252 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, 79 increasing their positions, 93 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more capital invested

Capital invested by funds: $ → $

less ownership

Funds ownership:

15% less repeat investments, than reductions

Existing positions increased: 79 | Existing positions reduced: 93

18% less call options, than puts

Call options by funds: $14K | Put options by funds: $17K

Holders
252
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$14K
Puts
$17K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MPWT
226
MassMutual Private Wealth & Trust
Connecticut
$2.25K
CPG
227
Cornerstone Planning Group
New Jersey
$2.01K
HWM
228
Hemington Wealth Management
Virginia
$2K
C
229
Covestor
United Kingdom
$2K
HNW
230
High Note Wealth
Minnesota
$1.84K
CFD
231
Creative Financial Designs
Indiana
$1.61K
TWD
232
True Wealth Design
Ohio
$1.41K
Fifth Third Bancorp
233
Fifth Third Bancorp
Ohio
$1.35K
PWMG
234
Prestige Wealth Management Group
New Jersey
$1.35K
FMII
235
Farmers & Merchants Investments Inc
Nebraska
$1.32K
WA
236
WPG Advisers
Maryland
$761
FFO
237
Fortitude Family Office
Arizona
$703
CAM
238
Creekmur Asset Management
Illinois
$541
DPW
239
DiNuzzo Private Wealth
Pennsylvania
$410
JWA
240
JFS Wealth Advisors
Pennsylvania
$352
CA
241
Clearstead Advisors
Ohio
$323
WCM
242
WealthTrak Capital Management
Virginia
$293
PFBT
243
Parkside Financial Bank & Trust
Missouri
$235
HNB
244
Huntington National Bank
Ohio
$207
SIC
245
SJS Investment Consulting
Ohio
$205
PWAM
246
Private Wealth Asset Management
Iowa
$205
HIA
247
HFM Investment Advisors
New Jersey
$146
FFA
248
Farther Finance Advisors
California
$117
RWM
249
Rialto Wealth Management
New York
$88
BHWM
250
Bay Harbor Wealth Management
Maryland
$87