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249 hedge funds and large institutions have $2.09B invested in WaFd in 2024 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 90 increasing their positions, 84 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

15% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 26

7% more repeat investments, than reductions

Existing positions increased: 90 | Existing positions reduced: 84

0.94% more ownership

Funds ownership: 78.69%79.63% (+0.94%)

1% more funds holding

Funds holding: 247249 (+2)

6% less capital invested

Capital invested by funds: $2.23B → $2.09B (-$139M)

80% less call options, than puts

Call options by funds: $164K | Put options by funds: $819K

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
249
Holders Change
+2
Holders Change %
+0.81%
% of All Funds
3.28%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
30
Increased
90
Reduced
84
Closed
26
Calls
$164K
Puts
$819K
Net Calls
-$655K
Net Calls Change
+$334K
Name Holding Trade Value Shares
Change
Change in
Stake
BCM
26
Bridgeway Capital Management
Texas
$14.5M +$377K +10,729 +2%
Principal Financial Group
27
Principal Financial Group
Iowa
$14.4M +$672K +19,117 +4%
LSV Asset Management
28
LSV Asset Management
Illinois
$10.4M -$56.2K -1,600 -0.5%
DIA
29
Davidson Investment Advisors
Montana
$9.53M +$183K +5,198 +2%
BCM
30
Basswood Capital Management
New York
$9.21M +$10M +285,672 New
Baird Financial Group
31
Baird Financial Group
Wisconsin
$8.22M -$166K -4,714 -2%
N
32
Nuveen
North Carolina
$8.14M -$10.9M -310,798 -55%
RhumbLine Advisers
33
RhumbLine Advisers
Massachusetts
$7.44M -$64.4K -1,833 -0.8%
CAM
34
Congress Asset Management
Massachusetts
$7.32M +$560K +15,938 +8%
UBS AM
35
UBS AM
Illinois
$7.27M +$2.38M +67,640 +43%
Legal & General Group
36
Legal & General Group
United Kingdom
$7.27M +$187K +5,316 +2%
KCM
37
Kennedy Capital Management
Missouri
$7.23M -$57.1K -1,625 -0.7%
EF
38
Empowered Funds
Pennsylvania
$7.2M +$381K +10,850 +5%
Citigroup
39
Citigroup
New York
$7.19M +$1.3M +36,944 +20%
UBS Group
40
UBS Group
Switzerland
$6.86M +$2.28M +64,775 +44%
Norges Bank
41
Norges Bank
Norway
$6.54M -$1.68M -47,767 -19%
Public Sector Pension Investment Board (PSP Investments)
42
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$6.52M +$1.06M +30,072 +17%
Victory Capital Management
43
Victory Capital Management
Texas
$5.99M +$319K +9,071 +5%
Barclays
44
Barclays
United Kingdom
$5.52M +$327K +9,300 +6%
DIA
45
Dana Investment Advisors
Wisconsin
$5.32M -$334K -9,515 -5%
Swiss National Bank
46
Swiss National Bank
Switzerland
$5.15M +$45.7K +1,300 +0.8%
Assenagon Asset Management
47
Assenagon Asset Management
Luxembourg
$5.11M -$13.2M -374,606 -70%
Citadel Advisors
48
Citadel Advisors
Florida
$4.58M +$4.38M +124,515 +705%
BGIM
49
Brandywine Global Investment Management
Pennsylvania
$4.45M -$6.98M -198,655 -59%
AAM
50
Auxier Asset Management
Oregon
$4.23M +$3.34M +95,129 +264%

WAFD Hedge Fund Activity: Q4 2024 in Review

249 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in WaFd (WAFD) for Q4 2024, worth a combined $2.09B — down 6.2% from $2.23B a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new WAFD positions and 26 closed out — a net gain of 4 holders — while 90 added to existing stakes and 84 trimmed.

The largest buyer was BlackRock, adding an estimated $38M. The largest seller was Goldman Sachs, cutting an estimated $27.8M.

  • 249 institutional investors held WaFd (WAFD) as of Q4 2024, up from 247 in Q3 2024.
  • Funds reported $2.09B of WaFd stock for Q4 2024, down 6.2% quarter-over-quarter.
  • 30 funds opened new WaFd positions in Q4 2024 and 26 closed out, a net change of +4 holders.
  • The largest WaFd buyer in Q4 2024 was BlackRock, an estimated $38M added.
  • The largest WaFd seller in Q4 2024 was Goldman Sachs, an estimated $27.8M sold.

Based on aggregated 13F filings for Q4 2024.