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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

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

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
Handelsbanken Fonder
101
Handelsbanken Fonder
Sweden
$737K – – –
Carson Wealth (CWM LLC)
102
Carson Wealth (CWM LLC)
Nebraska
$735K -$46.3K -1,440 -6%
AB
103
Amalgamated Bank
New York
$688K -$30.7K -955 -4%
Stifel Financial
104
Stifel Financial
Missouri
$667K +$18.1K +563 +3%
ASRS
105
Arizona State Retirement System
Arizona
$659K -$32.6K -1,014 -5%
PFSRSONJ
106
Police & Firemen's Retirement System of New Jersey
New Jersey
$656K – – –
Natixis Advisors
107
Natixis Advisors
Massachusetts
$652K +$31.5K +980 +5%
YCM
108
Yousif Capital Management
Michigan
$641K -$28.7K -891 -4%
Commonwealth Equity Services
109
Commonwealth Equity Services
Massachusetts
$629K +$48.8K +1,518 +8%
GF
110
Gabelli Funds
New York
$628K -$76.5K -2,380 -11%
TRSOTSOK
111
Teachers Retirement System of the State of Kentucky
Kentucky
$610K – – –
TCM
112
Tradewinds Capital Management
Washington
$597K – – –
COPPSERS
113
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$589K -$24K -745 -4%
State Board of Administration of Florida Retirement System
114
State Board of Administration of Florida Retirement System
Florida
$588K – – –
Zurich Cantonal Bank
115
Zurich Cantonal Bank
Switzerland
$579K -$216K -6,705 -27%
VIA
116
Vanguard Investments Australia
Australia
$576K +$590K +18,336 New
State of Tennessee, Department of Treasury
117
State of Tennessee, Department of Treasury
Tennessee
$567K – – –
IIM
118
INTECH Investment Management
Florida
$552K -$424K -13,198 -43%
OPERF
119
Oregon Public Employees Retirement Fund
Oregon
$545K -$22.5K -700 -4%
DADC
120
D.A. Davidson & Co
Montana
$512K -$9.62K -299 -2%
Marshall Wace
121
Marshall Wace
United Kingdom
$499K +$511K +15,900 New
Royal Bank of Canada
122
Royal Bank of Canada
Ontario, Canada
$487K +$142K +4,401 +40%
TI
123
Tidal Investments
Wisconsin
$481K +$14.3K +445 +3%
Qube Research & Technologies (QRT)
124
Qube Research & Technologies (QRT)
United Kingdom
$438K +$448K +13,934 New
VOYA Investment Management
125
VOYA Investment Management
Georgia
$410K -$19.7K -612 -4%
3 4
5
6 7

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.