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WaFd
WAFD

Overview Fund Activity

242 hedge funds and large institutions have $1.86B invested in WaFd in 2025 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 87 increasing their positions, 76 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
242
Holders Change
-6
Holders Change %
-2.42%
% of All Funds
3.29%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
31
Increased
87
Reduced
76
Closed
32
Calls
$13K
Puts
$31K
Net Calls
-$18K
Net Calls Change
+$637K

Top Buyers

1
MIM
MetLife Investment Management
New Jersey
$19.5M
2
Invesco
Invesco
Georgia
$31.6M
3
First Trust Advisors
First Trust Advisors
Illinois
$18.2M
4
Geode Capital Management
Geode Capital Management
Massachusetts
$57M
5
Renaissance Technologies
Renaissance Technologies
New York
$7.85M

Top Sellers

1
ClearBridge Investments
ClearBridge Investments
New York
$0
2
Goldman Sachs
Goldman Sachs
New York
$9.07M
3
State Street
State Street
Massachusetts
$127M
4
BCM
Basswood Capital Management
New York
$0
5
RIP
Rhino Investment Partners
Pennsylvania
$5.36M
Name Holding Trade Value Shares
Change 		Shares
Change %
C
226
Covestor
United Kingdom
$1K -$17.1K -631 -94%
PMAM
227
Picton Mahoney Asset Management
Ontario, Canada
$1K – – –
SC
228
Stephens Consulting
Michigan
$858 +$858 +30 New
WA
229
WPG Advisers
Maryland
$743 -$3.92K -137 -84%
S
230
SignatureFD
Georgia
$629 – – –
DPW
231
DiNuzzo Private Wealth
Pennsylvania
$458 +$86 +3 +23%
GFPC
232
Global Financial Private Client
Florida
$400 +$257 +9 +180%
SIC
233
SJS Investment Consulting
Ohio
$286 -$86 -3 -23%
WCM
234
WealthTrak Capital Management
Virginia
$286 – – –
HNB
235
Huntington National Bank
Ohio
$202 – – –
PWAM
236
Private Wealth Asset Management
Iowa
$200 +$200 +7 New
AssetMark Inc
237
AssetMark Inc
California
$171 – – –
FFA
238
Farther Finance Advisors
California
$141 -$1.24K -44 -90%
BHWM
239
Bay Harbor Wealth Management
Maryland
$114 +$114 +4 New
HIA
240
HFM Investment Advisors
New Jersey
$58 +$58 +2 New
PWM
241
Parkworth Wealth Management
California
$57 – – –
ClearBridge Investments
242
ClearBridge Investments
New York
– -$19.1M -591,427 Closed
BCM
243
Basswood Capital Management
New York
– -$9.21M -285,672 Closed
Norges Bank
244
Norges Bank
Norway
– -$6.54M -202,820 Closed
Assenagon Asset Management
245
Assenagon Asset Management
Luxembourg
– -$5.11M -158,635 Closed
OLA
246
Oliver Luxxe Assets
New Jersey
– -$3.55M -105,915 Closed
WAM
247
Weiss Asset Management
Massachusetts
– -$1.57M -48,743 Closed
DIA
248
Dean Investment Associates
Ohio
– -$1.22M -37,767 Closed
DCM
249
Dean Capital Management
Kansas
– -$821K -25,456 Closed
CIC
250
Cornercap Investment Counsel
Georgia
– -$570K -17,666 Closed
7 8 9
10
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