Bankwell Finl Group Inc (BWFG) Hedge Fund Ownership (Q2 2026)

Bankwell Finl Group Inc (BWFG)

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

Smart Money Signals — BWFG

Based on 125 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 9 quarters in a row

last 6Q

For 9 consecutive quarters, more hedge funds added BWFG 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

125 hedge funds hold BWFG 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 — +52% more funds vs a year ago

fund count last 6Q

+43 new funds entered over the past year (+52% 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.

🟢

More buyers than sellers — 62% buying

71 buying44 selling

Last quarter: 71 funds were net buyers (20 opened a brand new position + 51 added to an existing one). Only 44 were sellers (32 trimmed + 12 sold completely). A clear majority buying is a strong confirmation signal.

➡️

Steady new buyers — ~20 new funds per quarter

new funds entering per quarter

Funds opening this position for the first time: 21 → 20 → 17 → 20. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.

🔒

50% of holders stayed for 2+ years

■ 50% conviction (2yr+) ■ 19% medium ■ 30% new

63 out of 125 hedge funds have held BWFG 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.

💰

Value +29% but shares only +8% — price-driven

Value

+29%

+7%

Last quarter: the total dollar value of institutional holdings rose +29%, but actual share count only changed +8%. The gap is explained by the stock's price rising — not new buying. Strong value growth with weak share growth means the rally is price momentum, not fresh institutional demand.

➡️

Steady discovery — ~20 new funds/quarter

8 → 21 → 20 → 17 → 20 new funds/Q

New funds entering each quarter: 21 → 20 → 17 → 20. Consistent flow of new institutional buyers without clear acceleration or slowdown.

🏛️

Veteran-anchored — 54% veterans vs 38% newcomers

■ 54% veterans ■ 7% 1-2yr ■ 38% new

Entry-cohort mix of 125 holders: 68 (54%) are 2+ year veterans, 9 entered 1–2 years ago, and 48 (38%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.

🏆

Elite ownership — 53% AUM from top-100 funds

53% from top-100 AUM funds

37 of 125 holders are among the 100 largest funds by AUM, controlling 53% of total institutional value in BWFG. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

4.3

out of 10

Moderate Exit Risk

Exit risk score 4.3/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

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.

Metric	All 13F Filers (2026 Q2)	Prior (2026 Q1)	Change
Funds Holding	124	117	5.98%
13F Shares	4M	4M	7.42%
Total Value	$218M	$169M	29.13%
New Positions	20	17	+3
Increased Positions	50	49	+1
Closed Positions	13	8	+5
Reduced Positions	32	28	+4
Total Calls	0	0	-
Total Puts	0	0	-
PUT/CALL Ratio	0.0	0.0	Bullish

Metric

All 13F Filers (2026 Q2)

Prior (2026 Q1)

Change

Funds Holding

124

117

5.98%

13F Shares

7.42%

Total Value

$218M

$169M

29.13%

New Positions

Increased Positions

Closed Positions

Reduced Positions

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q2)

124 + investors

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

QUARTER:

FILTER:All New Added To Reduced No Change | Overweight >5%

Top 25 BWFG holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Pacific Ridge Capital Partners, LLC	1.78%	166,709	$9.8M
2	Siena Capital Partners GP, LLC	1.65%	116,138	$6.8M
3	Banc Funds Co LLC	0.88%	90,423	$5.3M
4	Innovative Asset Advisors Group, LLC	0.69%	26,901	$1.6M
5	Daytona Street Capital LLC	0.21%	5,000	$289K
6	Hillsdale Investment Management Inc.	0.15%	111,000	$6.5M
7	Integrated Quantitative Investments LLC	0.15%	15,237	$895K
8	Informed Momentum Co LLC	0.14%	26,981	$1.6M
9	Bridge City Capital, LLC	0.12%	9,130	$536K
10	Bridgeway Capital Management, LLC	0.06%	53,793	$3.2M
11	Sierra Capital LLC	0.05%	9,402	$552K
12	Legato Capital Management LLC	0.05%	10,167	$597K
13	Mangrove Partners IM, LLC	0.04%	10,358	$609K
14	Wealthspire Advisors, LLC	0.03%	87,538	$5.1M
15	Key FInancial Inc	0.03%	2,900	$170K
16	Occudo Quantitative Strategies LP	0.02%	7,843	$461K
17	Algert Global LLC	0.02%	31,421	$1.8M
18	Kennedy Capital Management LLC	0.02%	18,894	$1.1M
19	Essex Financial Services, Inc.	0.02%	5,634	$331K
20	Summit Trail Advisors, LLC	0.02%	21,323	$1.3M
21	Beese Fulmer Investment Management, INC.	0.01%	3,696	$217K
22	PDT Partners, LLC	0.01%	4,000	$235K
23	Martingale Asset Management L P	0.01%	7,427	$436K
24	Trexquant Investment LP	0.01%	28,856	$1.7M
25	Empowered Funds, LLC	0.01%	32,191	$1.9M

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 — Bankwell Finl Group Inc (BWFG)

What does the Smart Money Trend signal show for BWFG?

Buying streak — 9 quarters in a row: For 9 consecutive quarters, more hedge funds added BWFG 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 BWFG?

More buyers than sellers — 62% buying: Last quarter: 71 funds were net buyers (20 opened a brand new position + 51 added to an existing one). Only 44 were sellers (32 trimmed + 12 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for BWFG holders?

Elite ownership — 53% AUM from top-100 funds: 37 of 125 holders are among the 100 largest funds by AUM, controlling 53% of total institutional value in BWFG. 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 BWFG?

50% of holders stayed for 2+ years: 63 out of 125 hedge funds have held BWFG 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.

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Bankwell Finl Group Inc (BWFG)

Smart Money Signals — BWFG

Buying streak — 9 quarters in a row

At the ownership peak (100% of max)

Fast accumulation — +52% more funds vs a year ago

More buyers than sellers — 62% buying

Steady new buyers — ~20 new funds per quarter

50% of holders stayed for 2+ years

Value +29% but shares only +8% — price-driven

Steady discovery — ~20 new funds/quarter

Veteran-anchored — 54% veterans vs 38% newcomers

Elite ownership — 53% AUM from top-100 funds

Institutional Sentiment Summary — BWFG

Hedge Fund Ownership: BWFG

Market Analysis: BWFG

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: BWFG

Hedge Fund Positioning: BWFG

Statistics: BWFG

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

Frequently Asked Questions — Bankwell Finl Group Inc (BWFG)

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