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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
RIL
101
Rothschild Investment LLC
Illinois
$3.32K +$569 +32 +21%
Jones Financial Companies
102
Jones Financial Companies
Missouri
$3.26K +$3.2K +180 New
CPG
103
Cornerstone Planning Group
New Jersey
$3.19K – – –
SOW
104
State of Wyoming
Wyoming
$3.14K +$3.09K +174 New
SAM
105
Smartleaf Asset Management
Massachusetts
$3.06K -$747 -42 -20%
Optiver Holding
106
Optiver Holding
Netherlands
$2.81K -$2.13K -120 -43%
MCM
107
MAI Capital Management
Ohio
$2.6K +$2.47K +139 +2,780%
PWMG
108
Private Wealth Management Group
New Jersey
$2.16K – – –
S
109
SignatureFD
Georgia
$1.84K – – –
SS
110
SBI Securities
Japan
$1.71K – – –
TWD
111
True Wealth Design
Ohio
$1.17K – – –
Nisa Investment Advisors
112
Nisa Investment Advisors
Missouri
$1.08K – – –
C
113
Covestor
United Kingdom
$1K -$124 -7 -20%
RFP
114
Root Financial Partners
California
$595 +$587 +33 New
SIC
115
SJS Investment Consulting
Ohio
$271 +$124 +7 +88%
BWA
116
Basecamp Wealth Advisors
Washington
$162 +$160 +9 New
CA
117
CoreCap Advisors
Michigan
$144 +$142 +8 New
TM
118
Torren Management
California
$26 – – –
HNB
119
Huntington National Bank
Ohio
$18 – – –
KFAS
120
Keating Financial Advisory Services
Kansas
$18 +$18 +1 New
SS
121
Sunbelt Securities
Texas
$18 +$18 +1 New
Two Sigma Advisers
122
Two Sigma Advisers
New York
– -$784K -47,382 Closed
GCP
123
GSA Capital Partners
United Kingdom
– -$358K -21,616 Closed
Millennium Management
124
Millennium Management
New York
– -$279K -16,886 Closed
Susquehanna International Group
125
Susquehanna International Group
Pennsylvania
– -$213K -12,842 Closed
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.