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Investar Holding Corp

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: 95100 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$26.7M +$405K +16,487 +2%
FL
2
Fourthstone LLC
Missouri
$18.6M +$10.2M +416,145 +149%
Vanguard Group
3
Vanguard Group
Pennsylvania
$14.2M +$215K +8,735 +2%
AllianceBernstein
4
AllianceBernstein
Tennessee
$12.1M +$573K +23,304 +5%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$11M +$463K +18,836 +5%
BFC
6
Banc Funds Company
Illinois
$8.2M -$1.58M -64,206 -17%
RA
7
Royce & Associates
New York
$7.9M -$501K -20,378 -6%
Wellington Management Group
8
Wellington Management Group
Massachusetts
$7.55M -$238K -9,671 -3%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$5.97M -$212K -8,608 -4%
MCM
10
Maltese Capital Management
New York
$4.6M -$1.89M -76,715 -31%
Acadian Asset Management
11
Acadian Asset Management
Massachusetts
$4.48M +$66.6K +2,707 +2%
KCM
12
Kennedy Capital Management
Missouri
$3.67M +$38.9K +1,582 +1%
State Street
13
State Street
Massachusetts
$3.62M +$149K +6,055 +5%
BCM
14
Bridgeway Capital Management
Texas
$3.49M +$119K +4,824 +4%
American Century Companies
15
American Century Companies
Missouri
$3.26M +$853K +34,693 +40%
Arrowstreet Capital
16
Arrowstreet Capital
Massachusetts
$2.91M -$63.6K -2,586 -2%
HIM
17
Hillsdale Investment Management
Ontario, Canada
$2.59M -$353K -14,363 -13%
Northern Trust
18
Northern Trust
Illinois
$2.34M -$104K -4,221 -5%
HSBC Holdings
19
HSBC Holdings
United Kingdom
$1.75M -$43K -1,750 -3%
Connor, Clark & Lunn Investment Management (CC&L)
20
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$1.65M -$15.5K -630 -1%
Morgan Stanley
21
Morgan Stanley
New York
$1.6M +$146K +5,945 +11%
EF
22
Empowered Funds
Pennsylvania
$1.58M +$119K +4,824 +9%
Marshall Wace
23
Marshall Wace
United Kingdom
$1.4M -$251K -10,218 -16%
Renaissance Technologies
24
Renaissance Technologies
New York
$1.31M -$462K -18,800 -28%
SGCA
25
Steel Grove Capital Advisors
Tennessee
$1.24M +$10.9K +443 +1%

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.