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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
First Trust Advisors
51
First Trust Advisors
Illinois
$4.11M -$1.03M -29,354 -19%
Envestnet Asset Management
52
Envestnet Asset Management
Illinois
$4.01M -$127K -3,616 -3%
New York State Teachers Retirement System (NYSTRS)
53
New York State Teachers Retirement System (NYSTRS)
New York
$3.99M +$7.03K +200 +0.2%
OLA
54
Oliver Luxxe Assets
New Jersey
$3.55M +$1.88M +53,604 +102%
Rafferty Asset Management
55
Rafferty Asset Management
New York
$3.46M +$595K +16,942 +19%
Canada Life
56
Canada Life
Manitoba, Canada
$3.16M +$15.2K +433 +0.4%
HAI
57
Hennessy Advisors Inc
California
$3.06M -$316K -9,000 -9%
AllianceBernstein
58
AllianceBernstein
Tennessee
$2.76M -$9.84K -280 -0.3%
Prudential Financial
59
Prudential Financial
New Jersey
$2.65M -$2.23M -63,529 -44%
California State Teachers Retirement System (CalSTRS)
60
California State Teachers Retirement System (CalSTRS)
California
$2.41M -$29.6K -842 -1%
TF
61
Talbot Financial
Washington
$2.4M
Renaissance Technologies
62
Renaissance Technologies
New York
$2.37M +$2.09M +59,500 +427%
Comerica Bank
63
Comerica Bank
Texas
$2.22M +$375K +10,677 +18%
Universal-Beteiligungs- und Servicegesellschaft
64
Universal-Beteiligungs- und Servicegesellschaft
Germany
$2.16M +$2.36M +67,100 New
Thrivent Financial for Lutherans
65
Thrivent Financial for Lutherans
Minnesota
$2.11M -$80.1K -2,280 -3%
Deutsche Bank
66
Deutsche Bank
Germany
$1.83M +$750K +21,334 +60%
Raymond James Financial
67
Raymond James Financial
Florida
$1.77M +$1.92M +54,783 New
Corient Private Wealth
68
Corient Private Wealth
Florida
$1.75M +$632 +18 +0%
Qube Research & Technologies (QRT)
69
Qube Research & Technologies (QRT)
United Kingdom
$1.62M +$1.77M +50,342 New
WAM
70
Weiss Asset Management
Massachusetts
$1.57M +$1.71M +48,743 New
LPL Financial
71
LPL Financial
California
$1.52M +$235K +6,682 +17%
Pathstone Holdings
72
Pathstone Holdings
New Jersey
$1.5M -$139K -3,966 -8%
SOADOR
73
State of Alaska Department of Revenue
Alaska
$1.49M -$9.63K -274 -0.6%
T. Rowe Price Associates
74
T. Rowe Price Associates
Maryland
$1.47M +$153K +4,367 +11%
IMRF
75
Illinois Municipal Retirement Fund
Illinois
$1.42M +$262K +7,445 +20%

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.