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SR Bancorp
SRBK

63 hedge funds and large institutions have $40.6M invested in SR Bancorp in 2025 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 24 increasing their positions, 17 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 4

41% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 17

11% more funds holding

Funds holding: 57 → 63 (+6)

10% more capital invested

Capital invested by funds: $36.9M → $40.6M (+$3.66M)

3.64% more ownership

Funds ownership: 26.56% → 30.19% (+3.6%)

Holders
63
Holders Change
+6
Holders Change %
+10.53%
% of All Funds
0.77%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.02%
New
10
Increased
24
Reduced
17
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Two Sigma Investments
Two Sigma Investments
New York
+$424K
2
AA
Ancora Advisors
Ohio
+$416K
3
CP
Covalent Partners
Massachusetts
+$303K
4
OSAM
O'Shaughnessy Asset Management
Connecticut
+$247K
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$218K

Top Sellers

Rank Fund Capital Flow
1
AllianceBernstein
AllianceBernstein
Tennessee
-$2.18M
2
SWGC
Summit Wealth Group (Colorado)
Colorado
-$1.14M
3
Renaissance Technologies
Renaissance Technologies
New York
-$540K
4
Vanguard Group
Vanguard Group
Pennsylvania
-$226K
5
TI
Trexquant Investment
Connecticut
-$199K
Name Holding Trade Value Shares
Change 		Change in
Stake
NSIM
51
North Star Investment Management
Illinois
$3.35K +$3.27K +213 New
ACA
52
American Capital Advisory
Idaho
$3.15K – – –
Carson Wealth (CWM LLC)
53
Carson Wealth (CWM LLC)
Nebraska
$3K +$798 +52 +38%
C
54
Covestor
United Kingdom
$2K +$1.87K +122 New
EP
55
Essential Partners
California
$1.46K +$77 +5 +6%
MPWT
56
MassMutual Private Wealth & Trust
Connecticut
$519 – – –
IA
57
IFP Advisors
Florida
$331 +$61 +4 +24%
FFA
58
Farther Finance Advisors
California
$157 – – –
AF
59
Allworth Financial
California
$126 – – –
EWA
60
EverSource Wealth Advisors
Alabama
$63 – – –
MCM
61
MAI Capital Management
Ohio
$32 +$31 +2 New
RIL
62
Rothschild Investment LLC
Illinois
$31 +$31 +2 New
TWD
63
True Wealth Design
Ohio
$16 -$31 -2 -67%
AllianceBernstein
64
AllianceBernstein
Tennessee
– -$2.18M -144,577 Closed
SWGC
65
Summit Wealth Group (Colorado)
Colorado
– -$1.14M -19,822 Closed
TI
66
Trexquant Investment
Connecticut
– -$199K -13,179 Closed
AAP
67
Arax Advisory Partners
Colorado
– -$1.39K -92 Closed
1 2
3

SRBK Hedge Fund Activity: Q4 2025 in Review

63 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in SR Bancorp (SRBK) for Q4 2025, worth a combined $40.6M — up 9.9% from $36.9M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new SRBK positions and 4 closed out — a net gain of 6 holders — while 24 added to existing stakes and 17 trimmed.

The largest buyer was Two Sigma Investments, adding an estimated $424K. The largest seller was AllianceBernstein, exiting entirely with an estimated $2.18M sold.

  • 63 institutional investors held SR Bancorp (SRBK) as of Q4 2025, up from 57 in Q3 2025.
  • Funds reported $40.6M of SR Bancorp stock for Q4 2025, up 9.9% quarter-over-quarter.
  • 10 funds opened new SR Bancorp positions in Q4 2025 and 4 closed out, a net change of +6 holders.
  • The largest SR Bancorp buyer in Q4 2025 was Two Sigma Investments, an estimated $424K added.
  • The largest SR Bancorp seller in Q4 2025 was AllianceBernstein, an estimated $2.18M sold.

Based on aggregated 13F filings for Q4 2025.