We are live on ! Find out more
ISTR icon

Investar Holding Corp
ISTR

100 hedge funds and large institutions have $174M invested in Investar Holding Corp in 2025 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 38 increasing their positions, 32 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 7

19% more repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 32

19% more capital invested

Capital invested by funds: $146M → $174M (+$27.2M)

5% more funds holding

Funds holding: 95 → 100 (+5)

1.98% more ownership

Funds ownership: 64.24% → 66.22% (+2%)

Holders
100
Holders Change
+5
Holders Change %
+5.26%
% of All Funds
1.22%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
12
Increased
38
Reduced
32
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
FL
Fourthstone LLC
Missouri
+$10.2M
2
American Century Companies
American Century Companies
Missouri
+$853K
3
SEI Investments
SEI Investments
Pennsylvania
+$836K
4
AllianceBernstein
AllianceBernstein
Tennessee
+$573K
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$463K

Top Sellers

Rank Fund Capital Flow
1
PU
Petiole USA
New York
-$2.75M
2
MCM
Maltese Capital Management
New York
-$1.89M
3
BFC
Banc Funds Company
Illinois
-$1.58M
4
RA
Royce & Associates
New York
-$501K
5
Renaissance Technologies
Renaissance Technologies
New York
-$462K
Name Holding Trade Value Shares
Change 		Change in
Stake
OSAM
26
O'Shaughnessy Asset Management
Connecticut
$1.18M -$45.9K -1,867 -4%
MAM
27
Martingale Asset Management
Massachusetts
$1.1M +$101K +4,106 +11%
Goldman Sachs
28
Goldman Sachs
New York
$1.05M -$68.8K -2,798 -7%
MCA
29
Mendon Capital Advisors
Florida
$1.02M – – –
Bank of New York Mellon
30
Bank of New York Mellon
New York
$966K -$99.5K -4,047 -10%
Barclays
31
Barclays
United Kingdom
$933K +$6.86K +279 +0.8%
SEI Investments
32
SEI Investments
Pennsylvania
$909K +$836K +34,009 New
Two Sigma Investments
33
Two Sigma Investments
New York
$838K -$290K -11,803 -27%
Charles Schwab
34
Charles Schwab
California
$693K – – –
Bank of America
35
Bank of America
North Carolina
$677K +$91.3K +3,712 +17%
AQR Capital Management
36
AQR Capital Management
Connecticut
$677K +$203K +8,255 +48%
Qube Research & Technologies (QRT)
37
Qube Research & Technologies (QRT)
United Kingdom
$638K -$286K -11,635 -33%
RWM
38
Ritholtz Wealth Management
New York
$568K +$65.9K +2,682 +14%
Los Angeles Capital Management
39
Los Angeles Capital Management
California
$552K – – –
SO
40
STRS Ohio
Ohio
$548K -$91K -3,700 -15%
State of Wisconsin Investment Board
41
State of Wisconsin Investment Board
Wisconsin
$497K +$231K +9,400 +102%
Prudential Financial
42
Prudential Financial
New Jersey
$481K -$11.4K -465 -3%
Wells Fargo
43
Wells Fargo
California
$475K +$178K +7,222 +68%
Two Sigma Advisers
44
Two Sigma Advisers
New York
$436K -$152K -6,200 -28%
N
45
Nuveen
North Carolina
$401K – – –
SC
46
Savant Capital
Illinois
$354K – – –
Squarepoint
47
Squarepoint
New York
$346K +$319K +12,954 New
ASN
48
Advisory Services Network
Georgia
$337K – – –
LSV Asset Management
49
LSV Asset Management
Illinois
$326K – – –
IQI
50
Integrated Quantitative Investments
Washington
$324K +$298K +12,121 New
1
2
3 4 5

ISTR Hedge Fund Activity: Q4 2025 in Review

100 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Investar Holding Corp (ISTR) for Q4 2025, worth a combined $174M — up 19% from $146M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new ISTR positions and 7 closed out — a net gain of 5 holders — while 38 added to existing stakes and 32 trimmed.

The largest buyer was Fourthstone LLC, adding an estimated $10.2M. The largest seller was Petiole USA, exiting entirely with an estimated $2.75M sold.

  • 100 institutional investors held Investar Holding Corp (ISTR) as of Q4 2025, up from 95 in Q3 2025.
  • Funds reported $174M of Investar Holding Corp stock for Q4 2025, up 19% quarter-over-quarter.
  • 12 funds opened new Investar Holding Corp positions in Q4 2025 and 7 closed out, a net change of +5 holders.
  • The largest Investar Holding Corp buyer in Q4 2025 was Fourthstone LLC, an estimated $10.2M added.
  • The largest Investar Holding Corp seller in Q4 2025 was Petiole USA, an estimated $2.75M sold.

Based on aggregated 13F filings for Q4 2025.