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Waterstone Financial

112 hedge funds and large institutions have $152M invested in Waterstone Financial in 2025 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 34 increasing their positions, 47 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

260% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 5

10% more funds holding

Funds holding: 102112 (+10)

7% more capital invested

Capital invested by funds: $143M → $152M (+$9.31M)

0.79% more ownership

Funds ownership: 49.02%49.81% (+0.79%)

28% less repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 47

Holders
112
Holders Change
+10
Holders Change %
+9.8%
% of All Funds
1.36%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
18
Increased
34
Reduced
47
Closed
5
Calls
$3K
Puts
Net Calls
+$3K
Net Calls Change
+$3K
Name Holding Trade Value Shares
Change
Change in
Stake
PWPS
76
Pinnacle Wealth Planning Services
Ohio
$21.2K +$20.1K +1,281 New
AIP
77
Ameritas Investment Partners
Nebraska
$20.4K -$9.24K -589 -32%
Legal & General Group
78
Legal & General Group
United Kingdom
$19.2K -$4.91K -313 -21%
SOADOR
79
State of Alaska Department of Revenue
Alaska
$19K +$18.2K +1,159 New
EP
80
Essential Partners
California
$17K +$3K +191 +23%
California State Teachers Retirement System (CalSTRS)
81
California State Teachers Retirement System (CalSTRS)
California
$15.4K -$4.11K -262 -22%
SCM
82
Sterling Capital Management
North Carolina
$14.5K -$2.93K -187 -18%
Royal Bank of Canada
83
Royal Bank of Canada
Ontario, Canada
$13K -$4.09K -261 -25%
TRCT
84
Tower Research Capital (TRC)
New York
$11.4K -$11.1K -706 -51%
MPWT
85
MassMutual Private Wealth & Trust
Connecticut
$8.34K -$63 -4 -0.8%
AB
86
Amalgamated Bank
New York
$8K -$4.19K -267 -36%
AAP
87
Arax Advisory Partners
Colorado
$7.61K -$112K -7,158 -94%
Optiver Holding
88
Optiver Holding
Netherlands
$4.57K
BBHC
89
Brown Brothers Harriman & Co
New York
$4.52K +$4.28K +273 New
AF
90
Allworth Financial
California
$4.24K +$878 +56 +28%
IA
91
IFP Advisors
Florida
$3.67K +$1.54K +98 +79%
SAM
92
Smartleaf Asset Management
Massachusetts
$3.45K
CPG
93
Cornerstone Planning Group
New Jersey
$3K +$2.51K +160 +1,000%
GI
94
GAMMA Investing
California
$2.98K -$235 -15 -8%
RIL
95
Rothschild Investment LLC
Illinois
$2.52K +$267 +17 +13%
LFG
96
Larson Financial Group
Missouri
$2.32K -$28.1K -1,792 -93%
PWMG
97
Private Wealth Management Group
New Jersey
$1.99K
S
98
SignatureFD
Georgia
$1.69K +$1.6K +102 New
SS
99
SBI Securities
Japan
$1.57K -$16 -1 -1%
UBS AM
100
UBS AM
Illinois
$1.24K +$1.18K +75 New

WSBF Hedge Fund Activity: Q4 2025 in Review

112 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Waterstone Financial (WSBF) for Q4 2025, worth a combined $152M — up 6.5% from $143M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new WSBF positions and 5 closed out — a net gain of 13 holders — while 34 added to existing stakes and 47 trimmed.

The largest buyer was Donald Smith & Co, opening a new position worth an estimated $2M. The largest seller was Citadel Advisors, cutting an estimated $846K.

  • 112 institutional investors held Waterstone Financial (WSBF) as of Q4 2025, up from 102 in Q3 2025.
  • Funds reported $152M of Waterstone Financial stock for Q4 2025, up 6.5% quarter-over-quarter.
  • 18 funds opened new Waterstone Financial positions in Q4 2025 and 5 closed out, a net change of +13 holders.
  • The largest Waterstone Financial buyer in Q4 2025 was Donald Smith & Co, an estimated $2M added.
  • The largest Waterstone Financial seller in Q4 2025 was Citadel Advisors, an estimated $846K sold.

Based on aggregated 13F filings for Q4 2025.