Bankwell Financial Group, Inc.: which funds bought and sold

Institutions that bought and sold Bankwell Financial Group shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.

Between March 31, 2026 and June 30, 2026, 70 institutions that filed 13F reports for both quarters added to or opened positions in Bankwell Financial Group, and 41 cut or closed them. Together they added a net 392K shares, +10.7% on what they held at the start of the quarter. Active managers and hedge funds on our list were net buyers of 198K shares (+21.8%); index fund managers were net buyers of 64K shares (+5.2%). 18 opened a new position and 9 sold out entirely.

Bought, Q2 2026 70 institutions, 18 of them new holders Sold, Q2 2026 41 institutions, 9 of them sold out

Net change, all compared +392K shares (+10.7%)

Net change, active managers +198K shares (+21.8%), 12 bought, 11 sold

Buyers versus sellers

institutions compared, 134

70 bought 23 41 sold

Active managers and hedge funds 12 bought · 11 sold · +198K

Index fund managers 7 bought · 2 sold · +64K

Other institutions 51 bought · 28 sold · +130K

Biggest buyers

by change in shares held

Biggest buyers
Institution	Change in shares	Shares June 30, 2026	Value
Wealthspire Advisors, LLC	+88K New position	88K	$5.1M
Acadian Asset Management LLC Active manager	+68K +41.3%	233K	$13.7M
AQR Capital Management LLC Hedge fund	+58K +113.8%	109K	$6.4M
American Century Companies Inc Active manager	+52K +49.3%	158K	$9.3M
Two Sigma Investments, LP Hedge fund	+33K +39.2%	118K	$7M
Northern Trust Corp Index funds	+28K +42.5%	95K	$5.6M
Innovative Asset Advisors Group, LLC	+27K New position	27K	$1.6M
Qube Research & Technologies Ltd Hedge fund	+22K +41.0%	74K	$4.4M
State Street Corp Index funds	+15K +11.7%	146K	$8.6M
Nuveen, LLC	+13K +19.2%	80K	$4.7M
Blackrock, Inc. Index funds	+13K +2.7%	493K	$29M
Geode Capital Management, LLC Index funds	+11K +7.2%	167K	$9.8M
Dimensional Fund Advisors LP	+11K +3.3%	330K	$19.4M
Russell Investments Group, Ltd.	+8,629 +1182.1%	9,359	$554,141
Xtx Topco Ltd	+7,690 New position	7,690	$451,788
Citadel Advisors LLC Hedge fund	+7,408 +85.7%	16K	$943,055
Bank Of America Corp	+7,237 +49.6%	22K	$1.3M
Mariner, LLC	+6,576 New position	6,576	$386,380
Ieq Capital, LLC	+5,174 New position	5,174	$303,973
Hillsdale Investment Management Inc.	+5,100 +4.8%	111K	$6.5M

Biggest buyers, active managers and hedge funds
Institution	Change in shares	Shares June 30, 2026	Value
Acadian Asset Management LLC Active manager	+68K +41.3%	233K	$13.7M
AQR Capital Management LLC Hedge fund	+58K +113.8%	109K	$6.4M
American Century Companies Inc Active manager	+52K +49.3%	158K	$9.3M
Two Sigma Investments, LP Hedge fund	+33K +39.2%	118K	$7M
Qube Research & Technologies Ltd Hedge fund	+22K +41.0%	74K	$4.4M
Citadel Advisors LLC Hedge fund	+7,408 +85.7%	16K	$943,055
PDT Partners, LLC Hedge fund	+4,000 New position	4,000	$235,000
Algert Global LLC Hedge fund	+3,681 +13.3%	31K	$1.8M
Engineers Gate Manager LP Hedge fund	+3,590 New position	3,590	$210,913
FMR LLC Active manager	+3,337 +78.3%	7,597	$446,324

Biggest sellers

by change in shares held

Biggest sellers
Institution	Change in shares	Shares June 30, 2026	Value
Millennium Management LLC Hedge fund	−20K Sold out	0	—
Sei Investments Co	−18K −44.1%	23K	$1.4M
Goldman Sachs Group Inc	−17K −19.1%	73K	$4.3M
HSBC Holdings PLC	−15K −77.0%	4,573	$268,252
Renaissance Technologies LLC Hedge fund	−14K −12.8%	94K	$5.5M
Tidal Investments LLC	−7,973 −69.2%	3,545	$208,269
Prudential Financial Inc	−7,370 −55.9%	5,820	$341,925
Jump Financial, LLC	−6,978 Sold out	0	—
Kennedy Capital Management LLC Active manager	−6,109 −24.4%	19K	$1.1M
Banc Funds Co LLC	−6,000 −6.2%	90K	$5.3M
Squarepoint Ops LLC Hedge fund	−5,636 Sold out	0	—
Martingale Asset Management L P Active manager	−5,519 −42.6%	7,427	$436,337
Vanguard Capital Management LLC Index funds	−5,514 −1.9%	277K	$16.3M
Franklin Resources Inc Active manager	−4,545 Sold out	0	—
State Of Wisconsin Investment Board	−3,544 −20.1%	14K	$828,493
Barclays PLC	−2,940 −16.4%	15K	$877,725
Morgan Stanley	−2,785 −8.4%	30K	$1.8M
UBS Group AG	−2,522 −23.3%	8,290	$487,038
Commonwealth Equity Services, LLC	−2,488 −3.6%	67K	$4M
Point72 Asset Management, L.P. Hedge fund	−1,466 −21.5%	5,355	$314,606

Biggest sellers, active managers and hedge funds
Institution	Change in shares	Shares June 30, 2026	Value
Millennium Management LLC Hedge fund	−20K Sold out	0	—
Renaissance Technologies LLC Hedge fund	−14K −12.8%	94K	$5.5M
Kennedy Capital Management LLC Active manager	−6,109 −24.4%	19K	$1.1M
Squarepoint Ops LLC Hedge fund	−5,636 Sold out	0	—
Martingale Asset Management L P Active manager	−5,519 −42.6%	7,427	$436,337
Franklin Resources Inc Active manager	−4,545 Sold out	0	—
Point72 Asset Management, L.P. Hedge fund	−1,466 −21.5%	5,355	$314,606
Trexquant Investment LP Hedge fund	−1,315 −4.4%	29K	$1.7M
Bridgeway Capital Management, LLC Active manager	−1,151 −2.1%	54K	$3.2M
Price T Rowe Associates Inc Active manager	−523 −9.3%	5,112	$301,000

New positions

largest by value

Institution	Shares	Value June 30, 2026
Wealthspire Advisors, LLC	88K	$5.1M
Innovative Asset Advisors Group, LLC	27K	$1.6M
Xtx Topco Ltd	7,690	$451,788
Mariner, LLC	6,576	$386,380
Ieq Capital, LLC	5,174	$303,973
Mercer Global Advisors Inc	5,025	$295,219
Creative Planning	4,519	$265,491
Janney Montgomery Scott LLC	4,500	$264,000
Gsa Capital Partners LLP	3,993	$235,000
PDT Partners, LLCHedge fund	4,000	$235,000

Sold out

largest by value

Institution	Shares	Value March 31, 2026
Millennium Management LLCHedge fund	20K	$955,359
Jump Financial, LLC	6,978	$338,573
Squarepoint Ops LLCHedge fund	5,636	$273,459
Franklin Resources IncActive manager	4,545	$220,523
Quadrant Capital Group LLC	126	$6,114
Kemnay Advisory Services Inc.	119	$5,774
Mai Capital Management	80	$3,882
Root Financial Partners, LLC	26	$1,262
Wealth Preservation Advisors, LLC	2	$97

Who holds the shares

13F holdings at June 30, 2026

Institutions reporting: 125
Ten largest holders: 54.6%
Index fund managers: 32.0%
Active managers and hedge funds: 27.4%

Buying and selling by type of institution, March 31, 2026 to June 30, 2026
Type	Bought	Sold	New	Sold out	Net change in shares	Net %
Active managers and hedge funds	12	11	2	3	+198K	+21.8%
Index fund managers	7	2	0	0	+64K	+5.2%
Other institutions	51	28	16	6	+130K	+8.6%

Active managers and hedge funds: a list we maintain of about 400 well-known stock-picking firms and hedge funds, matched by SEC registration number (CIK) and checked against the filer names each quarter. Index fund managers: the large index houses, such as BlackRock, Vanguard, State Street, Geode and Northern Trust. Every other filer (banks, brokers, wealth managers, pension funds, insurers and firms not on the list) counts as another institution. A firm that files under several SEC registrations appears once for each.

What these filings can and cannot tell you

Form 13F lists the long positions in US-listed shares held by investment managers with more than $100 million in such holdings. Managers file it up to 45 days after each quarter ends, so this page shows what funds held at the end of each quarter, not what they are doing now: a position may have changed since. Short positions, most derivatives and smaller managers are not included, and a cut can mean a fund lost clients or rebalanced rather than a view on Bankwell Financial Group.

Only managers that filed a holdings report for both quarters are compared (134 here). 2 other holders are left out: first-time or late filers, firms that changed their SEC registration, and filings that withheld positions under confidential treatment, any of which would otherwise look like a new position or a sale. Figures are as reported by each manager in the SEC's quarterly 13F data sets; option positions are excluded.

← Back to Bankwell Financial Group, Inc. · Insiders · Politicians