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Waterstone Financial

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: 9596 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
Mariner
51
Mariner
Kansas
$152K +$141K +11,042 New
RWM
52
Ritholtz Wealth Management
New York
$149K +$138K +10,793 New
Deutsche Bank
53
Deutsche Bank
Germany
$146K
PAM
54
Panagora Asset Management
Massachusetts
$143K +$132K +10,324 New
Wells Fargo
55
Wells Fargo
California
$140K +$6.3K +492 +5%
GI
56
GAMCO Investors
Connecticut
$138K +$128K +10,000 New
MIM
57
MetLife Investment Management
New Jersey
$133K
Mirae Asset Global ETFs Holdings
58
Mirae Asset Global ETFs Holdings
Hong Kong
$119K -$11.5K -896 -9%
PFSRSONJ
59
Police & Firemen's Retirement System of New Jersey
New Jersey
$78.2K
Citigroup
60
Citigroup
New York
$76.8K -$71.4K -5,582 -50%
BNP Paribas Financial Markets
61
BNP Paribas Financial Markets
France
$71.8K +$6.34K +495 +11%
Carson Wealth (CWM LLC)
62
Carson Wealth (CWM LLC)
Nebraska
$64K +$5.06K +395 +9%
Russell Investments Group
63
Russell Investments Group
United Kingdom
$42.2K -$1.68K -131 -4%
Osaic Holdings
64
Osaic Holdings
Arizona
$34.5K +$3.25K +254 +11%
PNC Financial Services Group
65
PNC Financial Services Group
Pennsylvania
$34.4K -$26.9K -2,101 -46%
VCM
66
Versant Capital Management
Arizona
$30.5K +$5.06K +395 +22%
TRCT
67
Tower Research Capital (TRC)
New York
$29.3K +$12.4K +965 +83%
New York State Common Retirement Fund
68
New York State Common Retirement Fund
New York
$28.3K
Raymond James Financial
69
Raymond James Financial
Florida
$27.6K +$25.6K +2,000 New
EWA
70
EverSource Wealth Advisors
Alabama
$25.9K +$20.4K +1,590 +558%
AIP
71
Ameritas Investment Partners
Nebraska
$25.2K
Legal & General Group
72
Legal & General Group
United Kingdom
$20.3K
Canada Life
73
Canada Life
Manitoba, Canada
$19K +$2.85K +223 +19%
Northwestern Mutual Wealth Management
74
Northwestern Mutual Wealth Management
Wisconsin
$18.9K
California State Teachers Retirement System (CalSTRS)
75
California State Teachers Retirement System (CalSTRS)
California
$16.5K

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.