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Waterstone Financial
WSBF

Overview Fund Activity

95 hedge funds and large institutions have $129M invested in Waterstone Financial in 2025 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 42 increasing their positions, 22 reducing their positions, and 11 closing their positions.

Holders
95
Holders Change
–
Holders Change %
0%
% of All Funds
1.28%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
42
Reduced
22
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CA
1
CSM Advisors
Pennsylvania
$2.73M
2
Arrowstreet Capital
2
Arrowstreet Capital
Massachusetts
$2.63M
3
Two Sigma Investments
3
Two Sigma Investments
New York
$886K
4
HSBC Holdings
4
HSBC Holdings
United Kingdom
$768K
5
FL
5
Fourthstone LLC
Missouri
$873K

Top Sellers

1
RIP
1
Rhino Investment Partners
Pennsylvania
$0
2
BlackRock
2
BlackRock
New York
$23.7M
3
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$19.8M
4
JGUA
4
John G. Ullman & Associates
New York
$706K
5
Renaissance Technologies
5
Renaissance Technologies
New York
$15.7M
Name Market Value Shares Shares
Change 		Shares
Change %
AB
76
Amalgamated Bank
New York
$10K 744 – –
MPWT
77
MassMutual Private Wealth & Trust
Connecticut
$7.02K 508 +39 +8%
SCM
78
Sterling Capital Management
North Carolina
$6.27K 454 +176 +63%
SAM
79
Smartleaf Asset Management
Massachusetts
$2.2K 158 -250 -61%
GI
80
GAMMA Investing
California
$2.04K 148 -26 -15%
CPG
81
Cornerstone Planning Group
New Jersey
$1.79K 133 +70 +111%
NEWAS
82
N.E.W. Advisory Services
Wisconsin
$1.75K 127 – –
PWMG
83
Private Wealth Management Group
New Jersey
$1.66K 120 – –
IA
84
IFP Advisors
Florida
$1.49K 96 +96 New
SS
85
SBI Securities
Japan
$1.33K 96 – –
AF
86
Allworth Financial
California
$1.11K 80 +80 New
C
87
Covestor
United Kingdom
$1K 39 +39 New
CA
88
Clearstead Advisors
Ohio
$884 64 +64 New
Nisa Investment Advisors
89
Nisa Investment Advisors
Missouri
$829 60 – –
RIL
90
Rothschild Investment LLC
Illinois
$621 45 +35 +350%
TWD
91
True Wealth Design
Ohio
$304 22 -80 -78%
BIG
92
Brooklyn Investment Group
New York
$291 21 +21 New
HNB
93
Huntington National Bank
Ohio
$14 1 – –
RIP
94
Rhino Investment Partners
Pennsylvania
– – -555,513 Closed
HIM
95
Hillsdale Investment Management
Ontario, Canada
– – -20,300 Closed
TI
96
Trexquant Investment
Connecticut
– – -16,236 Closed
Universal-Beteiligungs- und Servicegesellschaft
97
Universal-Beteiligungs- und Servicegesellschaft
Germany
– – -14,750 Closed
CF
98
Corebridge Financial
Texas
– – -7,880 Closed
Acadian Asset Management
99
Acadian Asset Management
Massachusetts
– – -1,705 Closed
CCM
100
Coldstream Capital Management
Washington
– – -660 Closed
1 2 3
4
5