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.
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%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CA
CSM Advisors
Warrendale,
Pennsylvania
|
+$2.52M |
| 2 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$571K |
| 3 |
Two Sigma Investments
New York
|
+$558K |
| 4 |
FL
Fourthstone LLC
St Louis,
Missouri
|
+$517K |
| 5 |
HSBC Holdings
London,
United Kingdom
|
+$512K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RIP
Rhino Investment Partners
West Conshohocken,
Pennsylvania
|
-$7.47M |
| 2 |
BlackRock
New York
|
-$911K |
| 3 |
Dimensional Fund Advisors
Austin,
Texas
|
-$604K |
| 4 |
JGUA
John G. Ullman & Associates
Corning,
New York
|
-$533K |
| 5 |
HIM
Hillsdale Investment Management
Toronto,
Ontario, Canada
|
-$273K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CCM
101
Coldstream Capital Management
Bellevue,
Washington
| – | -$8.88K | -660 | Closed |
|
|
SW
102
SVB Wealth
Boston,
Massachusetts
| – | -$2.17K | -161 | Closed |
|
|
SC
103
Stephens Consulting
Flint,
Michigan
| – | -$404 | -30 | Closed |
|
104
US Bancorp
Minneapolis,
Minnesota
| – | -$188 | -14 | Closed |
|
|
QC
105
Quent Capital
New York
| – | -$9 | -1 | Closed |
|
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.