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WaFd
WAFD

254 hedge funds and large institutions have $1.86B invested in WaFd in 2025 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 87 increasing their positions, 94 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more call options, than puts

Call options by funds: $24K | Put options by funds: $12K

7% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 28

0% more capital invested

Capital invested by funds: $1.86B → $1.86B (+$13.1K)

0% less funds holding

Funds holding: 255 → 254 (-1)

7% less repeat investments, than reductions

Existing positions increased: 87 | Existing positions reduced: 94

1.28% less ownership

Funds ownership: 79.29% → 78.01% (-1.3%)

Holders
254
Holders Change
-1
Holders Change %
-0.39%
% of All Funds
3.33%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
30
Increased
87
Reduced
94
Closed
28
Calls
$24K
Puts
$12K
Net Calls
+$12K
Net Calls Change
+$15K

Top Buyers

Rank Fund Capital Flow
1
Ameriprise
Ameriprise
Minnesota
+$4.46M
2
Millennium Management
Millennium Management
New York
+$4.22M
3
William Blair Investment Management
William Blair Investment Management
Illinois
+$4.21M
4
Citadel Advisors
Citadel Advisors
Florida
+$3.71M
5
Jane Street
Jane Street
New York
+$3.44M

Top Sellers

Rank Fund Capital Flow
1
Macquarie Group
Macquarie Group
Australia
-$22.5M
2
BlackRock
BlackRock
New York
-$9.9M
3
Wells Fargo
Wells Fargo
California
-$9.22M
4
KCM
Kennedy Capital Management
Missouri
-$8.66M
5
Vanguard Group
Vanguard Group
Pennsylvania
-$8.47M
Name Holding Trade Value Shares
Change 		Change in
Stake
CSC
226
Caldwell Sutter Capital
California
$2.51K – – –
SAM
227
Smartleaf Asset Management
Massachusetts
$2.38K -$521 -17 -18%
MPWT
228
MassMutual Private Wealth & Trust
Connecticut
$2.33K – – –
Fifth Third Bancorp
229
Fifth Third Bancorp
Ohio
$2.21K +$827 +27 +59%
HNW
230
High Note Wealth
Minnesota
$2.12K +$214 +7 +11%
CFD
231
Creative Financial Designs
Indiana
$1.67K – – –
TWD
232
True Wealth Design
Ohio
$1.58K +$123 +4 +8%
PWMG
233
Prestige Wealth Management Group
New Jersey
$1.39K – – –
FMII
234
Farmers & Merchants Investments Inc
Nebraska
$1.36K – – –
C
235
Covestor
United Kingdom
$1K -$1.1K -36 -63%
FFO
236
Fortitude Family Office
Arizona
$909 +$184 +6 +25%
WA
237
WPG Advisers
Maryland
$788 – – –
AssetMark Inc
238
AssetMark Inc
California
$757 +$766 +25 New
QCG
239
Quadrant Capital Group
Ohio
$727 +$735 +24 New
CAM
240
Creekmur Asset Management
Illinois
$564 +$31 +1 +6%
JWA
241
JFS Wealth Advisors
Pennsylvania
$515 +$153 +5 +42%
AF
242
Allworth Financial
California
$485 +$490 +16 New
FC
243
Financial Consulate
Maryland
$485 +$490 +16 New
DPW
244
DiNuzzo Private Wealth
Pennsylvania
$441 – – –
PFBT
245
Parkside Financial Bank & Trust
Missouri
$243 – – –
HNB
246
Huntington National Bank
Ohio
$215 – – –
SIC
247
SJS Investment Consulting
Ohio
$213 – – –
RWM
248
Rialto Wealth Management
New York
$213 +$123 +4 +133%
PWAM
249
Private Wealth Asset Management
Iowa
$212 – – –
HIA
250
HFM Investment Advisors
New Jersey
$151 – – –
8 9
10
11 12

WAFD Hedge Fund Activity: Q3 2025 in Review

254 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in WaFd (WAFD) for Q3 2025, worth a combined $1.86B — up 0% from $1.86B a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new WAFD positions and 28 closed out — a net gain of 2 holders — while 87 added to existing stakes and 94 trimmed.

The largest buyer was Ameriprise, adding an estimated $4.46M. The largest seller was Macquarie Group, exiting entirely with an estimated $22.5M sold.

  • 254 institutional investors held WaFd (WAFD) as of Q3 2025, down from 255 in Q2 2025.
  • Funds reported $1.86B of WaFd stock for Q3 2025, up 0% quarter-over-quarter.
  • 30 funds opened new WaFd positions in Q3 2025 and 28 closed out, a net change of +2 holders.
  • The largest WaFd buyer in Q3 2025 was Ameriprise, an estimated $4.46M added.
  • The largest WaFd seller in Q3 2025 was Macquarie Group, an estimated $22.5M sold.

Based on aggregated 13F filings for Q3 2025.