Finwise Bancorp (FINW) Hedge Fund Ownership (Q2 2026)

Finwise Bancorp (FINW)

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

Smart Money Signals — FINW

Based on 69 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q

For 1 consecutive quarter, more hedge funds added FINW 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

69 hedge funds hold FINW 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 — +50% more funds vs a year ago

fund count last 6Q

+23 new funds entered over the past year (+50% 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 — 69% buying

41 buying18 selling

Last quarter: 41 funds were net buyers (16 opened a brand new position + 25 added to an existing one). Only 18 were sellers (16 trimmed + 2 sold completely). A clear majority buying is a strong confirmation signal.

➡️

Steady new buyers — ~16 new funds per quarter

new funds entering per quarter

Funds opening this position for the first time: 10 → 7 → 11 → 16. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.

📌

Mixed — 32% long-term, 36% new

■ 32% conviction (2yr+) ■ 32% medium ■ 36% new

Of the 69 current holders: 22 (32%) held >2 years, 22 held 1–2 years, and 25 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.

🚀

Acceleration phase — new buyers rushing in

19 → 10 → 7 → 11 → 16 new funds/Q

New funds entering each quarter: 10 → 7 → 11 → 16. The pace of institutional discovery is accelerating sharply. This is the 'hot idea' phase — the thesis is being passed from fund to fund. You are not late — the accumulation wave is still building.

🌱

Early stage — 58% of holders entered in last year

■ 39% veterans ■ 3% 1-2yr ■ 58% new

Of 69 current holders: 40 (58%) entered in the past year, only 27 (39%) are 2+ year veterans. This is an early-phase institutional idea — still being discovered. High upside potential if the thesis plays out, but thin conviction base.

🏆

Elite ownership — 51% AUM from top-100 funds

51% from top-100 AUM funds

26 of 69 holders are among the 100 largest funds by AUM, controlling 51% of total institutional value in FINW. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

4.4

out of 10

Moderate Exit Risk

Exit risk score 4.4/10 — 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	68	55	23.64%
13F Shares	4M	4M	5.75%
Total Value	$60M	$63M	-4.4%
New Positions	16	11	+5
Increased Positions	24	15	+9
Closed Positions	3	11	-8
Reduced Positions	16	18	-2
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

23.64%

13F Shares

5.75%

Total Value

$60M

$63M

-4.4%

New Positions

Increased Positions

Closed Positions

-8

Reduced Positions

-2

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q2)

68 + investors

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

QUARTER:

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

Top 25 FINW holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	PMC FIG Opportunities LLC	1.16%	50,000	$725K
2	Arcus Capital Partners, LLC	0.15%	25,140	$365K
3	Tempus Wealth Planning, LLC	0.08%	28,022	$406K
4	Militia Capital Management LLC	0.05%	31,419	$498K
5	Wasatch Advisors LP	0.05%	502,201	$7.3M
6	Scoggin Management LP	0.04%	25,000	$362K
7	Smith, Moore & CO.	0.04%	38,000	$551K
8	Emerald Mutual Fund Advisers Trust	0.03%	54,364	$788K
9	Norden Group LLC	0.02%	16,921	$245K
10	Bridgeway Capital Management, LLC	0.02%	75,737	$1.1M
11	US Bancorp \de\	0.01%	469,048	$6.8M
12	Globeflex Capital L P	0.01%	3,300	$48K
13	Alliancebernstein L.P.	0.00%	814,507	$12.9M
14	IFP Advisors, Inc	0.00%	12,000	$174K
15	Global Retirement Partners, LLC	0.00%	12,298	$178K
16	Stephens Inc /Ar/	0.00%	16,129	$234K
17	Empowered Funds, LLC	0.00%	23,537	$341K
18	EP Wealth Advisors, LLC	0.00%	23,806	$345K
19	Strs Ohio	0.00%	14,800	$215K
20	Tower Research Capital LLC (TRC)	0.00%	1,562	$23K
21	Renaissance Technologies LLC	0.00%	25,800	$374K
22	Ameritas Investment Partners, Inc.	0.00%	925	$13K
23	Los Angeles Capital Management LLC	0.00%	6,189	$90K
24	Essential Partners LLC	0.00%	37	—
25	Police & Firemen's Retirement System of New Jersey	0.00%	2,052	$30K

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 — Finwise Bancorp (FINW)

What does the Smart Money Trend signal show for FINW?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added FINW 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 FINW?

More buyers than sellers — 69% buying: Last quarter: 41 funds were net buyers (16 opened a brand new position + 25 added to an existing one). Only 18 were sellers (16 trimmed + 2 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for FINW holders?

Elite ownership — 51% AUM from top-100 funds: 26 of 69 holders are among the 100 largest funds by AUM, controlling 51% of total institutional value in FINW. 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 FINW?

Mixed — 32% long-term, 36% new: Of the 69 current holders: 22 (32%) held >2 years, 22 held 1–2 years, and 25 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.

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.

Market Cap	--
Enterprise Value	--
Trailing P/E	--
Forward P/E	--
PEG Ratio (5yr expected)	--
Price/Sales (ttm)	--
Price/Book (mrq)	--
Enterprise Value/Revenue	--
Enterprise Value/EBITDA	--
Beta (5Y Monthly)	--
Short Ratio (Days to Cover)	--
Short % of Float	--

Profit Margin	--
Return on Assets (ttm)	--
Return on Equity (ttm)	--

Revenue (ttm)	--
Net Income Avi to Common (ttm)	--
Diluted EPS (ttm)	--
Total Cash (mrq)	--
Total Debt/Equity (mrq)	--
Levered Free Cash Flow (ttm)	--

Finwise Bancorp (FINW)

Smart Money Signals — FINW

Buying streak — 1 quarter in a row

At the ownership peak (100% of max)

Fast accumulation — +50% more funds vs a year ago

More buyers than sellers — 69% buying

Steady new buyers — ~16 new funds per quarter

Mixed — 32% long-term, 36% new

Acceleration phase — new buyers rushing in

Early stage — 58% of holders entered in last year

Elite ownership — 51% AUM from top-100 funds

Institutional Sentiment Summary — FINW

Hedge Fund Ownership: FINW

Market Analysis: FINW

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: FINW

Hedge Fund Positioning: FINW

Statistics: FINW

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

Frequently Asked Questions — Finwise Bancorp (FINW)

Welcome to 13Foresight!