 $2.7M
25 Inspire Investing, LLC 0.03% 32,334 $680K
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Bridgewater Bancshares Inc (BWB)

What does the Smart Money Trend signal show for BWB?

Buying streak — 7 quarters in a row: For 7 consecutive quarters, more hedge funds added BWB than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for BWB?

Slight buying edge — 50% buying: Last quarter: 61 funds bought or added vs 60 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for BWB holders?

Elite ownership — 51% AUM from top-100 funds: 39 of 137 holders are among the 100 largest funds by AUM, controlling 51% of total institutional value in BWB. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held BWB?

58% of holders stayed for 2+ years: 79 out of 137 hedge funds have held BWB for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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