255 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, 94 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more ownership

Funds ownership:

less funds holding

Funds holding:

less capital invested

Capital invested by funds: $ → $

7% less repeat investments, than reductions

Existing positions increased: 87 | Existing positions reduced: 94

100% less call options, than puts

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

Holders
255
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
Puts
$16K
Net Calls
Net Calls Change

Top Sellers

1 -$20.7M
2 -$13.1M
3 -$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
CPG
226
Cornerstone Planning Group
New Jersey
$2.46K
FFO
227
Fortitude Family Office
Arizona
$2.1K
TWD
228
True Wealth Design
Ohio
$1.95K
Optiver Holding
229
Optiver Holding
Netherlands
$1.88K
CFD
230
Creative Financial Designs
Indiana
$1.73K
PWMG
231
Prestige Wealth Management Group
New Jersey
$1.45K
FMII
232
Farmers & Merchants Investments Inc
Nebraska
$1.41K
JWA
233
JFS Wealth Advisors
Pennsylvania
$1.32K
AW
234
Ankerstar Wealth
Texas
$1.29K
PMAM
235
Picton Mahoney Asset Management
Ontario, Canada
$1K
TC
236
Trust Company
Kansas
$918
PFBT
237
Parkside Financial Bank & Trust
Missouri
$880
WA
238
WPG Advisers
Maryland
$816
QCG
239
Quadrant Capital Group
Ohio
$754
NB
240
NBT Bank
New York
$659
FC
241
Financial Consulate
Maryland
$503
DPW
242
DiNuzzo Private Wealth
Pennsylvania
$440
SIC
243
SJS Investment Consulting
Ohio
$409
BHWM
244
Bay Harbor Wealth Management
Maryland
$376
GWM
245
Gilpin Wealth Management
Colorado
$314
CIAM
246
Caitong International Asset Management
Hong Kong
$220
RWM
247
Rialto Wealth Management
New York
$189
HIA
248
HFM Investment Advisors
New Jersey
$157
CW
249
Curio Wealth
Maryland
$126
VWM
250
Vermillion Wealth Management
Minnesota
$94