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Waterstone Financial
WSBF

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: 102 → 112 (+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

Top Buyers

Rank Fund Capital Flow
1
DSC
Donald Smith & Co
New York
+$2M
2
FL
Fourthstone LLC
Missouri
+$1.12M
3
AQR Capital Management
AQR Capital Management
Connecticut
+$562K
4
American Century Companies
American Century Companies
Missouri
+$502K
5
MAM
Martingale Asset Management
Massachusetts
+$305K

Top Sellers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
-$846K
2
BCM
Bridgeway Capital Management
Texas
-$724K
3
BlackRock
BlackRock
New York
-$692K
4
Renaissance Technologies
Renaissance Technologies
New York
-$539K
5
Marshall Wace
Marshall Wace
United Kingdom
-$444K
Name Holding Trade Value Shares
Change 		Change in
Stake
TWD
101
True Wealth Design
Ohio
$1.08K +$31 +2 +3%
C
102
Covestor
United Kingdom
$1K -$455 -29 -45%
Nisa Investment Advisors
103
Nisa Investment Advisors
Missouri
$993 – – –
GRP
104
Global Retirement Partners
California
$364 +$345 +22 New
SIC
105
SJS Investment Consulting
Ohio
$133 +$125 +8 New
MCM
106
MAI Capital Management
Ohio
$83 +$78 +5 New
CA
107
Clearstead Advisors
Ohio
$50 -$1.55K -99 -97%
TM
108
Torren Management
California
$24 +$16 +1 New
HNB
109
Huntington National Bank
Ohio
$17 – – –
QC
110
Quent Capital
New York
$11 – – –
Marshall Wace
111
Marshall Wace
United Kingdom
– -$444K -28,431 Closed
HF
112
HRT Financial
New York
– -$270K -17,363 Closed
Deutsche Bank
113
Deutsche Bank
Germany
– -$245K -15,695 Closed
First Trust Advisors
114
First Trust Advisors
Illinois
– -$161K -10,305 Closed
PAM
115
Panagora Asset Management
Massachusetts
– -$160K -10,280 Closed
1 2 3 4
5

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.