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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
Envestnet Portfolio Solutions
126
Envestnet Portfolio Solutions
Illinois
$541K +$41.7K +1,187 +8%
AC
127
AlphaCore Capital
California
$541K -$589K -16,765 -50%
MML Investors Services
128
MML Investors Services
Massachusetts
$524K +$14.5K +413 +3%
LCM
129
Legato Capital Management
California
$516K -$402K -11,434 -42%
Connor, Clark & Lunn Investment Management (CC&L)
130
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$499K +$544K +15,469 New
RAM
131
Readystate Asset Management
Illinois
$494K +$538K +15,312 New
PA
132
Profund Advisors
Maryland
$462K +$214K +6,078 +74%
PFSRSONJ
133
Police & Firemen's Retirement System of New Jersey
New Jersey
$458K +$499K +14,214 New
HT
134
Headlands Technologies
Illinois
$454K +$495K +14,079 New
AG
135
Algert Global
California
$448K +$488K +13,888 New
PNC Financial Services Group
136
PNC Financial Services Group
Pennsylvania
$433K +$5.62K +160 +1%
MAM
137
Meeder Asset Management
Ohio
$408K -$981K -27,923 -69%
EC
138
EntryPoint Capital
New York
$403K +$439K +12,494 New
WP
139
WMS Partners
Maryland
$398K -$20.6K -587 -5%
MOACM
140
Mutual of America Capital Management
New York
$397K +$3.13K +89 +0.7%
BCM
141
Becker Capital Management
Oregon
$379K
Franklin Resources
142
Franklin Resources
California
$375K -$521K -14,825 -56%
Neuberger Berman Group
143
Neuberger Berman Group
New York
$374K +$211 +6 +0.1%
EWA
144
EP Wealth Advisors
California
$368K +$50.7K +1,444 +14%
Pictet Asset Management
145
Pictet Asset Management
Switzerland
$363K +$77.1K +2,195 +24%
HWAM
146
Hennion & Walsh Asset Management
New Jersey
$359K -$220K -6,262 -36%
CFG
147
Cooper Financial Group
California
$359K +$12.1K +345 +3%
State of Wisconsin Investment Board
148
State of Wisconsin Investment Board
Wisconsin
$347K +$27.3K +778 +8%
WTB
149
Washington Trust Bank
Washington
$337K
TSS
150
Two Sigma Securities
New York
$337K -$398K -11,333 -52%

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.