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WaFd
WAFD

Overview Fund Activity

251 hedge funds and large institutions have $1.86B invested in WaFd in 2025 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 80 increasing their positions, 91 reducing their positions, and 24 closing their positions.

Holders
251
Holders Change
+9
Holders Change %
+3.72%
% of All Funds
3.37%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
37
Increased
80
Reduced
91
Closed
24
Calls
$14K
Puts
$17K
Net Calls
-$3K
Net Calls Change
+$15K

Top Buyers

1
Arrowstreet Capital
1
Arrowstreet Capital
Massachusetts
$7.67M
2
UBS Group
2
UBS Group
Switzerland
$12.1M
3
DFCM
3
Dark Forest Capital Management
Puerto Rico
$3.26M
4
American Century Companies
4
American Century Companies
Missouri
$59.6M
5
D.E. Shaw & Co
5
D.E. Shaw & Co
New York
$2.44M

Top Sellers

1
Macquarie Group
1
Macquarie Group
Australia
$22.5M
2
BlackRock
2
BlackRock
New York
$338M
3
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$146M
4
RIP
4
Rhino Investment Partners
Pennsylvania
$0
5
Wells Fargo
5
Wells Fargo
California
$42.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
CPG
226
Cornerstone Planning Group
New Jersey
$2.01K +$30 +1 +1%
HWM
227
Hemington Wealth Management
Virginia
$2K +$340 +17 +20%
C
228
Covestor
United Kingdom
$2K +$702 +20 +54%
HNW
229
High Note Wealth
Minnesota
$1.85K -$29 -1 -2%
CFD
230
Creative Financial Designs
Indiana
$1.61K – – –
TWD
231
True Wealth Design
Ohio
$1.41K – – –
Fifth Third Bancorp
232
Fifth Third Bancorp
Ohio
$1.35K -$5.15K -176 -79%
PWMG
233
Prestige Wealth Management Group
New Jersey
$1.35K – – –
FMII
234
Farmers & Merchants Investments Inc
Nebraska
$1.32K – – –
WA
235
WPG Advisers
Maryland
$761 – – –
FFO
236
Fortitude Family Office
Arizona
$703 +$703 +24 New
CAM
237
Creekmur Asset Management
Illinois
$541 +$541 +18 New
DPW
238
DiNuzzo Private Wealth
Pennsylvania
$410 -$59 -2 -13%
JWA
239
JFS Wealth Advisors
Pennsylvania
$352 -$1.35K -46 -79%
CA
240
Clearstead Advisors
Ohio
$323 +$323 +11 New
WCM
241
WealthTrak Capital Management
Virginia
$293 – – –
PFBT
242
Parkside Financial Bank & Trust
Missouri
$235 -$1.18K -40 -83%
HNB
243
Huntington National Bank
Ohio
$207 – – –
SIC
244
SJS Investment Consulting
Ohio
$205 -$88 -3 -30%
PWAM
245
Private Wealth Asset Management
Iowa
$205 – – –
HIA
246
HFM Investment Advisors
New Jersey
$146 +$88 +3 +150%
FFA
247
Farther Finance Advisors
California
$117 -$29 -1 -20%
RWM
248
Rialto Wealth Management
New York
$88 +$88 +3 New
BHWM
249
Bay Harbor Wealth Management
Maryland
$87 -$29 -1 -25%
PWM
250
Parkworth Wealth Management
California
$59 – – –
7 8 9
10
11