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Lake Shore Bancorp

30 hedge funds and large institutions have $31.9M invested in Lake Shore Bancorp in 2025 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 12 increasing their positions, 5 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

140% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 5

12% more capital invested

Capital invested by funds: $28.4M → $31.9M (+$3.54M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.15% less ownership

Funds ownership: 27.93%27.78% (-0.15%)

9% less funds holding

Funds holding: 3330 (-3)

50% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 6

Holders
30
Holders Change
-3
Holders Change %
-9.09%
% of All Funds
0.36%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
3
Increased
12
Reduced
5
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SV
1
Stilwell Value
New York
$11.3M +$490K +35,000 +5%
AllianceBernstein
2
AllianceBernstein
Tennessee
$5.96M +$1.08M +77,056 +23%
OC
3
Oppenheimer & Close
New York
$2.64M
MP
4
Mangrove Partners
Connecticut
$2.21M +$41.1K +2,937 +2%
HSA
5
HBK Sorce Advisory
Pennsylvania
$1.35M -$241K -17,229 -16%
GCWM
6
Graham Capital Wealth Management
District of Columbia
$1.13M +$19.3K +1,376 +2%
Renaissance Technologies
7
Renaissance Technologies
New York
$1.03M +$181K +12,900 +23%
PLC
8
Peapod Lane Capital
New York
$1.01M +$6.99K +499 +0.7%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$661K +$1.48K +106 +0.2%
MA
10
Minerva Advisors
Pennsylvania
$649K
Vanguard Group
11
Vanguard Group
Pennsylvania
$522K
Citadel Advisors
12
Citadel Advisors
Florida
$446K +$226K +16,133 +113%
Morgan Stanley
13
Morgan Stanley
New York
$397K
Geode Capital Management
14
Geode Capital Management
Massachusetts
$390K -$23.7K -1,695 -6%
CC
15
Courier Capital
New York
$376K +$140 +10 +0%
First Manhattan
16
First Manhattan
New York
$368K
SCP
17
Sandhill Capital Partners
New York
$293K
RHAM
18
Round Hill Asset Management
California
$230K
Cerity Partners
19
Cerity Partners
New York
$225K
Acadian Asset Management
20
Acadian Asset Management
Massachusetts
$214K +$207K +14,805 New
BCM
21
Bridgeway Capital Management
Texas
$184K +$19.6K +1,400 +13%
BlackRock
22
BlackRock
New York
$151K +$9.26K +661 +7%
Bank of America
23
Bank of America
North Carolina
$89.4K -$42 -3 -0%
WT
24
Whittier Trust
California
$21.6K -$966 -69 -5%
FFA
25
Farther Finance Advisors
California
$19.9K +$19K +1,354 New

LSBK Hedge Fund Activity: Q4 2025 in Review

30 of the 8,225 institutional investors tracked by Wall St. Rank reported a position in Lake Shore Bancorp (LSBK) for Q4 2025, worth a combined $31.9M — up 12% from $28.4M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of LSBK and 3 opened new positions — a net loss of 3 holders — while 5 trimmed existing stakes and 12 added.

The largest buyer was AllianceBernstein, adding an estimated $1.08M. The largest seller was M3F Inc, exiting entirely with an estimated $972K sold.

  • 30 institutional investors held Lake Shore Bancorp (LSBK) as of Q4 2025, down from 33 in Q3 2025.
  • Funds reported $31.9M of Lake Shore Bancorp stock for Q4 2025, up 12% quarter-over-quarter.
  • 3 funds opened new Lake Shore Bancorp positions in Q4 2025 and 6 closed out, a net change of -3 holders.
  • The largest Lake Shore Bancorp buyer in Q4 2025 was AllianceBernstein, an estimated $1.08M added.
  • The largest Lake Shore Bancorp seller in Q4 2025 was M3F Inc, an estimated $972K sold.

Based on aggregated 13F filings for Q4 2025.