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Waldencast
WALD

61 hedge funds and large institutions have $40M invested in Waldencast in 2025 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 24 increasing their positions, 12 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 12

75% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 8

11% more funds holding

Funds holding: 55 → 61 (+6)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

2.72% less ownership

Funds ownership: 20.82% → 18.1% (-2.7%)

30% less capital invested

Capital invested by funds: $56.9M → $40M (-$16.9M)

Holders
61
Holders Change
+6
Holders Change %
+10.91%
% of All Funds
0.8%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
14
Increased
24
Reduced
12
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
UBS Group
UBS Group
Switzerland
+$1.38M
2
MADR
Milestones Administradora de Recursos
Brazil
+$452K
3
BlackRock
BlackRock
New York
+$209K
4
Morgan Stanley
Morgan Stanley
New York
+$121K
5
State Street
State Street
Massachusetts
+$119K

Top Sellers

Rank Fund Capital Flow
1
ZEP
Zeno Equity Partners
United Kingdom
-$6.18M
2
NC
Naman Capital
Brazil
-$1.9M
3
AC
Amitell Capital
Singapore
-$515K
4
SW
Simplicity Wealth
New Jersey
-$162K
5
GCP
GSA Capital Partners
United Kingdom
-$155K
Name Holding Trade Value Shares
Change 		Change in
Stake
PWMG
51
Private Wealth Management Group
New Jersey
$741 +$749 +374 New
CA
52
CoreCap Advisors
Michigan
$358 +$363 +181 New
VCM
53
Versant Capital Management
Arizona
$311 +$314 +157 New
Nisa Investment Advisors
54
Nisa Investment Advisors
Missouri
$253 +$56 +28 +28%
AF
55
Allworth Financial
California
$68 +$68 +34 New
CA
56
Clearstead Advisors
Ohio
$60 +$60 +30 New
IA
57
IFP Advisors
Florida
$28 +$28 +14 New
TWD
58
True Wealth Design
Ohio
$10 +$2 +1 +25%
DCM
59
Dupont Capital Management
Delaware
$8 – – –
EP
60
Essential Partners
California
$4 +$2 +1 +100%
SS
61
SBI Securities
Japan
$2 – – –
NC
62
Naman Capital
Brazil
– -$1.9M -776,722 Closed
AC
63
Amitell Capital
Singapore
– -$515K -210,069 Closed
GCP
64
GSA Capital Partners
United Kingdom
– -$155K -63,439 Closed
Susquehanna International Group
65
Susquehanna International Group
Pennsylvania
– -$128K -52,148 Closed
VOYA Investment Management
66
VOYA Investment Management
Georgia
– -$33K -13,479 Closed
State Board of Administration of Florida Retirement System
67
State Board of Administration of Florida Retirement System
Florida
– -$25.2K -10,290 Closed
Jane Street
68
Jane Street
New York
– -$25K -10,221 Closed
Osaic Holdings
69
Osaic Holdings
Arizona
– -$123 -41 Closed
1 2
3

WALD Hedge Fund Activity: Q3 2025 in Review

61 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in Waldencast (WALD) for Q3 2025, worth a combined $40M — down 30% from $56.9M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new WALD positions and 8 closed out — a net gain of 6 holders — while 24 added to existing stakes and 12 trimmed.

The largest buyer was UBS Group, adding an estimated $1.38M. The largest seller was Zeno Equity Partners, cutting an estimated $6.18M.

  • 61 institutional investors held Waldencast (WALD) as of Q3 2025, up from 55 in Q2 2025.
  • Funds reported $40M of Waldencast stock for Q3 2025, down 30% quarter-over-quarter.
  • 14 funds opened new Waldencast positions in Q3 2025 and 8 closed out, a net change of +6 holders.
  • The largest Waldencast buyer in Q3 2025 was UBS Group, an estimated $1.38M added.
  • The largest Waldencast seller in Q3 2025 was Zeno Equity Partners, an estimated $6.18M sold.

Based on aggregated 13F filings for Q3 2025.