We are live on ! Find out more
WSBF icon

Waterstone Financial
WSBF

96 hedge funds and large institutions have $129M invested in Waterstone Financial in 2025 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 42 increasing their positions, 22 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

91% more repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 22

27% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 11

1% more funds holding

Funds holding: 95 → 96 (+1)

2% less capital invested

Capital invested by funds: $131M → $129M (-$2.18M)

2.07% less ownership

Funds ownership: 50.35% → 48.29% (-2.1%)

Holders
96
Holders Change
+1
Holders Change %
+1.05%
% of All Funds
1.26%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
14
Increased
42
Reduced
22
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CA
CSM Advisors
Pennsylvania
+$2.52M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$571K
3
Two Sigma Investments
Two Sigma Investments
New York
+$558K
4
FL
Fourthstone LLC
Missouri
+$517K
5
HSBC Holdings
HSBC Holdings
United Kingdom
+$512K

Top Sellers

Rank Fund Capital Flow
1
RIP
Rhino Investment Partners
Pennsylvania
-$7.47M
2
BlackRock
BlackRock
New York
-$911K
3
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$604K
4
JGUA
John G. Ullman & Associates
New York
-$533K
5
HIM
Hillsdale Investment Management
Ontario, Canada
-$273K
Name Holding Trade Value Shares
Change 		Change in
Stake
Two Sigma Advisers
26
Two Sigma Advisers
New York
$750K +$326K +25,500 +89%
JGUA
27
John G. Ullman & Associates
New York
$706K -$533K -41,611 -45%
QCM
28
Quantinno Capital Management
New York
$666K +$244K +19,025 +65%
UBS Group
29
UBS Group
Switzerland
$647K +$177K +13,834 +42%
N
30
Nuveen
North Carolina
$598K -$246K -19,189 -31%
GCP
31
GSA Capital Partners
United Kingdom
$576K +$158K +12,343 +42%
Barclays
32
Barclays
United Kingdom
$532K +$248K +19,377 +101%
Bank of America
33
Bank of America
North Carolina
$511K +$146K +11,427 +45%
SO
34
STRS Ohio
Ohio
$511K +$20.5K +1,600 +5%
Connor, Clark & Lunn Investment Management (CC&L)
35
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$482K -$135K -10,538 -23%
Invesco
36
Invesco
Georgia
$410K -$74.2K -5,800 -16%
State of Wisconsin Investment Board
37
State of Wisconsin Investment Board
Wisconsin
$392K +$85.8K +6,700 +31%
RhumbLine Advisers
38
RhumbLine Advisers
Massachusetts
$371K +$21.5K +1,676 +7%
Commonwealth Equity Services
39
Commonwealth Equity Services
Massachusetts
$328K -$5.43K -424 -2%
Susquehanna International Group
40
Susquehanna International Group
Pennsylvania
$315K -$19.4K -1,517 -6%
Jane Street
41
Jane Street
New York
$301K -$52.2K -4,080 -16%
AllianceBernstein
42
AllianceBernstein
Tennessee
$288K +$3.84K +300 +1%
Squarepoint
43
Squarepoint
New York
$278K +$257K +20,108 New
Millennium Management
44
Millennium Management
New York
$257K -$131K -10,224 -35%
OSAM
45
O'Shaughnessy Asset Management
Connecticut
$239K +$221K +17,295 New
Royal Bank of Canada
46
Royal Bank of Canada
Ontario, Canada
$233K +$2.04K +159 +0.9%
CRC
47
Curi RMB Capital
Illinois
$228K – – –
Los Angeles Capital Management
48
Los Angeles Capital Management
California
$219K +$14.5K +1,135 +8%
First Trust Advisors
49
First Trust Advisors
Illinois
$168K +$6.42K +502 +4%
FFA
50
Farther Finance Advisors
California
$155K -$1.38K -108 -1%
1
2
3 4 5

WSBF Hedge Fund Activity: Q2 2025 in Review

96 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Waterstone Financial (WSBF) for Q2 2025, worth a combined $129M — down 1.7% from $131M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new WSBF positions and 11 closed out — a net gain of 3 holders — while 42 added to existing stakes and 22 trimmed.

The largest buyer was CSM Advisors, opening a new position worth an estimated $2.52M. The largest seller was Rhino Investment Partners, exiting entirely with an estimated $7.47M sold.

  • 96 institutional investors held Waterstone Financial (WSBF) as of Q2 2025, up from 95 in Q1 2025.
  • Funds reported $129M of Waterstone Financial stock for Q2 2025, down 1.7% quarter-over-quarter.
  • 14 funds opened new Waterstone Financial positions in Q2 2025 and 11 closed out, a net change of +3 holders.
  • The largest Waterstone Financial buyer in Q2 2025 was CSM Advisors, an estimated $2.52M added.
  • The largest Waterstone Financial seller in Q2 2025 was Rhino Investment Partners, an estimated $7.47M sold.

Based on aggregated 13F filings for Q2 2025.