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Waterstone Financial
WSBF

Overview Fund Activity

95 hedge funds and large institutions have $131M invested in Waterstone Financial in 2025 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 30 increasing their positions, 34 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
95
Holders Change
+3
Holders Change %
+3.26%
% of All Funds
1.29%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
30
Reduced
34
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BlackRock
BlackRock
New York
+$3.12M
2
Citadel Advisors
Citadel Advisors
Florida
+$515K
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$477K
4
UBS Group
UBS Group
Switzerland
+$298K
5
HIM
Hillsdale Investment Management
Ontario, Canada
+$273K

Top Sellers

1
RIP
Rhino Investment Partners
Pennsylvania
-$2.52M
2
DIA
Dean Investment Associates
Ohio
-$674K
3
Renaissance Technologies
Renaissance Technologies
New York
-$495K
4
DCM
Dean Capital Management
Kansas
-$455K
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$425K
Name Holding Trade Value Shares
Change 		Shares
Change %
CCM
76
Coldstream Capital Management
Washington
$8.88K +$8.88K +660 New
MPWT
77
MassMutual Private Wealth & Trust
Connecticut
$6.31K – – –
SAM
78
Smartleaf Asset Management
Massachusetts
$5.49K +$821 +61 +18%
EWA
79
EverSource Wealth Advisors
Alabama
$3.83K +$40 +3 +1%
SCM
80
Sterling Capital Management
North Carolina
$3.74K -$3.2K -238 -46%
GI
81
GAMMA Investing
California
$2.34K +$2.15K +160 +1,143%
SW
82
SVB Wealth
Massachusetts
$2.17K +$2.17K +161 New
NEWAS
83
N.E.W. Advisory Services
Wisconsin
$1.71K +$1.71K +127 New
PWMG
84
Private Wealth Management Group
New Jersey
$1.61K – – –
TWD
85
True Wealth Design
Ohio
$1.37K +$619 +46 +82%
SS
86
SBI Securities
Japan
$1.29K – – –
Nisa Investment Advisors
87
Nisa Investment Advisors
Missouri
$807 +$807 +60 New
CPG
88
Cornerstone Planning Group
New Jersey
$770 – – –
SC
89
Stephens Consulting
Michigan
$404 +$404 +30 New
US Bancorp
90
US Bancorp
Minnesota
$188 – – –
RIL
91
Rothschild Investment LLC
Illinois
$135 -$405 -30 -75%
HNB
92
Huntington National Bank
Ohio
$13 – – –
QC
93
Quent Capital
New York
$9 – – –
DIA
94
Dean Investment Associates
Ohio
– -$674K -50,176 Closed
DCM
95
Dean Capital Management
Kansas
– -$455K -33,819 Closed
LCM
96
Legato Capital Management
California
– -$286K -21,267 Closed
QC
97
Quadrature Capital
United Kingdom
– -$196K -14,548 Closed
Mariner
98
Mariner
Kansas
– -$135K -10,035 Closed
OC
99
Oarsman Capital
Wisconsin
– -$22.1K -1,645 Closed
AAP
100
Arax Advisory Partners
Colorado
– -$15.3K -1,135 Closed
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