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Catalyst Bancorp

20 hedge funds and large institutions have $8.89M invested in Catalyst Bancorp in 2025 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 3 increasing their positions, 7 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

8.27% less ownership

Funds ownership: 26.39%18.12% (-8.3%)

13% less funds holding

Funds holding: 2320 (-3)

27% less capital invested

Capital invested by funds: $12.2M → $8.89M (-$3.27M)

57% less repeat investments, than reductions

Existing positions increased: 3 | Existing positions reduced: 7

60% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 5

Holders
20
Holders Change
-3
Holders Change %
-13.04%
% of All Funds
0.27%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
3
Reduced
7
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.9M -$19K -1,629 -0.7%
GCWM
2
Graham Capital Wealth Management
District of Columbia
$2.13M +$1.28K +110 +0.1%
BlackRock
3
BlackRock
New York
$766K -$5.97K -511 -0.8%
SV
4
Stilwell Value
New York
$466K
AllianceBernstein
5
AllianceBernstein
Tennessee
$458K -$833K -71,324 -64%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$456K +$7.94K +680 +2%
MHWM
7
Montz Harcus Wealth Management
Louisiana
$350K +$350K +30,000 New
Renaissance Technologies
8
Renaissance Technologies
New York
$267K -$27.7K -2,375 -9%
NA
9
NewEdge Advisors
Louisiana
$250K
SFWA
10
Summit Financial Wealth Advisors
Louisiana
$212K -$70.1K -6,000 -25%
WIM
11
Wittenberg Investment Management
Massachusetts
$159K
Northwestern Mutual Wealth Management
12
Northwestern Mutual Wealth Management
Wisconsin
$149K -$11.7K -1,000 -7%
BCM
13
Basswood Capital Management
New York
$131K
RA
14
Raffles Associates
New York
$123K
UBS Group
15
UBS Group
Switzerland
$70.3K -$7.67K -657 -10%
ACA
16
American Capital Advisory
Idaho
$4.37K
TRCT
17
Tower Research Capital (TRC)
New York
$932 +$934 +80 New
GSWM
18
Golden State Wealth Management
California
$874
Bank of America
19
Bank of America
North Carolina
$419 +$23 +2 +6%
BNP Paribas Financial Markets
20
BNP Paribas Financial Markets
France
$70
M
21
Murchinson
Ontario, Canada
-$1.73M -259,067 Closed
KAS
22
Kestra Advisory Services
Texas
-$412K -35,000 Closed
MPWT
23
MassMutual Private Wealth & Trust
Connecticut
-$268K -22,783 Closed
ACP
24
Arcus Capital Partners
Georgia
-$148K -12,477 Closed
EF
25
Empowered Funds
Pennsylvania
-$7.16K -608 Closed

CLST Hedge Fund Activity: Q1 2025 in Review

20 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in Catalyst Bancorp (CLST) for Q1 2025, worth a combined $8.89M — down 27% from $12.2M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of CLST and 2 opened new positions — a net loss of 3 holders — while 7 trimmed existing stakes and 3 added.

The largest buyer was Montz Harcus Wealth Management, opening a new position worth an estimated $350K. The largest seller was Murchinson, exiting entirely with an estimated $1.73M sold.

  • 20 institutional investors held Catalyst Bancorp (CLST) as of Q1 2025, down from 23 in Q4 2024.
  • Funds reported $8.89M of Catalyst Bancorp stock for Q1 2025, down 27% quarter-over-quarter.
  • 2 funds opened new Catalyst Bancorp positions in Q1 2025 and 5 closed out, a net change of -3 holders.
  • The largest Catalyst Bancorp buyer in Q1 2025 was Montz Harcus Wealth Management, an estimated $350K added.
  • The largest Catalyst Bancorp seller in Q1 2025 was Murchinson, an estimated $1.73M sold.

Based on aggregated 13F filings for Q1 2025.