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Waterstone Financial
WSBF

102 hedge funds and large institutions have $143M invested in Waterstone Financial in 2025 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 38 increasing their positions, 31 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

86% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 7

23% more repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 31

11% more capital invested

Capital invested by funds: $129M → $143M (+$14.2M)

6% more funds holding

Funds holding: 96 → 102 (+6)

0.74% more ownership

Funds ownership: 48.29% → 49.02% (+0.74%)

Holders
102
Holders Change
+6
Holders Change %
+6.25%
% of All Funds
1.34%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
38
Reduced
31
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
AQR Capital Management
AQR Capital Management
Connecticut
+$1.21M
2
FL
Fourthstone LLC
Missouri
+$937K
3
QCM
Quantinno Capital Management
New York
+$913K
4
Goldman Sachs
Goldman Sachs
New York
+$691K
5
Marshall Wace
Marshall Wace
United Kingdom
+$407K

Top Sellers

Rank Fund Capital Flow
1
BCM
Bridgeway Capital Management
Texas
-$2.77M
2
BlackRock
BlackRock
New York
-$2.01M
3
UBS Group
UBS Group
Switzerland
-$529K
4
Vanguard Group
Vanguard Group
Pennsylvania
-$496K
5
Citadel Advisors
Citadel Advisors
Florida
-$494K
Name Holding Trade Value Shares
Change 		Change in
Stake
BlackRock
1
BlackRock
New York
$24.6M -$2.01M -140,454 -8%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$22.3M -$104K -7,262 -0.5%
Renaissance Technologies
3
Renaissance Technologies
New York
$18M +$239K +16,700 +1%
Vanguard Group
4
Vanguard Group
Pennsylvania
$14.2M -$496K -34,618 -4%
State Street
5
State Street
Massachusetts
$6.6M -$187K -13,076 -3%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$5.99M -$330K -23,003 -6%
BCM
7
Bridgeway Capital Management
Texas
$3.83M -$2.77M -193,079 -44%
CA
8
CSM Advisors
Pennsylvania
$2.98M -$89.4K -6,240 -3%
Arrowstreet Capital
9
Arrowstreet Capital
Massachusetts
$2.98M – – –
Goldman Sachs
10
Goldman Sachs
New York
$2.67M +$691K +48,197 +39%
Morgan Stanley
11
Morgan Stanley
New York
$2.62M -$246K -17,134 -9%
American Century Companies
12
American Century Companies
Missouri
$2.6M +$102K +7,109 +4%
AQR Capital Management
13
AQR Capital Management
Connecticut
$2.59M +$1.21M +84,495 +104%
Northern Trust
14
Northern Trust
Illinois
$2.22M -$164K -11,469 -7%
Charles Schwab
15
Charles Schwab
California
$2.07M -$166K -11,608 -8%
FL
16
Fourthstone LLC
Missouri
$2.01M +$937K +65,365 +103%
QCM
17
Quantinno Capital Management
New York
$1.75M +$913K +63,689 +132%
EF
18
Empowered Funds
Pennsylvania
$1.54M +$99.3K +6,932 +8%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$1.25M +$14.1K +981 +1%
Two Sigma Investments
20
Two Sigma Investments
New York
$1.25M +$231K +16,105 +25%
Fidelity Investments
21
Fidelity Investments
Massachusetts
$1.06M +$92.5K +6,454 +10%
Citadel Advisors
22
Citadel Advisors
Florida
$1.01M -$494K -34,443 -35%
Two Sigma Advisers
23
Two Sigma Advisers
New York
$958K +$102K +7,100 +13%
TA
24
Teton Advisors
New York
$920K – – –
JGUA
25
John G. Ullman & Associates
New York
$881K +$77.4K +5,398 +11%
1
2 3 4 5

WSBF Hedge Fund Activity: Q3 2025 in Review

102 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in Waterstone Financial (WSBF) for Q3 2025, worth a combined $143M — up 11% from $129M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new WSBF positions and 7 closed out — a net gain of 6 holders — while 38 added to existing stakes and 31 trimmed.

The largest buyer was AQR Capital Management, adding an estimated $1.21M. The largest seller was Bridgeway Capital Management, cutting an estimated $2.77M.

  • 102 institutional investors held Waterstone Financial (WSBF) as of Q3 2025, up from 96 in Q2 2025.
  • Funds reported $143M of Waterstone Financial stock for Q3 2025, up 11% quarter-over-quarter.
  • 13 funds opened new Waterstone Financial positions in Q3 2025 and 7 closed out, a net change of +6 holders.
  • The largest Waterstone Financial buyer in Q3 2025 was AQR Capital Management, an estimated $1.21M added.
  • The largest Waterstone Financial seller in Q3 2025 was Bridgeway Capital Management, an estimated $2.77M sold.

Based on aggregated 13F filings for Q3 2025.