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SR Bancorp

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: 5763 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$7.37M +$79.7K +5,197 +1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$7.23M -$226K -14,708 -3%
SCM
3
Saber Capital Management
North Carolina
$4.27M +$4.16M +271,283 New
Renaissance Technologies
4
Renaissance Technologies
New York
$2.82M -$540K -35,200 -16%
MP
5
Mangrove Partners
Connecticut
$2.68M -$44.6K -2,908 -2%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$2.66M -$151K -9,826 -6%
Acadian Asset Management
7
Acadian Asset Management
Massachusetts
$1.34M +$104K +6,807 +9%
State Street
8
State Street
Massachusetts
$1.28M +$690 +45 +0.1%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$1.01M +$218K +14,183 +29%
CP
10
Covalent Partners
Massachusetts
$944K +$303K +19,740 +49%
Northern Trust
11
Northern Trust
Illinois
$789K -$141K -9,182 -15%
Two Sigma Investments
12
Two Sigma Investments
New York
$738K +$424K +27,619 +144%
ACP
13
Arcus Capital Partners
Georgia
$636K +$29.9K +1,947 +5%
SV
14
Stilwell Value
New York
$630K
UBS Group
15
UBS Group
Switzerland
$604K +$196K +12,794 +50%
SO
16
STRS Ohio
Ohio
$515K -$41.4K -2,700 -8%
PHS
17
Pekin Hardy Strauss
Illinois
$472K -$15.3K -1,000 -3%
PAM
18
Panagora Asset Management
Massachusetts
$447K +$60.6K +3,950 +16%
AA
19
Ancora Advisors
Ohio
$427K +$416K +27,100 New
Bank of New York Mellon
20
Bank of New York Mellon
New York
$371K +$7.03K +458 +2%
Charles Schwab
21
Charles Schwab
California
$361K
N
22
Nuveen
North Carolina
$331K +$16.3K +1,065 +5%
Morgan Stanley
23
Morgan Stanley
New York
$313K +$28.2K +1,836 +10%
Goldman Sachs
24
Goldman Sachs
New York
$309K +$48.9K +3,189 +19%
OSAM
25
O'Shaughnessy Asset Management
Connecticut
$254K +$247K +16,124 New

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.