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Waldencast
WALD

56 hedge funds and large institutions have $65.8M invested in Waldencast in 2025 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 14 increasing their positions, 19 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.05% less ownership

Funds ownership: 20.63% → 19.59% (-1%)

10% less funds holding

Funds holding: 62 → 56 (-6)

26% less repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 19

29% less capital invested

Capital invested by funds: $92.9M → $65.8M (-$27M)

42% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 12

50% less funds holding in top 10

Funds holding in top 10: 4 → 2 (-2)

Holders
56
Holders Change
-6
Holders Change %
-9.68%
% of All Funds
0.75%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
7
Increased
14
Reduced
19
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SW
Simplicity Wealth
New Jersey
+$388K
2
Jane Street
Jane Street
New York
+$83.1K
3
UBS Group
UBS Group
Switzerland
+$69.4K
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$64.6K
5
IIM
INTECH Investment Management
Florida
+$52.9K

Top Sellers

Rank Fund Capital Flow
1
NC
Naman Capital
Brazil
-$439K
2
Renaissance Technologies
Renaissance Technologies
New York
-$369K
3
Millennium Management
Millennium Management
New York
-$247K
4
Morgan Stanley
Morgan Stanley
New York
-$169K
5
Goldman Sachs
Goldman Sachs
New York
-$151K
Name Holding Trade Value Shares
Change 		Change in
Stake
PNC Financial Services Group
51
PNC Financial Services Group
Pennsylvania
$48 -$239 -74 -82%
EWA
52
EverSource Wealth Advisors
Alabama
$39 +$42 +13 New
TWD
53
True Wealth Design
Ohio
$18 +$19 +6 New
DCM
54
Dupont Capital Management
Delaware
$12 – – –
SS
55
SBI Securities
Japan
$3 – – –
Renaissance Technologies
56
Renaissance Technologies
New York
– -$369K -91,800 Closed
Millennium Management
57
Millennium Management
New York
– -$247K -61,447 Closed
CCG
58
Catalina Capital Group
California
– -$109K -27,102 Closed
XT
59
XTX Topco
Cayman Islands
– -$69.6K -17,314 Closed
BFG
60
Bleakley Financial Group
New Jersey
– -$68.6K -17,064 Closed
Squarepoint
61
Squarepoint
New York
– -$66.7K -16,600 Closed
Citadel Advisors
62
Citadel Advisors
Florida
– -$64.6K -16,065 Closed
EI
63
Ethic Inc
New York
– -$55.9K -13,914 Closed
ML
64
McAdam LLC
Pennsylvania
– -$50.2K -12,489 Closed
SG Americas Securities
65
SG Americas Securities
New York
– -$42K -10,324 Closed
Osaic Holdings
66
Osaic Holdings
Arizona
– -$1.56K -388 Closed
IA
67
IFP Advisors
Florida
– -$1.95K -16 Closed
C
68
Covestor
United Kingdom
– +$3 +1 +4%
1 2
3

WALD Hedge Fund Activity: Q1 2025 in Review

56 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Waldencast (WALD) for Q1 2025, worth a combined $65.8M — down 29% from $92.9M a quarter earlier.

Sellers outnumbered buyers: 12 funds closed out of WALD and 7 opened new positions — a net loss of 5 holders — while 19 trimmed existing stakes and 14 added.

The largest buyer was Simplicity Wealth, opening a new position worth an estimated $388K. The largest seller was Naman Capital, cutting an estimated $439K.

  • 56 institutional investors held Waldencast (WALD) as of Q1 2025, down from 62 in Q4 2024.
  • Funds reported $65.8M of Waldencast stock for Q1 2025, down 29% quarter-over-quarter.
  • 7 funds opened new Waldencast positions in Q1 2025 and 12 closed out, a net change of -5 holders.
  • The largest Waldencast buyer in Q1 2025 was Simplicity Wealth, an estimated $388K added.
  • The largest Waldencast seller in Q1 2025 was Naman Capital, an estimated $439K sold.

Based on aggregated 13F filings for Q1 2025.