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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.

New
Increased
Maintained
Reduced
Closed

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

Holders
57
Holders Change
+16
Holders Change %
+39.02%
% of All Funds
0.75%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
19
Increased
15
Reduced
17
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Acadian Asset Management
Acadian Asset Management
Massachusetts
+$698K
2
CP
Covalent Partners
Massachusetts
+$586K
3
N
Nuveen
North Carolina
+$291K
4
SWGC
Summit Wealth Group (Colorado)
Colorado
+$288K
5
Two Sigma Investments
Two Sigma Investments
New York
+$280K

Top Sellers

Rank Fund Capital Flow
1
AllianceBernstein
AllianceBernstein
Tennessee
-$2.8M
2
MBAM
Mink Brook Asset Management
Florida
-$1.31M
3
Vanguard Group
Vanguard Group
Pennsylvania
-$511K
4
Deutsche Bank
Deutsche Bank
Germany
-$224K
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$157K
Name Holding Trade Value Shares
Change 		Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$7.15M -$511K -35,122 -7%
BlackRock
2
BlackRock
New York
$6.99M +$228K +15,643 +3%
Renaissance Technologies
3
Renaissance Technologies
New York
$3.24M +$151K +10,400 +5%
Geode Capital Management
4
Geode Capital Management
Massachusetts
$2.7M -$123K -8,428 -5%
MP
5
Mangrove Partners
Connecticut
$2.62M +$124K +8,492 +5%
AllianceBernstein
6
AllianceBernstein
Tennessee
$2.18M -$2.8M -192,518 -57%
State Street
7
State Street
Massachusetts
$1.22M +$224K +15,424 +24%
Acadian Asset Management
8
Acadian Asset Management
Massachusetts
$1.18M +$698K +47,960 +157%
SWGC
9
Summit Wealth Group (Colorado)
Colorado
$1.14M +$288K +19,822 New
Northern Trust
10
Northern Trust
Illinois
$895K -$58.7K -4,035 -6%
Dimensional Fund Advisors
11
Dimensional Fund Advisors
Texas
$750K -$82.5K -5,667 -10%
CP
12
Covalent Partners
Massachusetts
$608K +$586K +40,260 New
SV
13
Stilwell Value
New York
$604K – – –
ACP
14
Arcus Capital Partners
Georgia
$581K – – –
SO
15
STRS Ohio
Ohio
$534K -$26.2K -1,800 -5%
PHS
16
Pekin Hardy Strauss
Illinois
$468K +$29.1K +2,000 +7%
UBS Group
17
UBS Group
Switzerland
$386K +$213K +14,660 +134%
PAM
18
Panagora Asset Management
Massachusetts
$369K +$168K +11,529 +89%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$348K +$24.2K +1,661 +8%
Charles Schwab
20
Charles Schwab
California
$346K -$9.14K -628 -3%
Marshall Wace
21
Marshall Wace
United Kingdom
$335K -$145K -9,948 -31%
N
22
Nuveen
North Carolina
$302K +$291K +19,986 New
Two Sigma Investments
23
Two Sigma Investments
New York
$290K +$280K +19,241 New
Morgan Stanley
24
Morgan Stanley
New York
$272K -$24K -1,647 -8%
Goldman Sachs
25
Goldman Sachs
New York
$248K +$239K +16,458 New
1
2 3

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.