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Investar Holding Corp
ISTR

91 hedge funds and large institutions have $116M invested in Investar Holding Corp in 2025 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 34 increasing their positions, 28 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 2

21% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 28

10% more capital invested

Capital invested by funds: $105M → $116M (+$11M)

7% more funds holding

Funds holding: 85 → 91 (+6)

0.26% more ownership

Funds ownership: 60.93% → 61.18% (+0.26%)

Holders
91
Holders Change
+6
Holders Change %
+7.06%
% of All Funds
1.2%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
34
Reduced
28
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
RA
Royce & Associates
New York
+$1.97M
2
KAS
Kestra Advisory Services
Texas
+$1.51M
3
AllianceBernstein
AllianceBernstein
Tennessee
+$594K
4
FL
Fourthstone LLC
Missouri
+$558K
5
Los Angeles Capital Management
Los Angeles Capital Management
California
+$458K

Top Sellers

Rank Fund Capital Flow
1
Russell Investments Group
Russell Investments Group
United Kingdom
-$2.74M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$1.2M
3
BMCM
Black Maple Capital Management
Wisconsin
-$601K
4
BFC
Banc Funds Company
Illinois
-$553K
5
RWM
Ritholtz Wealth Management
New York
-$539K
Name Holding Trade Value Shares
Change 		Change in
Stake
Fidelity Investments
76
Fidelity Investments
Massachusetts
$6.99K +$2.34K +127 +54%
AB
77
Amalgamated Bank
New York
$6K – – –
WSFS
78
Wilmington Savings Fund Society
Delaware
$5.85K – – –
SCM
79
Sterling Capital Management
North Carolina
$5.04K +$1.86K +101 +63%
Federated Hermes
80
Federated Hermes
Pennsylvania
$3.71K -$572 -31 -14%
Russell Investments Group
81
Russell Investments Group
United Kingdom
$3.28K -$2.74M -148,655 -100%
CAL
82
Capital Advisors Ltd
Ohio
$3K – – –
1NWS
83
1 North Wealth Services
Maryland
$2.42K – – –
C
84
Covestor
United Kingdom
$1K +$332 +18 +44%
GI
85
GAMMA Investing
California
$425 -$1.46K -79 -78%
AF
86
Allworth Financial
California
$329 +$314 +17 New
IA
87
IFP Advisors
Florida
$174 +$18 +1 New
EWA
88
EverSource Wealth Advisors
Alabama
$135 +$129 +7 New
PA
89
Parallel Advisors
California
$125 – – –
EP
90
Essential Partners
California
$116 +$111 +6 New
SS
91
SBI Securities
Japan
$19 – – –
Boston Partners
92
Boston Partners
Massachusetts
– -$496K -28,160 Closed
CF
93
Corebridge Financial
Texas
– -$79.8K -4,530 Closed
1 2 3
4

ISTR Hedge Fund Activity: Q2 2025 in Review

91 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Investar Holding Corp (ISTR) for Q2 2025, worth a combined $116M — up 10% from $105M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new ISTR positions and 2 closed out — a net gain of 6 holders — while 34 added to existing stakes and 28 trimmed.

The largest buyer was Royce & Associates, adding an estimated $1.97M. The largest seller was Russell Investments Group, cutting an estimated $2.74M.

  • 91 institutional investors held Investar Holding Corp (ISTR) as of Q2 2025, up from 85 in Q1 2025.
  • Funds reported $116M of Investar Holding Corp stock for Q2 2025, up 10% quarter-over-quarter.
  • 8 funds opened new Investar Holding Corp positions in Q2 2025 and 2 closed out, a net change of +6 holders.
  • The largest Investar Holding Corp buyer in Q2 2025 was Royce & Associates, an estimated $1.97M added.
  • The largest Investar Holding Corp seller in Q2 2025 was Russell Investments Group, an estimated $2.74M sold.

Based on aggregated 13F filings for Q2 2025.