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WaFd
WAFD

257 hedge funds and large institutions have $1.94B invested in WaFd in 2026 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 87 increasing their positions, 95 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 26

0.08% more ownership

Funds ownership: 81.32% → 81.4% (+0.08%)

0% less funds holding

Funds holding: 258 → 257 (-1)

2% less capital invested

Capital invested by funds: $1.99B → $1.94B (-$49.6M)

8% less repeat investments, than reductions

Existing positions increased: 87 | Existing positions reduced: 95

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $16K

Holders
257
Holders Change
-1
Holders Change %
-0.39%
% of All Funds
3.16%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
34
Increased
87
Reduced
95
Closed
26
Calls
–
Puts
$16K
Net Calls
-$16K
Net Calls Change
-$6K

Top Buyers

Rank Fund Capital Flow
1
AllianceBernstein
AllianceBernstein
Tennessee
+$15M
2
Two Sigma Investments
Two Sigma Investments
New York
+$12.5M
3
UBS Group
UBS Group
Switzerland
+$10.9M
4
EF
Empowered Funds
Pennsylvania
+$10.8M
5
Bank of America
Bank of America
North Carolina
+$6.39M

Top Sellers

Rank Fund Capital Flow
1
William Blair Investment Management
William Blair Investment Management
Illinois
-$20.7M
2
Invesco
Invesco
Georgia
-$13.1M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$10.7M
4
BlackRock
BlackRock
New York
-$10.5M
5
Wells Fargo
Wells Fargo
California
-$7.69M
Name Holding Trade Value Shares
Change 		Change in
Stake
AAP
226
Arax Advisory Partners
Colorado
$2.83K +$2.38K +74 +463%
AF
227
Allworth Financial
California
$2.51K +$1.8K +56 +233%
CPG
228
Cornerstone Planning Group
New Jersey
$2.46K +$32 +1 +1%
FFO
229
Fortitude Family Office
Arizona
$2.1K +$1.58K +49 +272%
TWD
230
True Wealth Design
Ohio
$1.95K – – –
Optiver Holding
231
Optiver Holding
Netherlands
$1.88K +$1.93K +60 New
CFD
232
Creative Financial Designs
Indiana
$1.73K – – –
PWMG
233
Prestige Wealth Management Group
New Jersey
$1.45K – – –
FMII
234
Farmers & Merchants Investments Inc
Nebraska
$1.41K – – –
JWA
235
JFS Wealth Advisors
Pennsylvania
$1.32K -$450 -14 -25%
AW
236
Ankerstar Wealth
Texas
$1.29K – – –
PMAM
237
Picton Mahoney Asset Management
Ontario, Canada
$1K – – –
TC
238
Trust Company
Kansas
$918 – – –
PFBT
239
Parkside Financial Bank & Trust
Missouri
$880 – – –
WA
240
WPG Advisers
Maryland
$816 – – –
QCG
241
Quadrant Capital Group
Ohio
$754 – – –
NB
242
NBT Bank
New York
$659 +$675 +21 New
FC
243
Financial Consulate
Maryland
$503 – – –
DPW
244
DiNuzzo Private Wealth
Pennsylvania
$440 – – –
SIC
245
SJS Investment Consulting
Ohio
$409 +$193 +6 +86%
BHWM
246
Bay Harbor Wealth Management
Maryland
$376 +$64 +2 +20%
GWM
247
Gilpin Wealth Management
Colorado
$314 +$129 +4 +67%
CIAM
248
Caitong International Asset Management
Hong Kong
$220 +$193 +6 +600%
RWM
249
Rialto Wealth Management
New York
$189 +$32 +1 +20%
HIA
250
HFM Investment Advisors
New Jersey
$157 – – –
8 9
10
11 12

WAFD Hedge Fund Activity: Q1 2026 in Review

257 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in WaFd (WAFD) for Q1 2026, worth a combined $1.94B — down 2.5% from $1.99B a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new WAFD positions and 26 closed out — a net gain of 8 holders — while 87 added to existing stakes and 95 trimmed.

The largest buyer was AllianceBernstein, adding an estimated $15M. The largest seller was William Blair Investment Management, cutting an estimated $20.7M.

  • 257 institutional investors held WaFd (WAFD) as of Q1 2026, down from 258 in Q4 2025.
  • Funds reported $1.94B of WaFd stock for Q1 2026, down 2.5% quarter-over-quarter.
  • 34 funds opened new WaFd positions in Q1 2026 and 26 closed out, a net change of +8 holders.
  • The largest WaFd buyer in Q1 2026 was AllianceBernstein, an estimated $15M added.
  • The largest WaFd seller in Q1 2026 was William Blair Investment Management, an estimated $20.7M sold.

Based on aggregated 13F filings for Q1 2026.