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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
New York State Common Retirement Fund
76
New York State Common Retirement Fund
New York
$36.9K – – –
Citigroup
77
Citigroup
New York
$34.9K -$9.4K -529 -21%
EWA
78
EverSource Wealth Advisors
Alabama
$34.2K -$764 -43 -2%
PP
79
Paladin Partners
Wisconsin
$27K – – –
Legal & General Group
80
Legal & General Group
United Kingdom
$26K +$5.03K +283 +24%
AIP
81
Ameritas Investment Partners
Nebraska
$22.2K – – –
SOADOR
82
State of Alaska Department of Revenue
Alaska
$20K – – –
PWPS
83
Pinnacle Wealth Planning Services
Ohio
$19.5K -$3.57K -201 -16%
EP
84
Essential Partners
California
$17K -$1.53K -86 -8%
ASN
85
Advisory Services Network
Georgia
$15.4K +$15.2K +856 New
Simplex Trading
86
Simplex Trading
Illinois
$15.2K -$26K -1,464 -63%
California State Teachers Retirement System (CalSTRS)
87
California State Teachers Retirement System (CalSTRS)
California
$14.8K -$1.97K -111 -12%
UBS AM
88
UBS AM
Illinois
$14K +$12.5K +702 +936%
Northwestern Mutual Wealth Management
89
Northwestern Mutual Wealth Management
Wisconsin
$12K +$11.8K +666 New
AAP
90
Arax Advisory Partners
Colorado
$10.9K +$2.52K +142 +31%
MPWT
91
MassMutual Private Wealth & Trust
Connecticut
$9.09K – – –
SCM
92
Sterling Capital Management
North Carolina
$9.07K -$6.61K -372 -43%
HI
93
Harbour Investments
Wisconsin
$6.12K +$6.03K +339 New
Royal Bank of Canada
94
Royal Bank of Canada
Ontario, Canada
$6K -$7.8K -439 -55%
New York State Teachers Retirement System (NYSTRS)
95
New York State Teachers Retirement System (NYSTRS)
New York
$6K +$5.62K +316 New
AF
96
Allworth Financial
California
$5.52K +$889 +50 +20%
BBHC
97
Brown Brothers Harriman & Co
New York
$4.92K – – –
JWM
98
JPL Wealth Management
Colorado
$3.97K +$3.91K +220 New
IA
99
IFP Advisors
Florida
$3.88K -$124 -7 -3%
GI
100
GAMMA Investing
California
$3.57K +$320 +18 +10%
2 3
4
5 6

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.