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Waterstone Financial
WSBF

123 hedge funds and large institutions have $170M invested in Waterstone Financial in 2026 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 41 increasing their positions, 35 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

156% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 9

17% more repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 35

12% more capital invested

Capital invested by funds: $152M → $170M (+$17.5M)

10% more funds holding

Funds holding: 112 → 123 (+11)

1.46% more ownership

Funds ownership: 49.81% → 51.27% (+1.5%)

Holders
123
Holders Change
+11
Holders Change %
+9.82%
% of All Funds
1.51%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
23
Increased
41
Reduced
35
Closed
9
Calls
$45K
Puts
–
Net Calls
+$45K
Net Calls Change
+$42K

Top Buyers

Rank Fund Capital Flow
1
FL
Fourthstone LLC
Missouri
+$1.63M
2
Goldman Sachs
Goldman Sachs
New York
+$1.32M
3
American Century Companies
American Century Companies
Missouri
+$908K
4
DSC
Donald Smith & Co
New York
+$859K
5
Citadel Advisors
Citadel Advisors
Florida
+$507K

Top Sellers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
-$475K
2
Morgan Stanley
Morgan Stanley
New York
-$444K
3
Renaissance Technologies
Renaissance Technologies
New York
-$405K
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$380K
5
JP Morgan Chase
JP Morgan Chase
New York
-$365K
Name Holding Trade Value Shares
Change 		Change in
Stake
TA
26
Teton Advisors
New York
$1.06M – – –
HSBC Holdings
27
HSBC Holdings
United Kingdom
$874K +$36.2K +2,037 +4%
Bank of America
28
Bank of America
North Carolina
$815K +$189K +10,612 +31%
Connor, Clark & Lunn Investment Management (CC&L)
29
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$807K -$90.5K -5,092 -10%
RWM
30
Ritholtz Wealth Management
New York
$787K +$391K +22,010 +102%
N
31
Nuveen
North Carolina
$787K +$5.96K +335 +0.8%
D.E. Shaw & Co
32
D.E. Shaw & Co
New York
$734K -$92.9K -5,224 -11%
Citadel Advisors
33
Citadel Advisors
Florida
$711K +$507K +28,514 +260%
MAM
34
Martingale Asset Management
Massachusetts
$689K +$334K +18,817 +97%
OSAM
35
O'Shaughnessy Asset Management
Connecticut
$664K +$139K +7,842 +27%
State of Wisconsin Investment Board
36
State of Wisconsin Investment Board
Wisconsin
$624K +$19.6K +1,100 +3%
IC
37
IEQ Capital
California
$579K +$45.7K +2,573 +9%
SO
38
STRS Ohio
Ohio
$570K -$30.2K -1,700 -5%
Qube Research & Technologies (QRT)
39
Qube Research & Technologies (QRT)
United Kingdom
$502K +$290K +16,310 +142%
AllianceBernstein
40
AllianceBernstein
Tennessee
$428K – – –
Commonwealth Equity Services
41
Commonwealth Equity Services
Massachusetts
$423K – – –
Mariner
42
Mariner
Kansas
$385K +$33.5K +1,887 +10%
JP Morgan Chase
43
JP Morgan Chase
New York
$383K -$365K -20,532 -49%
Russell Investments Group
44
Russell Investments Group
United Kingdom
$360K -$84.7K -4,763 -19%
RhumbLine Advisers
45
RhumbLine Advisers
Massachusetts
$345K -$26.8K -1,505 -7%
XT
46
XTX Topco
Cayman Islands
$318K +$313K +17,618 New
Invesco
47
Invesco
Georgia
$311K -$32.7K -1,841 -10%
Mercer Global Advisors
48
Mercer Global Advisors
Colorado
$311K +$55.4K +3,114 +22%
Carson Wealth (CWM LLC)
49
Carson Wealth (CWM LLC)
Nebraska
$288K +$32.3K +1,816 +13%
Jane Street
50
Jane Street
New York
$283K -$103K -5,793 -27%
1
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3 4 5

WSBF Hedge Fund Activity: Q1 2026 in Review

123 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Waterstone Financial (WSBF) for Q1 2026, worth a combined $170M — up 12% from $152M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new WSBF positions and 9 closed out — a net gain of 14 holders — while 41 added to existing stakes and 35 trimmed.

The largest buyer was Fourthstone LLC, adding an estimated $1.63M. The largest seller was BlackRock, cutting an estimated $475K.

  • 123 institutional investors held Waterstone Financial (WSBF) as of Q1 2026, up from 112 in Q4 2025.
  • Funds reported $170M of Waterstone Financial stock for Q1 2026, up 12% quarter-over-quarter.
  • 23 funds opened new Waterstone Financial positions in Q1 2026 and 9 closed out, a net change of +14 holders.
  • The largest Waterstone Financial buyer in Q1 2026 was Fourthstone LLC, an estimated $1.63M added.
  • The largest Waterstone Financial seller in Q1 2026 was BlackRock, an estimated $475K sold.

Based on aggregated 13F filings for Q1 2026.