Waterstone Financial
WSBF
95 hedge funds and large institutions have $131M invested in Waterstone Financial in 2025 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 30 increasing their positions, 35 reducing their positions, and 8 closing their positions.
38% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 8
3% more funds holding
Funds holding: 92 → 95 (+3)
0.01% less ownership
Funds ownership: 50.37% → 50.35% (-0.01%)
0% less capital invested
Capital invested by funds: $131M → $131M (-$274K)
14% less repeat investments, than reductions
Existing positions increased: 30 | Existing positions reduced: 35
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$3.16M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$522K |
| 3 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$483K |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$302K |
| 5 |
HIM
Hillsdale Investment Management
Toronto,
Ontario, Canada
|
+$277K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RIP
Rhino Investment Partners
West Conshohocken,
Pennsylvania
|
-$2.56M |
| 2 |
DIA
Dean Investment Associates
Beavercreek,
Ohio
|
-$674K |
| 3 |
Renaissance Technologies
New York
|
-$502K |
| 4 |
DCM
Dean Capital Management
Overland Park,
Kansas
|
-$455K |
| 5 |
Dimensional Fund Advisors
Austin,
Texas
|
-$430K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
101
Bessemer Group
Woodbridge,
New Jersey
| – | -$1K | -85 | Closed |
|
|
AW
102
Avion Wealth
The Woodlands,
Texas
| – | +$613 | +45 | New |
|
WSBF Hedge Fund Activity: Q1 2025 in Review
95 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Waterstone Financial (WSBF) for Q1 2025, worth a combined $131M — down 0.21% from $131M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new WSBF positions and 8 closed out — a net gain of 3 holders — while 30 added to existing stakes and 35 trimmed.
The largest buyer was BlackRock, adding an estimated $3.16M. The largest seller was Rhino Investment Partners, cutting an estimated $2.56M.
- 95 institutional investors held Waterstone Financial (WSBF) as of Q1 2025, up from 92 in Q4 2024.
- Funds reported $131M of Waterstone Financial stock for Q1 2025, down 0.21% quarter-over-quarter.
- 11 funds opened new Waterstone Financial positions in Q1 2025 and 8 closed out, a net change of +3 holders.
- The largest Waterstone Financial buyer in Q1 2025 was BlackRock, an estimated $3.16M added.
- The largest Waterstone Financial seller in Q1 2025 was Rhino Investment Partners, an estimated $2.56M sold.
Based on aggregated 13F filings for Q1 2025.