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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
BlackRock
1
BlackRock
New York
$15.7M +$851K +45,391 +5%
Vanguard Group
2
Vanguard Group
Pennsylvania
$9.24M -$28.1K -1,499 -0.3%
BFC
3
Banc Funds Company
Illinois
$9M -$210K -11,211 -2%
AllianceBernstein
4
AllianceBernstein
Tennessee
$6.73M +$680K +36,263 +10%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$6.5M +$523K +27,907 +8%
MCM
6
Maltese Capital Management
New York
$4.55M +$77.9K +4,153 +2%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$4.01M +$134K +7,152 +3%
RA
8
Royce & Associates
New York
$3.75M -$197K -10,500 -5%
Wellington Management Group
9
Wellington Management Group
Massachusetts
$3.64M -$418K -22,277 -10%
RIP
10
Rhino Investment Partners
Pennsylvania
$2.77M +$219K +11,703 +8%
Russell Investments Group
11
Russell Investments Group
United Kingdom
$2.62M -$793K -42,268 -22%
PU
12
Petiole USA
New York
$2.57M
BCM
13
Bridgeway Capital Management
Texas
$2.44M -$141K -7,495 -5%
Arrowstreet Capital
14
Arrowstreet Capital
Massachusetts
$2.17M -$54.8K -2,924 -2%
State Street
15
State Street
Massachusetts
$1.97M +$32.9K +1,752 +2%
Northern Trust
16
Northern Trust
Illinois
$1.74M -$39.9K -2,129 -2%
HIM
17
Hillsdale Investment Management
Ontario, Canada
$1.7M +$76.9K +4,100 +4%
Acadian Asset Management
18
Acadian Asset Management
Massachusetts
$1.63M +$194K +10,342 +13%
KCM
19
Kennedy Capital Management
Missouri
$1.61M -$1.95M -103,784 -53%
Morgan Stanley
20
Morgan Stanley
New York
$1.52M -$59K -3,147 -4%
OSAM
21
O'Shaughnessy Asset Management
Connecticut
$1.18M -$588K -31,373 -32%
Renaissance Technologies
22
Renaissance Technologies
New York
$1.13M +$80.6K +4,300 +7%
EF
23
Empowered Funds
Pennsylvania
$1.02M +$73.2K +3,905 +7%
American Century Companies
24
American Century Companies
Missouri
$962K -$26.6K -1,416 -3%
HSBC Holdings
25
HSBC Holdings
United Kingdom
$929K +$390K +20,794 +66%

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.