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Waterstone Financial

112 hedge funds and large institutions have $152M invested in Waterstone Financial in 2025 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 34 increasing their positions, 47 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

260% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 5

10% more funds holding

Funds holding: 102112 (+10)

7% more capital invested

Capital invested by funds: $143M → $152M (+$9.31M)

0.79% more ownership

Funds ownership: 49.02%49.81% (+0.79%)

28% less repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 47

Holders
112
Holders Change
+10
Holders Change %
+9.8%
% of All Funds
1.36%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
18
Increased
34
Reduced
47
Closed
5
Calls
$3K
Puts
Net Calls
+$3K
Net Calls Change
+$3K
Name Holding Trade Value Shares
Change
Change in
Stake
Two Sigma Advisers
26
Two Sigma Advisers
New York
$784K -$220K -14,000 -23%
D.E. Shaw & Co
27
D.E. Shaw & Co
New York
$760K -$78.8K -5,026 -10%
HSBC Holdings
28
HSBC Holdings
United Kingdom
$759K -$91.2K -5,813 -11%
N
29
Nuveen
North Carolina
$717K
JP Morgan Chase
30
JP Morgan Chase
New York
$688K -$162K -10,311 -20%
Bank of America
31
Bank of America
North Carolina
$572K +$13.5K +858 +3%
State of Wisconsin Investment Board
32
State of Wisconsin Investment Board
Wisconsin
$554K +$118K +7,500 +29%
SO
33
STRS Ohio
Ohio
$551K -$58K -3,700 -10%
Barclays
34
Barclays
United Kingdom
$512K +$11.8K +750 +2%
IC
35
IEQ Capital
California
$489K +$81.8K +5,215 +21%
OSAM
36
O'Shaughnessy Asset Management
Connecticut
$480K +$32.8K +2,094 +8%
AllianceBernstein
37
AllianceBernstein
Tennessee
$428K +$78.4K +5,000 +24%
Russell Investments Group
38
Russell Investments Group
United Kingdom
$409K -$9.8K -625 -2%
Commonwealth Equity Services
39
Commonwealth Equity Services
Massachusetts
$388K -$3.92K -250 -1%
RWM
40
Ritholtz Wealth Management
New York
$358K +$66.1K +4,214 +24%
GCP
41
GSA Capital Partners
United Kingdom
$358K -$24.7K -1,574 -7%
Jane Street
42
Jane Street
New York
$355K -$151K -9,611 -31%
RhumbLine Advisers
43
RhumbLine Advisers
Massachusetts
$341K -$43.2K -2,755 -12%
Mariner
44
Mariner
Kansas
$322K +$75.7K +4,826 +33%
MAM
45
Martingale Asset Management
Massachusetts
$321K +$305K +19,417 New
Invesco
46
Invesco
Georgia
$316K -$68.4K -4,361 -19%
Wells Fargo
47
Wells Fargo
California
$294K +$73.3K +4,675 +36%
Millennium Management
48
Millennium Management
New York
$279K -$169K -10,768 -39%
CRC
49
Curi RMB Capital
Illinois
$253K -$18.7K -1,194 -7%
Carson Wealth (CWM LLC)
50
Carson Wealth (CWM LLC)
Nebraska
$234K +$31.2K +1,987 +16%

WSBF Hedge Fund Activity: Q4 2025 in Review

112 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Waterstone Financial (WSBF) for Q4 2025, worth a combined $152M — up 6.5% from $143M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new WSBF positions and 5 closed out — a net gain of 13 holders — while 34 added to existing stakes and 47 trimmed.

The largest buyer was Donald Smith & Co, opening a new position worth an estimated $2M. The largest seller was Citadel Advisors, cutting an estimated $846K.

  • 112 institutional investors held Waterstone Financial (WSBF) as of Q4 2025, up from 102 in Q3 2025.
  • Funds reported $152M of Waterstone Financial stock for Q4 2025, up 6.5% quarter-over-quarter.
  • 18 funds opened new Waterstone Financial positions in Q4 2025 and 5 closed out, a net change of +13 holders.
  • The largest Waterstone Financial buyer in Q4 2025 was Donald Smith & Co, an estimated $2M added.
  • The largest Waterstone Financial seller in Q4 2025 was Citadel Advisors, an estimated $846K sold.

Based on aggregated 13F filings for Q4 2025.