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249 hedge funds and large institutions have $2.09B invested in WaFd in 2024 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 90 increasing their positions, 84 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

15% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 26

7% more repeat investments, than reductions

Existing positions increased: 90 | Existing positions reduced: 84

0.94% more ownership

Funds ownership: 78.69%79.63% (+0.94%)

1% more funds holding

Funds holding: 247249 (+2)

6% less capital invested

Capital invested by funds: $2.23B → $2.09B (-$139M)

80% less call options, than puts

Call options by funds: $164K | Put options by funds: $819K

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
249
Holders Change
+2
Holders Change %
+0.81%
% of All Funds
3.28%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
30
Increased
90
Reduced
84
Closed
26
Calls
$164K
Puts
$819K
Net Calls
-$655K
Net Calls Change
+$334K
Name Holding Trade Value Shares
Change
Change in
Stake
Jones Financial Companies
226
Jones Financial Companies
Missouri
$1.9K -$6.39K -182 -76%
IA
227
IFP Advisors
Florida
$1.87K -$562 -16 -38%
JWA
228
JFS Wealth Advisors
Pennsylvania
$1.84K +$141 +4 +8%
RIL
229
Rothschild Investment LLC
Illinois
$1.77K -$703 -20 -27%
AAP
230
Arax Advisory Partners
Colorado
$1.74K
GWM
231
Geneos Wealth Management
Colorado
$1.64K -$141 -4 -7%
FFA
232
Farther Finance Advisors
California
$1.58K +$1.33K +38 +345%
PWMG
233
Prestige Wealth Management Group
New Jersey
$1.48K
FMII
234
Farmers & Merchants Investments Inc
Nebraska
$1.45K
PMAM
235
Picton Mahoney Asset Management
Ontario, Canada
$1K
EWA
236
EverSource Wealth Advisors
Alabama
$967 +$1.05K +30 New
CFO
237
CVA Family Office
Colorado
$774
S
238
SignatureFD
Georgia
$709
AWM
239
Avior Wealth Management
Nebraska
$644
SIC
240
SJS Investment Consulting
Ohio
$420 -$105 -3 -19%
DPW
241
DiNuzzo Private Wealth
Pennsylvania
$420
WCM
242
WealthTrak Capital Management
Virginia
$323 +$351 +10 New
PFBT
243
Parkside Financial Bank & Trust
Missouri
$258
TAM
244
Tucker Asset Management
Colorado
$258
HNB
245
Huntington National Bank
Ohio
$229
AssetMark Inc
246
AssetMark Inc
California
$193
VHAM
247
Van Hulzen Asset Management
California
$162 +$176 +5 New
GFPC
248
Global Financial Private Client
Florida
$161 +$176 +5 New
PWM
249
Parkworth Wealth Management
California
$64 +$70 +2 New
Arrowstreet Capital
250
Arrowstreet Capital
Massachusetts
-$12.6M -361,265 Closed

WAFD Hedge Fund Activity: Q4 2024 in Review

249 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in WaFd (WAFD) for Q4 2024, worth a combined $2.09B — down 6.2% from $2.23B a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new WAFD positions and 26 closed out — a net gain of 4 holders — while 90 added to existing stakes and 84 trimmed.

The largest buyer was BlackRock, adding an estimated $38M. The largest seller was Goldman Sachs, cutting an estimated $27.8M.

  • 249 institutional investors held WaFd (WAFD) as of Q4 2024, up from 247 in Q3 2024.
  • Funds reported $2.09B of WaFd stock for Q4 2024, down 6.2% quarter-over-quarter.
  • 30 funds opened new WaFd positions in Q4 2024 and 26 closed out, a net change of +4 holders.
  • The largest WaFd buyer in Q4 2024 was BlackRock, an estimated $38M added.
  • The largest WaFd seller in Q4 2024 was Goldman Sachs, an estimated $27.8M sold.

Based on aggregated 13F filings for Q4 2024.