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WaFd
WAFD

244 hedge funds and large institutions have $1.86B invested in WaFd in 2025 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 87 increasing their positions, 79 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

10% more repeat investments, than reductions

Existing positions increased: 87 | Existing positions reduced: 79

0.14% more ownership

Funds ownership: 79.63% → 79.77% (+0.14%)

9% less first-time investments, than exits

New positions opened: 29 | Existing positions closed: 32

2% less funds holding

Funds holding: 249 → 244 (-5)

11% less capital invested

Capital invested by funds: $2.09B → $1.86B (-$230M)

58% less call options, than puts

Call options by funds: $13K | Put options by funds: $31K

Holders
244
Holders Change
-5
Holders Change %
-2.01%
% of All Funds
3.27%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
29
Increased
87
Reduced
79
Closed
32
Calls
$13K
Puts
$31K
Net Calls
-$18K
Net Calls Change
+$637K

Top Buyers

Rank Fund Capital Flow
1
MIM
MetLife Investment Management
New Jersey
+$19M
2
Invesco
Invesco
Georgia
+$18.2M
3
First Trust Advisors
First Trust Advisors
Illinois
+$15.1M
4
Geode Capital Management
Geode Capital Management
Massachusetts
+$6.8M
5
Renaissance Technologies
Renaissance Technologies
New York
+$5.96M

Top Sellers

Rank Fund Capital Flow
1
ClearBridge Investments
ClearBridge Investments
New York
-$19.1M
2
Goldman Sachs
Goldman Sachs
New York
-$11.6M
3
State Street
State Street
Massachusetts
-$10.6M
4
BCM
Basswood Capital Management
New York
-$9.21M
5
RIP
Rhino Investment Partners
Pennsylvania
-$7.91M
Name Holding Trade Value Shares
Change 		Change in
Stake
CIC
251
Cornercap Investment Counsel
Georgia
– -$570K -17,666 Closed
LCM
252
Legato Capital Management
California
– -$516K -16,008 Closed
Connor, Clark & Lunn Investment Management (CC&L)
253
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
– -$499K -15,469 Closed
RAM
254
Readystate Asset Management
Illinois
– -$494K -15,312 Closed
MAM
255
Meeder Asset Management
Ohio
– -$408K -12,643 Closed
EC
256
EntryPoint Capital
New York
– -$403K -12,494 Closed
WP
257
WMS Partners
Maryland
– -$398K -12,348 Closed
TSS
258
Two Sigma Securities
New York
– -$337K -10,448 Closed
Cetera Investment Advisers
259
Cetera Investment Advisers
Illinois
– -$268K -8,309 Closed
DTL
260
Dynamic Technology Lab
Singapore
– -$268K -8,303 Closed
OC
261
Oppenheimer & Co
New York
– -$268K -8,298 Closed
CM
262
Crestline Management
Texas
– -$258K -8,000 Closed
M&T Bank
263
M&T Bank
New York
– -$231K -7,169 Closed
SC
264
Savant Capital
Illinois
– -$211K -6,544 Closed
ACM
265
Aquatic Capital Management
Illinois
– -$141K -4,361 Closed
Lazard Asset Management
266
Lazard Asset Management
New York
– -$81K -2,529 Closed
ACM
267
Aster Capital Management
United Arab Emirates
– -$36K -1,116 Closed
RA
268
Rise Advisors
New York
– -$19.1K -592 Closed
PTC
269
Private Trust Company
Ohio
– -$7.67K -238 Closed
AAP
270
Arax Advisory Partners
Colorado
– -$1.74K -54 Closed
GWM
271
Geneos Wealth Management
Colorado
– -$1.64K -51 Closed
CFO
272
CVA Family Office
Colorado
– -$774 -24 Closed
AWM
273
Avior Wealth Management
Nebraska
– -$644 -20 Closed
TAM
274
Tucker Asset Management
Colorado
– -$258 -8 Closed
VHAM
275
Van Hulzen Asset Management
California
– -$162 -5 Closed
8 9 10
11
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WAFD Hedge Fund Activity: Q1 2025 in Review

244 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in WaFd (WAFD) for Q1 2025, worth a combined $1.86B — down 11% from $2.09B a quarter earlier.

Sellers outnumbered buyers: 32 funds closed out of WAFD and 29 opened new positions — a net loss of 3 holders — while 79 trimmed existing stakes and 87 added.

The largest buyer was MetLife Investment Management, adding an estimated $19M. The largest seller was ClearBridge Investments, exiting entirely with an estimated $19.1M sold.

  • 244 institutional investors held WaFd (WAFD) as of Q1 2025, down from 249 in Q4 2024.
  • Funds reported $1.86B of WaFd stock for Q1 2025, down 11% quarter-over-quarter.
  • 29 funds opened new WaFd positions in Q1 2025 and 32 closed out, a net change of -3 holders.
  • The largest WaFd buyer in Q1 2025 was MetLife Investment Management, an estimated $19M added.
  • The largest WaFd seller in Q1 2025 was ClearBridge Investments, an estimated $19.1M sold.

Based on aggregated 13F filings for Q1 2025.