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Bankwell Financial Group, Inc. hedge fund holdings

BWFGNASDAQ
$66.65+1.03 (+1.57%)as of Oct 2, 2026

Every quarter, large institutional investment managers with over $100M in U.S.-listed assets under management disclose their U.S. equity holdings through 13F filings. Read together, those filings show which businesses professional capital is moving into and out of.

Price vs funds buying and selling

BWFG · close · 13FReported Aug 14, 2026

Price vs funds buying and selling data

Showing the 1Y range: Oct 2, 2025 to Oct 2, 2026. Price (+54.4%). 0 fund reports plotted in this window as 0 markers; nearby trades of the same kind are grouped.

Transactions plotted on the price chart
DateCategoryPersonRoleActionAmountChange in holding
Funds buying · new + increased
Funds selling · reduced + closed
Net buyers vs sellers
Buying = new + increased; selling = reduced + closed. Counts exclude position changes under 5% of the fund's holding last quarter.

Price and fund activity data

Quarterly 13F fund buying and selling activity
QuarterFunds buyingFunds sellingBoughtSoldFilersReported
Q2 20252318$7.32M$3.48M76Aug 14, 2025
Q3 20253718$21.5M$8.8M89Nov 14, 2025
Q4 20254422$18M$13.3M106Feb 14, 2026
Q1 20264827$15.8M$9.8M114May 15, 2026
Q2 20265427$32.4M$7.35M120Aug 14, 2026

Quarterly action breakdown

Q2 2026
120 filers
New position
17
$9.56M+163K sh
Increased
37
$22.9M+389K sh
Reduced
22
-$6.6M-112K sh
Out / sold
5
-$750K-12.8K sh
Last 4 quarters · free
Reported Aug 14, 2026
FundActionChange in dollarValue% of portfolioReported
Innovative Asset Advisors Group, LLCNew Buy+$1.58M$1.58M0.69%Aug 5, 2026
Tidal Investments LLCReduce 69.22%-$468K$208K0.00%Aug 13, 2026
Kennedy Capital Management LLCReduce 24.43%-$359K$1.11M0.02%Aug 14, 2026
Banc Funds Co LLCReduce 6.22%-$353K$5.31M0.88%Aug 13, 2026
PDT Partners, LLCNew Buy+$235K$235K0.01%Aug 14, 2026
Thrivent Financial for LutheransAdded 63.43%+$219K$564K0.00%Aug 14, 2026
Beese Fulmer Investment Management, Inc.New Buy+$217K$217K0.01%Jul 29, 2026
Empowered Funds, LLCAdded 7.51%+$132K$1.89M0.01%Aug 17, 2026
Pacific Ridge Capital Partners, LLCReduce 0.77%-$75.8K$9.79M1.78%Aug 12, 2026
Integrated Quantitative Investments LLCAdded 8.29%+$68.6K$895K0.15%Aug 14, 2026
Bridge City Capital, LLCReduce 8.75%-$51.5K$536K0.12%Aug 11, 2026
Legato Capital Management LLCAdded 1.86%+$10.9K$597K0.05%Aug 6, 2026
LSV Asset ManagementReduce 0.15%-$6.29K$4.09M0.01%Aug 6, 2026
Kemnay Advisory Services Inc.Sell 100%-$5.77K$00.00%Aug 14, 2026
Sierra Capital LLCAdded 0.40%+$2.17K$552K0.05%Aug 14, 2026
Essex Financial Services, Inc.Added 0.41%+$1.35K$331K0.02%Aug 10, 2026
MassMutual Private Wealth & Trust, FSBAdded 95.45%+$1.23K$2.53K0.00%Jul 2, 2026
Kestra Private Wealth Services, LLCAdded 0.30%+$881$291K0.00%Jul 28, 2026

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