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Waterstone Financial

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.

New
Increased
Maintained
Reduced
Closed

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: 9596 (+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%)

Holders
96
Holders Change
+1
Holders Change %
+1.05%
% of All Funds
1.26%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
14
Increased
42
Reduced
22
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$23.7M -$911K -71,178 -4%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$19.8M -$604K -47,215 -3%
Renaissance Technologies
3
Renaissance Technologies
New York
$15.7M -$270K -21,100 -2%
Vanguard Group
4
Vanguard Group
Pennsylvania
$13M +$91.8K +7,170 +0.8%
BCM
5
Bridgeway Capital Management
Texas
$6.06M +$105K +8,199 +2%
State Street
6
State Street
Massachusetts
$6.03M -$180K -14,027 -3%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$5.62M +$52.6K +4,108 +1%
CA
8
CSM Advisors
Pennsylvania
$2.73M +$2.52M +197,250 New
Arrowstreet Capital
9
Arrowstreet Capital
Massachusetts
$2.63M +$571K +44,618 +31%
Morgan Stanley
10
Morgan Stanley
New York
$2.56M +$36.6K +2,861 +2%
American Century Companies
11
American Century Companies
Missouri
$2.21M +$70.8K +5,528 +4%
Northern Trust
12
Northern Trust
Illinois
$2.13M -$74.2K -5,799 -4%
Charles Schwab
13
Charles Schwab
California
$1.99M +$6.48K +506 +0.4%
Goldman Sachs
14
Goldman Sachs
New York
$1.7M +$222K +17,309 +16%
Citadel Advisors
15
Citadel Advisors
Florida
$1.37M +$245K +19,121 +24%
EF
16
Empowered Funds
Pennsylvania
$1.27M +$105K +8,199 +10%
AQR Capital Management
17
AQR Capital Management
Connecticut
$1.12M +$458K +35,786 +78%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$1.1M +$18.3K +1,429 +2%
JP Morgan Chase
19
JP Morgan Chase
New York
$1.02M -$88.4K -6,904 -9%
Two Sigma Investments
20
Two Sigma Investments
New York
$886K +$558K +43,615 +212%
FL
21
Fourthstone LLC
Missouri
$873K +$517K +40,357 +177%
Fidelity Investments
22
Fidelity Investments
Massachusetts
$849K +$25.9K +2,026 +3%
TA
23
Teton Advisors
New York
$815K
HSBC Holdings
24
HSBC Holdings
United Kingdom
$768K +$512K +39,978 +266%
D.E. Shaw & Co
25
D.E. Shaw & Co
New York
$759K +$113K +8,791 +19%

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.