WAFD icon

WaFd
WAFD

Overview Fund Activity

242 hedge funds and large institutions have $1.86B invested in WaFd in 2025 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 87 increasing their positions, 76 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
242
Holders Change
-6
Holders Change %
-2.42%
% of All Funds
3.29%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
31
Increased
87
Reduced
76
Closed
32
Calls
$13K
Puts
$31K
Net Calls
-$18K
Net Calls Change
+$637K

Top Buyers

1
MIM
MetLife Investment Management
New Jersey
$19.5M
2
Invesco
Invesco
Georgia
$31.6M
3
First Trust Advisors
First Trust Advisors
Illinois
$18.2M
4
Geode Capital Management
Geode Capital Management
Massachusetts
$57M
5
Renaissance Technologies
Renaissance Technologies
New York
$7.85M

Top Sellers

1
ClearBridge Investments
ClearBridge Investments
New York
$0
2
Goldman Sachs
Goldman Sachs
New York
$9.07M
3
State Street
State Street
Massachusetts
$127M
4
BCM
Basswood Capital Management
New York
$0
5
RIP
Rhino Investment Partners
Pennsylvania
$5.36M
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of Montreal
126
Bank of Montreal
Ontario, Canada
$400K +$117K +4,098 +41%
PNC Financial Services Group
127
PNC Financial Services Group
Pennsylvania
$397K +$13.4K +468 +3%
AG
128
Algert Global
California
$397K – – –
Millennium Management
129
Millennium Management
New York
$387K -$454K -15,896 -54%
Envestnet Portfolio Solutions
130
Envestnet Portfolio Solutions
Illinois
$382K -$97.6K -3,414 -20%
Fidelity Investments
131
Fidelity Investments
Massachusetts
$357K -$313K -10,940 -47%
Pictet Asset Management
132
Pictet Asset Management
Switzerland
$353K +$31.9K +1,117 +10%
Neuberger Berman Group
133
Neuberger Berman Group
New York
$348K +$15.7K +549 +5%
HCA
134
Harbor Capital Advisors
Illinois
$347K -$568K -19,888 -62%
EWA
135
EP Wealth Advisors
California
$346K +$19.7K +690 +6%
I
136
InceptionR
California
$343K -$226K -7,901 -40%
Teacher Retirement System of Texas
137
Teacher Retirement System of Texas
Texas
$340K +$340K +11,894 New
MOACM
138
Mutual of America Capital Management
New York
$339K -$12.2K -428 -3%
BCM
139
Becker Capital Management
Oregon
$336K – – –
NAAA
140
New Age Alpha Advisors
New York
$335K +$335K +11,720 New
Franklin Resources
141
Franklin Resources
California
$334K +$1.49K +52 +0.4%
EP
142
Edgestream Partners
New Jersey
$330K +$330K +11,551 New
CFG
143
Cooper Financial Group
California
$326K +$7.63K +267 +2%
HWM
144
HB Wealth Management
Georgia
$319K +$319K +11,179 New
HWAM
145
Hennion & Walsh Asset Management
New Jersey
$315K -$3.4K -119 -1%
CG
146
Caprock Group
Idaho
$301K +$88.5K +3,098 +42%
WTB
147
Washington Trust Bank
Washington
$299K – – –
PWAM
148
Pinnacle West Asset Management
Wyoming
$286K – – –
AIM
149
Aigen Investment Management
New York
$281K +$281K +9,828 New
BJL
150
Brighton Jones LLC
Washington
$279K +$1.32K +46 +0.5%
4 5
6
7 8