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Investar Holding Corp
ISTR

95 hedge funds and large institutions have $146M invested in Investar Holding Corp in 2025 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 38 increasing their positions, 26 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 8

46% more repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 26

26% more capital invested

Capital invested by funds: $116M → $146M (+$29.9M)

4% more funds holding

Funds holding: 91 → 95 (+4)

3.06% more ownership

Funds ownership: 61.18% → 64.24% (+3.1%)

Holders
95
Holders Change
+4
Holders Change %
+4.4%
% of All Funds
1.25%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
38
Reduced
26
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
FL
Fourthstone LLC
Missouri
+$5.6M
2
BlackRock
BlackRock
New York
+$2.02M
3
Wellington Management Group
Wellington Management Group
Massachusetts
+$1.92M
4
Acadian Asset Management
Acadian Asset Management
Massachusetts
+$1.23M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$1.19M

Top Sellers

Rank Fund Capital Flow
1
RIP
Rhino Investment Partners
Pennsylvania
-$3.17M
2
BFC
Banc Funds Company
Illinois
-$2.46M
3
KAS
Kestra Advisory Services
Texas
-$1.59M
4
Morgan Stanley
Morgan Stanley
New York
-$920K
5
PU
Petiole USA
New York
-$619K
Name Holding Trade Value Shares
Change 		Change in
Stake
SCM
76
Sterling Capital Management
North Carolina
$14.7K +$8.33K +371 +142%
Federated Hermes
77
Federated Hermes
Pennsylvania
$13.2K +$8.44K +376 +196%
TRCT
78
Tower Research Capital (TRC)
New York
$12.3K -$53.1K -2,368 -82%
Fidelity Investments
79
Fidelity Investments
Massachusetts
$8.4K – – –
AB
80
Amalgamated Bank
New York
$7K – – –
AAP
81
Arax Advisory Partners
Colorado
$5.87K +$5.68K +253 New
Optiver Holding
82
Optiver Holding
Netherlands
$4.13K +$4K +178 New
CAL
83
Capital Advisors Ltd
Ohio
$4K – – –
1NWS
84
1 North Wealth Services
Maryland
$2.9K – – –
Citigroup
85
Citigroup
New York
$2.46K -$66.6K -2,968 -97%
EP
86
Essential Partners
California
$1.86K +$1.66K +74 +1,233%
GI
87
GAMMA Investing
California
$1.51K +$965 +43 +195%
C
88
Covestor
United Kingdom
$1K -$696 -31 -53%
AF
89
Allworth Financial
California
$766 +$359 +16 +94%
IA
90
IFP Advisors
Florida
$302 +$269 +12 +1,200%
EWA
91
EverSource Wealth Advisors
Alabama
$186 +$22 +1 +14%
PA
92
Parallel Advisors
California
$150 – – –
TWD
93
True Wealth Design
Ohio
$70 +$67 +3 New
CA
94
Clearstead Advisors
Ohio
$47 +$45 +2 New
SS
95
SBI Securities
Japan
$23 – – –
RIP
96
Rhino Investment Partners
Pennsylvania
– -$3.17M -164,010 Closed
KAS
97
Kestra Advisory Services
Texas
– -$1.59M -82,084 Closed
Millennium Management
98
Millennium Management
New York
– -$577K -29,889 Closed
BMCM
99
Black Maple Capital Management
Wisconsin
– -$308K -15,965 Closed
Deutsche Bank
100
Deutsche Bank
Germany
– -$264K -13,639 Closed
1 2 3
4
5

ISTR Hedge Fund Activity: Q3 2025 in Review

95 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in Investar Holding Corp (ISTR) for Q3 2025, worth a combined $146M — up 26% from $116M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new ISTR positions and 8 closed out — a net gain of 4 holders — while 38 added to existing stakes and 26 trimmed.

The largest buyer was Fourthstone LLC, adding an estimated $5.6M. The largest seller was Rhino Investment Partners, exiting entirely with an estimated $3.17M sold.

  • 95 institutional investors held Investar Holding Corp (ISTR) as of Q3 2025, up from 91 in Q2 2025.
  • Funds reported $146M of Investar Holding Corp stock for Q3 2025, up 26% quarter-over-quarter.
  • 12 funds opened new Investar Holding Corp positions in Q3 2025 and 8 closed out, a net change of +4 holders.
  • The largest Investar Holding Corp buyer in Q3 2025 was Fourthstone LLC, an estimated $5.6M added.
  • The largest Investar Holding Corp seller in Q3 2025 was Rhino Investment Partners, an estimated $3.17M sold.

Based on aggregated 13F filings for Q3 2025.