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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
BlackRock
1
BlackRock
New York
$25.4M -$692K -44,103 -3%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$23.4M -$190K -12,136 -0.9%
Renaissance Technologies
3
Renaissance Technologies
New York
$18.5M -$539K -34,400 -3%
Vanguard Group
4
Vanguard Group
Pennsylvania
$14.7M -$363K -23,147 -3%
State Street
5
State Street
Massachusetts
$6.82M -$180K -11,491 -3%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$6.14M -$205K -13,083 -3%
AQR Capital Management
7
AQR Capital Management
Connecticut
$3.34M +$562K +35,828 +22%
FL
8
Fourthstone LLC
Missouri
$3.31M +$1.12M +71,143 +55%
BCM
9
Bridgeway Capital Management
Texas
$3.3M -$724K -46,142 -19%
American Century Companies
10
American Century Companies
Missouri
$3.29M +$502K +32,021 +19%
CA
11
CSM Advisors
Pennsylvania
$3.17M +$4.47K +285 +0.1%
Arrowstreet Capital
12
Arrowstreet Capital
Massachusetts
$3.12M -$35.7K -2,274 -1%
Goldman Sachs
13
Goldman Sachs
New York
$2.98M +$138K +8,807 +5%
Morgan Stanley
14
Morgan Stanley
New York
$2.96M +$167K +10,618 +6%
Northern Trust
15
Northern Trust
Illinois
$2.21M -$137K -8,754 -6%
Charles Schwab
16
Charles Schwab
California
$2.19M -$1.77K -113 -0.1%
QCM
17
Quantinno Capital Management
New York
$2.13M +$262K +16,689 +15%
DSC
18
Donald Smith & Co
New York
$2.11M +$2M +127,770 New
EF
19
Empowered Funds
Pennsylvania
$1.82M +$176K +11,228 +11%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$1.42M +$80.9K +5,157 +6%
Fidelity Investments
21
Fidelity Investments
Massachusetts
$1.38M +$247K +15,733 +23%
Two Sigma Investments
22
Two Sigma Investments
New York
$1.25M -$71.4K -4,554 -6%
JGUA
23
John G. Ullman & Associates
New York
$1.05M +$106K +6,750 +12%
TA
24
Teton Advisors
New York
$976K – – –
Connor, Clark & Lunn Investment Management (CC&L)
25
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$825K +$130K +8,264 +20%
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.