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.
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%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FL
Fourthstone LLC
St Louis,
Missouri
|
+$1.63M |
| 2 |
Goldman Sachs
New York
|
+$1.32M |
| 3 |
American Century Companies
Kansas City,
Missouri
|
+$908K |
| 4 |
DSC
Donald Smith & Co
New York
|
+$859K |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$507K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
-$475K |
| 2 |
Morgan Stanley
New York
|
-$444K |
| 3 |
Renaissance Technologies
New York
|
-$405K |
| 4 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$380K |
| 5 |
JP Morgan Chase
New York
|
-$365K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
126
SG Americas Securities
New York
| – | -$126K | -7,621 | Closed |
|
|
AB
127
Amalgamated Bank
New York
| – | -$8K | -477 | Closed |
|
|
LFG
128
Larson Financial Group
St Louis,
Missouri
| – | -$2.32K | -140 | Closed |
|
|
CA
129
Clearstead Advisors
Cleveland,
Ohio
| – | -$50 | -3 | Closed |
|
|
QC
130
Quent Capital
New York
| – | -$11 | -1 | Closed |
|
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.