245 hedge funds and large institutions have $1.74B invested in WaFd in 2023 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 91 increasing their positions, 92 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
245
Holders Change
-8
Holders Change %
-3.16%
% of All Funds
3.92%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
30
Increased
91
Reduced
92
Closed
36
Calls
$422K
Puts
$467K
Net Calls
-$45K
Net Calls Change
-$1.56M
Name Holding Trade Value Shares
Change
Shares
Change %
Russell Investments Group
226
Russell Investments Group
United Kingdom
$2.41K -$831K -27,573 -100%
JWA
227
JFS Wealth Advisors
Pennsylvania
$2.29K -$211 -7 -8%
GRP
228
Global Retirement Partners
California
$2.23K
CAM
229
ClariVest Asset Management
California
$2K
FHA
230
First Horizon Advisors
Tennessee
$1.99K +$1.99K +66 New
VCM
231
Versant Capital Management
Arizona
$1.96K
PWMG
232
Prestige Wealth Management Group
New Jersey
$1.39K
MPWT
233
MassMutual Private Wealth & Trust
Connecticut
$1.24K +$422 +14 +52%
SC
234
Schubert & Co
Texas
$1.03K -$271 -9 -21%
HGERS
235
Householder Group Estate & Retirement Specialist
Arizona
$1K +$1K +37 New
LC
236
Lindbrook Capital
California
$904 -$4.25K -141 -82%
FMII
237
Farmers & Merchants Investments Inc
Nebraska
$904
Fifth Third Bancorp
238
Fifth Third Bancorp
Ohio
$693 -$2.32K -77 -77%
S
239
SignatureFD
Georgia
$663 -$2.32K -77 -78%
Commonwealth Equity Services
240
Commonwealth Equity Services
Massachusetts
$497 -$57 -1,906 -10%
EI
241
Ellevest Inc
New York
$482 +$482 +16 New
DI
242
Disciplined Investments
Oklahoma
$452 -$121 -4 -21%
CWC
243
Carolinas Wealth Consulting
North Carolina
$392
SIC
244
SJS Investment Consulting
Ohio
$272 -$453 -15 -63%
TWP
245
TFO Wealth Partners
Ohio
$151 -$453 -15 -75%
AF
246
Allworth Financial
California
$121
AIM
247
Artemis Investment Management
United Kingdom
-$4.34M -128,602 Closed
Millennium Management
248
Millennium Management
New York
-$3.71M -110,526 Closed
Retirement Systems of Alabama
249
Retirement Systems of Alabama
Alabama
-$2.89M -86,107 Closed
BA
250
Bridgewater Associates
Connecticut
-$2.18M -64,949 Closed