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Investar Holding Corp

85 hedge funds and large institutions have $105M invested in Investar Holding Corp in 2025 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 30 increasing their positions, 29 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 29

1% less funds holding

Funds holding: 8685 (-1)

2.89% less ownership

Funds ownership: 63.82%60.93% (-2.9%)

11% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 9

23% less capital invested

Capital invested by funds: $138M → $105M (-$32.3M)

Holders
85
Holders Change
-1
Holders Change %
-1.16%
% of All Funds
1.14%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
30
Reduced
29
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Prudential Financial
51
Prudential Financial
New Jersey
$215K +$48.8K +2,602 +27%
SWP
52
Stratos Wealth Partners
Ohio
$212K -$563 -30 -0.2%
Royal Bank of Canada
53
Royal Bank of Canada
Ontario, Canada
$195K +$11.8K +631 +6%
HighTower Advisors
54
HighTower Advisors
Illinois
$176K
RhumbLine Advisers
55
RhumbLine Advisers
Massachusetts
$163K -$8.25K -440 -5%
Wells Fargo
56
Wells Fargo
California
$122K -$25.9K -1,383 -17%
Citigroup
57
Citigroup
New York
$113K -$13.4K -714 -10%
UBS Group
58
UBS Group
Switzerland
$105K -$20.6K -1,098 -16%
Mirae Asset Global ETFs Holdings
59
Mirae Asset Global ETFs Holdings
Hong Kong
$97.5K +$4.39K +234 +4%
MIM
60
MetLife Investment Management
New Jersey
$95.6K
CF
61
Corebridge Financial
Texas
$79.8K -$1.26K -67 -1%
LSV Asset Management
62
LSV Asset Management
Illinois
$60K
NA
63
NewEdge Advisors
Louisiana
$59.4K +$113 +6 +0.2%
CCM
64
Copeland Capital Management
Pennsylvania
$52.8K +$11.7K +626 +26%
Carson Wealth (CWM LLC)
65
Carson Wealth (CWM LLC)
Nebraska
$42K -$14.4K -769 -24%
Osaic Holdings
66
Osaic Holdings
Arizona
$39.5K +$21.1K +1,127 +101%
New York State Common Retirement Fund
67
New York State Common Retirement Fund
New York
$38.7K
PNC Financial Services Group
68
PNC Financial Services Group
Pennsylvania
$33K
PFSRSONJ
69
Police & Firemen's Retirement System of New Jersey
New Jersey
$29.8K +$31.7K +1,692 New
Ohio Public Employees Retirement System (OPERS)
70
Ohio Public Employees Retirement System (OPERS)
Ohio
$28K -$4.5K -240 -13%
AIP
71
Ameritas Investment Partners
Nebraska
$16K
Legal & General Group
72
Legal & General Group
United Kingdom
$14K
California State Teachers Retirement System (CalSTRS)
73
California State Teachers Retirement System (CalSTRS)
California
$11.8K
TRCT
74
Tower Research Capital (TRC)
New York
$9.44K -$3.47K -185 -26%
AB
75
Amalgamated Bank
New York
$6K

ISTR Hedge Fund Activity: Q1 2025 in Review

85 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Investar Holding Corp (ISTR) for Q1 2025, worth a combined $105M — down 23% from $138M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of ISTR and 8 opened new positions — a net loss of 1 holder — while 29 trimmed existing stakes and 30 added.

The largest buyer was Black Maple Capital Management, opening a new position worth an estimated $910K. The largest seller was Franklin Resources, exiting entirely with an estimated $2.91M sold.

  • 85 institutional investors held Investar Holding Corp (ISTR) as of Q1 2025, down from 86 in Q4 2024.
  • Funds reported $105M of Investar Holding Corp stock for Q1 2025, down 23% quarter-over-quarter.
  • 8 funds opened new Investar Holding Corp positions in Q1 2025 and 9 closed out, a net change of -1 holder.
  • The largest Investar Holding Corp buyer in Q1 2025 was Black Maple Capital Management, an estimated $910K added.
  • The largest Investar Holding Corp seller in Q1 2025 was Franklin Resources, an estimated $2.91M sold.

Based on aggregated 13F filings for Q1 2025.