We are live on ! Find out more
WSBF icon

Waterstone Financial
WSBF

102 hedge funds and large institutions have $143M invested in Waterstone Financial in 2025 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 38 increasing their positions, 31 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

86% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 7

23% more repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 31

11% more capital invested

Capital invested by funds: $129M → $143M (+$14.2M)

6% more funds holding

Funds holding: 96 → 102 (+6)

0.74% more ownership

Funds ownership: 48.29% → 49.02% (+0.74%)

Holders
102
Holders Change
+6
Holders Change %
+6.25%
% of All Funds
1.34%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
38
Reduced
31
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
AQR Capital Management
AQR Capital Management
Connecticut
+$1.21M
2
FL
Fourthstone LLC
Missouri
+$937K
3
QCM
Quantinno Capital Management
New York
+$913K
4
Goldman Sachs
Goldman Sachs
New York
+$691K
5
Marshall Wace
Marshall Wace
United Kingdom
+$407K

Top Sellers

Rank Fund Capital Flow
1
BCM
Bridgeway Capital Management
Texas
-$2.77M
2
BlackRock
BlackRock
New York
-$2.01M
3
UBS Group
UBS Group
Switzerland
-$529K
4
Vanguard Group
Vanguard Group
Pennsylvania
-$496K
5
Citadel Advisors
Citadel Advisors
Florida
-$494K
Name Holding Trade Value Shares
Change 		Change in
Stake
JP Morgan Chase
26
JP Morgan Chase
New York
$810K -$312K -21,768 -30%
HSBC Holdings
27
HSBC Holdings
United Kingdom
$798K -$46.4K -3,240 -6%
D.E. Shaw & Co
28
D.E. Shaw & Co
New York
$795K -$57.8K -4,033 -7%
N
29
Nuveen
North Carolina
$675K – – –
Connor, Clark & Lunn Investment Management (CC&L)
30
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$649K +$96.1K +6,703 +19%
SO
31
STRS Ohio
Ohio
$577K – – –
Bank of America
32
Bank of America
North Carolina
$526K -$47K -3,282 -9%
Jane Street
33
Jane Street
New York
$485K +$134K +9,323 +43%
Barclays
34
Barclays
United Kingdom
$471K -$120K -8,356 -22%
Marshall Wace
35
Marshall Wace
United Kingdom
$444K +$407K +28,431 New
Millennium Management
36
Millennium Management
New York
$431K +$130K +9,041 +49%
OSAM
37
O'Shaughnessy Asset Management
Connecticut
$420K +$138K +9,609 +56%
State of Wisconsin Investment Board
38
State of Wisconsin Investment Board
Wisconsin
$406K -$34.4K -2,400 -8%
Russell Investments Group
39
Russell Investments Group
United Kingdom
$395K +$319K +22,273 +729%
IC
40
IEQ Capital
California
$380K +$349K +24,348 New
Commonwealth Equity Services
41
Commonwealth Equity Services
Massachusetts
$370K -$459 -32 -0.1%
Invesco
42
Invesco
Georgia
$366K -$88.9K -6,202 -21%
RhumbLine Advisers
43
RhumbLine Advisers
Massachusetts
$365K -$49.7K -3,468 -13%
GCP
44
GSA Capital Partners
United Kingdom
$362K -$265K -18,494 -44%
AllianceBernstein
45
AllianceBernstein
Tennessee
$326K – – –
RWM
46
Ritholtz Wealth Management
New York
$272K +$95K +6,630 +61%
HF
47
HRT Financial
New York
$270K +$249K +17,363 New
CRC
48
Curi RMB Capital
Illinois
$257K – – –
Deutsche Bank
49
Deutsche Bank
Germany
$245K +$72.9K +5,088 +48%
Mariner
50
Mariner
Kansas
$229K +$51.8K +3,612 +33%
1
2
3 4 5

WSBF Hedge Fund Activity: Q3 2025 in Review

102 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in Waterstone Financial (WSBF) for Q3 2025, worth a combined $143M — up 11% from $129M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new WSBF positions and 7 closed out — a net gain of 6 holders — while 38 added to existing stakes and 31 trimmed.

The largest buyer was AQR Capital Management, adding an estimated $1.21M. The largest seller was Bridgeway Capital Management, cutting an estimated $2.77M.

  • 102 institutional investors held Waterstone Financial (WSBF) as of Q3 2025, up from 96 in Q2 2025.
  • Funds reported $143M of Waterstone Financial stock for Q3 2025, up 11% quarter-over-quarter.
  • 13 funds opened new Waterstone Financial positions in Q3 2025 and 7 closed out, a net change of +6 holders.
  • The largest Waterstone Financial buyer in Q3 2025 was AQR Capital Management, an estimated $1.21M added.
  • The largest Waterstone Financial seller in Q3 2025 was Bridgeway Capital Management, an estimated $2.77M sold.

Based on aggregated 13F filings for Q3 2025.