Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Finwise Bancorp (FINW)

54 + Investors. Track Smart Money conviction in FINW. 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
48%

Smart Money Signals — FINW

Based on 55 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 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
55 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 — +38% more funds vs a year ago

fund count last 6Q
+15 new funds entered over the past year (+38% 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 sellers than buyers — 48% buying

26 buying28 selling
Last quarter: 28 funds reduced or exited vs 26 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
➡️

Steady new buyers — ~11 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 18 → 10 → 7 → 11. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

40% of holders stayed for 2+ years

■ 40% conviction (2yr+) ■ 27% medium ■ 33% new
22 out of 55 hedge funds have held FINW 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.
📊

Peak discovery — momentum slowing

10 → 18 → 10 → 7 → 11 new funds/Q
New funds entering each quarter: 18 → 10 → 7 → 11. FINW is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.
🏛️

Veteran-anchored — 45% veterans vs 51% newcomers

■ 45% veterans ■ 4% 1-2yr ■ 51% new
Entry-cohort mix of 55 holders: 25 (45%) are 2+ year veterans, 2 entered 1–2 years ago, and 28 (51%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
✅

Strong quality — 38% AUM from major funds

38% from top-100 AUM funds
20 of 55 holders rank in the top 100 by AUM, accounting for 38% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
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.

Institutional Sentiment Summary — FINW

In 2026 Q1, 26 hedge funds were net buyers of FINW (11 opened a new position, 15 added to an existing one), while 28 reduced or exited (18 trimmed, 10 sold completely) — a 48% buyer ratio, indicating roughly balanced activity. This marks 7 consecutive quarters of net institutional buying — a persistent conviction signal. 38% of total institutional value in FINW is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +1 funds (more new holders than closures). Total institutional holders: 55.

Hedge Fund Ownership: FINW

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

Market Analysis: FINW

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: FINW

-- --

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

Is It Too Late to Buy Finwise Bancorp (FINW) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much FINW has moved relative to its sector benchmark (XLF) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 79d ago
FINW
-13.1%
XLF
+9.5%

FINW outperformed XLF by -22.6% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 34d ago
FINW
+5.2%
XLF
+5.8%

Since the filing became public, FINW outperformed XLF by -0.6% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

12 top-rated funds 0 high-conviction
Consensus
4.8
/ 10
breadth
×
Elite
0.1
/ 10
conviction
Hedge Fund Positioning: FINW
54 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 54 54 -
13F Shares 4M 4M -3.19%
Total Value $63M $71M -12.05%
New Positions 10 7 +3
Increased Positions 15 22 -7
Closed Positions 10 3 +7
Reduced Positions 18 14 +4
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: FINW

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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

54 + 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:
Top 25 FINW holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Militia Capital Management LLC 0.11% 31,419 $498K
2 Tempus Wealth Planning, LLC 0.10% 28,022 $444K
3 Arcus Capital Partners, LLC 0.07% 10,174 $183K
4 Wasatch Advisors LP 0.06% 602,116 $9.5M
5 Smith, Moore & CO. 0.04% 38,000 $603K
6 Emerald Mutual Fund Advisers Trust 0.04% 54,364 $862K
7 Globeflex Capital L P 0.03% 13,337 $212K
8 Bridgeway Capital Management, LLC 0.03% 83,889 $1.3M
9 Norden Group LLC 0.03% 16,921 $268K
10 US Bancorp \de\ 0.01% 469,048 $7.4M
11 Alliancebernstein L.P. 0.00% 799,876 $14.3M
12 Stephens Inc /Ar/ 0.00% 16,129 $256K
13 Empowered Funds, LLC 0.00% 23,537 $373K
14 EP Wealth Advisors, LLC 0.00% 23,799 $377K
15 Tower Research Capital LLC (TRC) 0.00% 2,531 $40K
16 Renaissance Technologies LLC 0.00% 28,026 $444K
17 Western Wealth Management, LLC 0.00% 1,000 $16K
18 Ameritas Investment Partners, Inc. 0.00% 925 $15K
19 Los Angeles Capital Management LLC 0.00% 7,093 $112K
20 Police & Firemen's Retirement System of New Jersey 0.00% 2,052 $33K
21 Vanguard Fiduciary Trust Co 0.00% 59,100 $937K
22 EverSource Wealth Advisors, LLC 0.00% 363 $6K
23 Vanguard Capital Management LLC 0.00% 390,853 $6.2M
24 BlackRock, Inc. 0.00% 456,238 $7.2M
25 New York State Common Retirement Fund 0.00% 4,400 $70K
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 — 7 quarters in a row: For 7 consecutive quarters, 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 sellers than buyers — 48% buying: Last quarter: 28 funds reduced or exited vs 26 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for FINW holders?

Strong quality — 38% AUM from major funds: 20 of 55 holders rank in the top 100 by AUM, accounting for 38% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held FINW?

40% of holders stayed for 2+ years: 22 out of 55 hedge funds have held FINW 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.

Is it too late to buy Finwise Bancorp (FINW) following the 2026 Q1 hedge fund 13F filings?

As of today, FINW has moved +5.2% since the 2026 Q1 13F filing date (May 15, 2026), compared to +5.8% for the XLF sector ETF — an outperformance of -0.6%. Since the quarter end (March 31, 2026), FINW has gained -13.1% vs +9.5% for XLF. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

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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