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258 hedge funds and large institutions have $1.99B invested in WaFd in 2025 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 87 increasing their positions, 93 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

32% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 25

7% more capital invested

Capital invested by funds: $1.86B → $1.99B (+$129M)

3.31% more ownership

Funds ownership: 78.01%81.32% (+3.3%)

2% more funds holding

Funds holding: 254258 (+4)

6% less repeat investments, than reductions

Existing positions increased: 87 | Existing positions reduced: 93

77% less call options, than puts

Call options by funds: $3K | Put options by funds: $13K

Holders
258
Holders Change
+4
Holders Change %
+1.57%
% of All Funds
3.14%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
33
Increased
87
Reduced
93
Closed
25
Calls
$3K
Puts
$13K
Net Calls
-$10K
Net Calls Change
-$22K
Name Holding Trade Value Shares
Change
Change in
Stake
CPG
226
Cornerstone Planning Group
New Jersey
$2.2K -$75.5K -2,445 -97%
TWD
227
True Wealth Design
Ohio
$1.99K +$309 +10 +19%
JWA
228
JFS Wealth Advisors
Pennsylvania
$1.79K +$1.21K +39 +229%
CFD
229
Creative Financial Designs
Indiana
$1.76K
PWMG
230
Prestige Wealth Management Group
New Jersey
$1.47K
FMII
231
Farmers & Merchants Investments Inc
Nebraska
$1.44K
AW
232
Ankerstar Wealth
Texas
$1.31K +$1.27K +41 New
KFAS
233
Keating Financial Advisory Services
Kansas
$1.28K +$1.24K +40 New
PMAM
234
Picton Mahoney Asset Management
Ontario, Canada
$1.02K -$934K -30,225 -100%
B
235
Bayban
Minnesota
$961 +$927 +30 New
TC
236
Trust Company
Kansas
$929 +$896 +29 New
PFBT
237
Parkside Financial Bank & Trust
Missouri
$898 +$618 +20 +250%
WA
238
WPG Advisers
Maryland
$833
AssetMark Inc
239
AssetMark Inc
California
$801
QCG
240
Quadrant Capital Group
Ohio
$769
AF
241
Allworth Financial
California
$769 +$247 +8 +50%
FFO
242
Fortitude Family Office
Arizona
$577 -$371 -12 -40%
CIBC Private Wealth Group
243
CIBC Private Wealth Group
Georgia
$577 +$556 +18 New
FC
244
Financial Consulate
Maryland
$513
AAP
245
Arax Advisory Partners
Colorado
$512 -$82.4K -2,669 -99%
DPW
246
DiNuzzo Private Wealth
Pennsylvania
$449
BHWM
247
Bay Harbor Wealth Management
Maryland
$320 +$185 +6 +150%
TAM
248
Tucker Asset Management
Colorado
$256 +$247 +8 New
SIC
249
SJS Investment Consulting
Ohio
$225
PWAM
250
Private Wealth Asset Management
Iowa
$224