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FS Bancorp
FSBW

93 hedge funds and large institutions have $192M invested in FS Bancorp in 2025 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 38 increasing their positions, 24 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 5

58% more repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 24

6% more funds holding

Funds holding: 88 → 93 (+5)

3% more capital invested

Capital invested by funds: $186M → $192M (+$5.46M)

3.02% less ownership

Funds ownership: 66.33% → 63.3% (-3%)

33% less funds holding in top 10

Funds holding in top 10: 3 → 2 (-1)

Holders
93
Holders Change
+5
Holders Change %
+5.68%
% of All Funds
1.22%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
10
Increased
38
Reduced
24
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
RA
Royce & Associates
New York
+$2.34M
2
Northern Trust
Northern Trust
Illinois
+$719K
3
Vanguard Group
Vanguard Group
Pennsylvania
+$501K
4
Jane Street
Jane Street
New York
+$407K
5
State Street
State Street
Massachusetts
+$357K

Top Sellers

Rank Fund Capital Flow
1
N
Nuveen
North Carolina
-$10.4M
2
AllianceBernstein
AllianceBernstein
Tennessee
-$2.51M
3
BlackRock
BlackRock
New York
-$2.41M
4
TG
TCW Group
California
-$639K
5
Goldman Sachs
Goldman Sachs
New York
-$365K
Name Holding Trade Value Shares
Change 		Change in
Stake
Carson Wealth (CWM LLC)
76
Carson Wealth (CWM LLC)
Nebraska
$18K +$7.86K +203 +82%
EWA
77
EverSource Wealth Advisors
Alabama
$11.4K +$11.1K +287 +9,567%
AB
78
Amalgamated Bank
New York
$9K – – –
GI
79
GAMMA Investing
California
$8.51K -$1.98K -51 -19%
PNC Financial Services Group
80
PNC Financial Services Group
Pennsylvania
$7.56K +$5.5K +142 +284%
SCM
81
Sterling Capital Management
North Carolina
$7.05K +$2.48K +64 +56%
AAP
82
Arax Advisory Partners
Colorado
$2.48K +$2.44K +63 New
Russell Investments Group
83
Russell Investments Group
United Kingdom
$1.42K -$271 -7 -16%
C
84
Covestor
United Kingdom
$1K -$542 -14 -47%
Osaic Holdings
85
Osaic Holdings
Arizona
$984 +$968 +25 New
IA
86
IFP Advisors
Florida
$827 +$542 +14 +1,400%
CPG
87
Cornerstone Planning Group
New Jersey
$508 – – –
AF
88
Allworth Financial
California
$434 +$426 +11 New
SPIA
89
Steward Partners Investment Advisory
New York
$394 – – –
EP
90
Essential Partners
California
$315 +$310 +8 New
Nisa Investment Advisors
91
Nisa Investment Advisors
Missouri
$236 +$232 +6 New
SS
92
SBI Securities
Japan
$79 – – –
TWD
93
True Wealth Design
Ohio
$40 – – –
Goldman Sachs
94
Goldman Sachs
New York
– -$365K -9,590 Closed
CF
95
Corebridge Financial
Texas
– -$124K -3,263 Closed
Lazard Asset Management
96
Lazard Asset Management
New York
– -$74K -1,949 Closed
PMAM
97
Picton Mahoney Asset Management
Ontario, Canada
– -$24K -637 Closed
US Bancorp
98
US Bancorp
Minnesota
– -$7.49K -197 Closed
1 2 3
4

FSBW Hedge Fund Activity: Q2 2025 in Review

93 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in FS Bancorp (FSBW) for Q2 2025, worth a combined $192M — up 2.9% from $186M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new FSBW positions and 5 closed out — a net gain of 5 holders — while 38 added to existing stakes and 24 trimmed.

The largest buyer was Royce & Associates, adding an estimated $2.34M. The largest seller was Nuveen, cutting an estimated $10.4M.

  • 93 institutional investors held FS Bancorp (FSBW) as of Q2 2025, up from 88 in Q1 2025.
  • Funds reported $192M of FS Bancorp stock for Q2 2025, up 2.9% quarter-over-quarter.
  • 10 funds opened new FS Bancorp positions in Q2 2025 and 5 closed out, a net change of +5 holders.
  • The largest FS Bancorp buyer in Q2 2025 was Royce & Associates, an estimated $2.34M added.
  • The largest FS Bancorp seller in Q2 2025 was Nuveen, an estimated $10.4M sold.

Based on aggregated 13F filings for Q2 2025.