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Waldencast
WALD

66 hedge funds and large institutions have $39.9M invested in Waldencast in 2025 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 20 increasing their positions, 19 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 5

8% more funds holding

Funds holding: 61 → 66 (+5)

5% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 19

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0.12% less ownership

Funds ownership: 18.1% → 17.98% (-0.12%)

0% less capital invested

Capital invested by funds: $40M → $39.9M (-$71K)

Holders
66
Holders Change
+5
Holders Change %
+8.2%
% 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
10
Increased
20
Reduced
19
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
+$78.7K
2
Deutsche Bank
Deutsche Bank
Germany
+$63.6K
3
BlackRock
BlackRock
New York
+$57.6K
4
CIBC Asset Management
CIBC Asset Management
Ontario, Canada
+$50K
5
Bank of America
Bank of America
North Carolina
+$32.8K

Top Sellers

Rank Fund Capital Flow
1
UBS Group
UBS Group
Switzerland
-$1.51M
2
ML
McAdam LLC
Pennsylvania
-$91.9K
3
Northern Trust
Northern Trust
Illinois
-$79.4K
4
Squarepoint
Squarepoint
New York
-$77.8K
5
JP Morgan Chase
JP Morgan Chase
New York
-$18.8K
Name Holding Trade Value Shares
Change 		Change in
Stake
Carson Wealth (CWM LLC)
51
Carson Wealth (CWM LLC)
Nebraska
$3K -$494 -243 -12%
AB
52
Amalgamated Bank
New York
$3K +$203 +100 +8%
Citigroup
53
Citigroup
New York
$1.8K +$879 +433 +82%
GI
54
GAMMA Investing
California
$1.1K +$1.18K +583 New
Optiver Holding
55
Optiver Holding
Netherlands
$1.06K – – –
Nisa Investment Advisors
56
Nisa Investment Advisors
Missouri
$812 +$617 +304 +238%
PNC Financial Services Group
57
PNC Financial Services Group
Pennsylvania
$641 -$498 -245 -42%
PWMG
58
Private Wealth Management Group
New Jersey
$442 -$282 -139 -37%
CA
59
CoreCap Advisors
Michigan
$340 – – –
AF
60
Allworth Financial
California
$74 +$10 +5 +15%
EP
61
Essential Partners
California
$23 +$20 +10 +500%
IA
62
IFP Advisors
Florida
$21 -$6 -3 -21%
DCM
63
Dupont Capital Management
Delaware
$8 – – –
SS
64
Sunbelt Securities
Texas
$6 +$6 +3 New
SS
65
SBI Securities
Japan
$2 – – –
RIL
66
Rothschild Investment LLC
Illinois
$2 +$2 +1 New
Squarepoint
67
Squarepoint
New York
– -$77.8K -39,311 Closed
AAP
68
Arax Advisory Partners
Colorado
– -$1.2K -604 Closed
VCM
69
Versant Capital Management
Arizona
– -$311 -157 Closed
CA
70
Clearstead Advisors
Ohio
– -$60 -30 Closed
TWD
71
True Wealth Design
Ohio
– -$10 -5 Closed
1 2
3

WALD Hedge Fund Activity: Q4 2025 in Review

66 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Waldencast (WALD) for Q4 2025, worth a combined $39.9M — down 0.18% from $40M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new WALD positions and 5 closed out — a net gain of 5 holders — while 20 added to existing stakes and 19 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $78.7K. The largest seller was UBS Group, cutting an estimated $1.51M.

  • 66 institutional investors held Waldencast (WALD) as of Q4 2025, up from 61 in Q3 2025.
  • Funds reported $39.9M of Waldencast stock for Q4 2025, down 0.18% quarter-over-quarter.
  • 10 funds opened new Waldencast positions in Q4 2025 and 5 closed out, a net change of +5 holders.
  • The largest Waldencast buyer in Q4 2025 was Goldman Sachs, an estimated $78.7K added.
  • The largest Waldencast seller in Q4 2025 was UBS Group, an estimated $1.51M sold.

Based on aggregated 13F filings for Q4 2025.