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Waterstone Financial
WSBF

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: 95 → 96 (+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
–

Top Buyers

Rank Fund Capital Flow
1
CA
CSM Advisors
Pennsylvania
+$2.52M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$571K
3
Two Sigma Investments
Two Sigma Investments
New York
+$558K
4
FL
Fourthstone LLC
Missouri
+$517K
5
HSBC Holdings
HSBC Holdings
United Kingdom
+$512K

Top Sellers

Rank Fund Capital Flow
1
RIP
Rhino Investment Partners
Pennsylvania
-$7.47M
2
BlackRock
BlackRock
New York
-$911K
3
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$604K
4
JGUA
John G. Ullman & Associates
New York
-$533K
5
HIM
Hillsdale Investment Management
Ontario, Canada
-$273K
Name Holding Trade Value Shares
Change 		Change in
Stake
AB
76
Amalgamated Bank
New York
$10K – – –
MPWT
77
MassMutual Private Wealth & Trust
Connecticut
$7.01K +$499 +39 +8%
SCM
78
Sterling Capital Management
North Carolina
$6.27K +$2.25K +176 +63%
EP
79
Essential Partners
California
$4K +$3.71K +290 New
SAM
80
Smartleaf Asset Management
Massachusetts
$2.2K -$3.2K -250 -61%
GI
81
GAMMA Investing
California
$2.04K -$333 -26 -15%
CPG
82
Cornerstone Planning Group
New Jersey
$1.79K +$896 +70 +111%
NEWAS
83
N.E.W. Advisory Services
Wisconsin
$1.75K – – –
PWMG
84
Private Wealth Management Group
New Jersey
$1.66K – – –
IA
85
IFP Advisors
Florida
$1.49K +$1.23K +96 New
SS
86
SBI Securities
Japan
$1.33K – – –
AF
87
Allworth Financial
California
$1.1K +$1.02K +80 New
C
88
Covestor
United Kingdom
$1K +$499 +39 New
CA
89
Clearstead Advisors
Ohio
$884 +$819 +64 New
Nisa Investment Advisors
90
Nisa Investment Advisors
Missouri
$829 – – –
RIL
91
Rothschild Investment LLC
Illinois
$621 +$448 +35 +350%
TWD
92
True Wealth Design
Ohio
$304 -$1.02K -80 -78%
BIG
93
Brooklyn Investment Group
New York
$291 +$269 +21 New
HNB
94
Huntington National Bank
Ohio
$14 – – –
RIP
95
Rhino Investment Partners
Pennsylvania
– -$7.47M -555,513 Closed
HIM
96
Hillsdale Investment Management
Ontario, Canada
– -$273K -20,300 Closed
TI
97
Trexquant Investment
Connecticut
– -$218K -16,236 Closed
Universal-Beteiligungs- und Servicegesellschaft
98
Universal-Beteiligungs- und Servicegesellschaft
Germany
– -$198K -14,750 Closed
CF
99
Corebridge Financial
Texas
– -$106K -7,880 Closed
Acadian Asset Management
100
Acadian Asset Management
Massachusetts
– -$22K -1,705 Closed
1 2 3
4
5

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.