SR Bancorp
SRBK
57 hedge funds and large institutions have $36.9M invested in SR Bancorp in 2025 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 15 increasing their positions, 17 reducing their positions, and 3 closing their positions.
533% more first-time investments, than exits
New positions opened: 19 | Existing positions closed: 3
39% more funds holding
Funds holding: 41 → 57 (+16)
8% more capital invested
Capital invested by funds: $34M → $36.9M (+$2.87M)
1.45% less ownership
Funds ownership: 28% → 26.56% (-1.4%)
12% less repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 17
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Acadian Asset Management
Boston,
Massachusetts
|
+$698K |
| 2 |
CP
Covalent Partners
Concord,
Massachusetts
|
+$586K |
| 3 |
N
Nuveen
Charlotte,
North Carolina
|
+$291K |
| 4 |
SWGC
Summit Wealth Group (Colorado)
Colorado Springs,
Colorado
|
+$288K |
| 5 |
Two Sigma Investments
New York
|
+$280K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AllianceBernstein
Nashville,
Tennessee
|
-$2.8M |
| 2 |
MBAM
Mink Brook Asset Management
West Palm Beach,
Florida
|
-$1.31M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
-$511K |
| 4 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$224K |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$157K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
51
Fidelity Investments
Boston,
Massachusetts
| $739 | +$713 | +49 | New |
|
|
MPWT
52
MassMutual Private Wealth & Trust
Windsor,
Connecticut
| $498 | +$480 | +33 | New |
|
|
IA
53
IFP Advisors
Tampa,
Florida
| $257 | +$247 | +17 | New |
|
|
FFA
54
Farther Finance Advisors
San Francisco,
California
| $151 | +$146 | +10 | New |
|
|
AF
55
Allworth Financial
Folsom,
California
| $121 | +$116 | +8 | New |
|
|
EWA
56
EverSource Wealth Advisors
Birmingham,
Alabama
| $60 | +$58 | +4 | New |
|
|
TWD
57
True Wealth Design
Akron,
Ohio
| $46 | +$44 | +3 | New |
|
|
MBAM
58
Mink Brook Asset Management
West Palm Beach,
Florida
| – | -$1.31M | -96,963 | Closed |
|
|
59
Deutsche Bank
Frankfurt Am Main Ge,
Germany
| – | -$224K | -16,574 | Closed |
|
|
60
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$157K | -11,613 | Closed |
|
SRBK Hedge Fund Activity: Q3 2025 in Review
57 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in SR Bancorp (SRBK) for Q3 2025, worth a combined $36.9M — up 8.4% from $34M a quarter earlier.
Buyers outnumbered sellers: 19 funds opened new SRBK positions and 3 closed out — a net gain of 16 holders — while 15 added to existing stakes and 17 trimmed.
The largest buyer was Acadian Asset Management, adding an estimated $698K. The largest seller was AllianceBernstein, cutting an estimated $2.8M.
- 57 institutional investors held SR Bancorp (SRBK) as of Q3 2025, up from 41 in Q2 2025.
- Funds reported $36.9M of SR Bancorp stock for Q3 2025, up 8.4% quarter-over-quarter.
- 19 funds opened new SR Bancorp positions in Q3 2025 and 3 closed out, a net change of +16 holders.
- The largest SR Bancorp buyer in Q3 2025 was Acadian Asset Management, an estimated $698K added.
- The largest SR Bancorp seller in Q3 2025 was AllianceBernstein, an estimated $2.8M sold.
Based on aggregated 13F filings for Q3 2025.